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Aditya Birla Sun Life India Gennext Fund vs Tata India Consumer Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6324 Cr | ₹2518 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2005 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 10% | 57.26% |
| Expense Ratio | 1.85 | 2 |
| Manager | Dhaval Joshi | Sonam Udasi |
| ISIN Code | INF209K01447 | INF277K010A2 |
| Exits Load | 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 | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.48% | 4.52% |
| 6 Month | 18.37% | 19.15% |
| 1 Year | -2.38% | -2.96% |
| 3 Year | 15.51% | 18.4% |
| 5 Year | 20.82% | 20.34% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.85% | 6.55% |
| 1 Year | 14.95% | 13.17% |
| 3 Year | 16.19% | 18.62% |
| 5 Year | 16.28% | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16% | 18.01% |
| 3 Year | 15.82% | 17.1% |
| 5 Year | 16.98% | 16.99% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.00% |
| Sharp | 0.68% | 0.74% |
| Beta | 0.89% | 0.85% |
| Alpha | -0.43% | 3.61% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhaval Joshi | Sonam Udasi |
| Total AUM | ₹361932 Cr | ₹12959 Cr |
| Funds Managed | 55 | 6 |
| Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.15 | 4.23 |
| Mid Cap | 16.08 | 14.46 |
| Small Cap | 12.41 | 32.95 |
| Large Cap | 68.37 | 48.37 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.73 | 3.19 |
| Industrials | 4.32 | 12.2 |
| Consumer Defensive | 25.74 | 32.2 |
| Consumer Cyclical | 37.24 | 35.78 |
| Basic Materials | 2.12 | 2.3 |
| Financial Services | 17.88 | 7.48 |
| Healthcare | 4.95 | 4.29 |
| Real Estate | 0.53 | - |
| Communication Services | 6.5 | - |
| Technology | - | 2.56 |
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