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Aditya Birla Sun Life India Gennext Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Consumption Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Fund SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3175 Cr ₹6324 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 05 Aug 2005
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 10%
Expense Ratio 1.98 1.85
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01VR6 INF209K01447
Exits Load SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life India GenNext Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
1 Month 5.35% 4.41%
6 Month 13.12% 17.71%
1 Year -8.83% -2.89%
3 Year 15.67% 14.82%
5 Year 24.84% 20.95%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
6 Month 4.53% 5.85%
1 Year 6.49% 14.95%
3 Year 13.91% 16.19%
5 Year 17.75% 16.28%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
1 Year 17.24% 16%
3 Year 16.71% 15.82%
5 Year 15.02% 16.98%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Standard Deviation 13.82% 11.81%
Sharp 0.67% 0.68%
Beta 0.88% 0.89%
Alpha 2.28% -0.43%

Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 2.64 3.17
Small Cap 27.99 13.02
Mid Cap 24.69 16.22
Large Cap 44.67 67.59

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 2.27 0.82
Industrials 5.67 3.91
Consumer Cyclical 46.75 35.76
Basic Materials 8.13 1.99
Consumer Defensive 31.14 25.8
Communication Services 6.05 6.66
Financial Services - 18.73
Healthcare - 5.8
Real Estate - 0.53

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