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Aditya Birla Sun Life India Gennext Fund vs Tata India Consumer Fund compare

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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6052 Cr ₹2379 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 India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Month 2.36% 1.6%
6 Month 0.35% -6.51%
1 Year 3.92% 4.84%
3 Year 19.26% 21.83%
5 Year 21.49% 21.54%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
6 Month 7.5% 5.88%
1 Year 6.72% 1.73%
3 Year 15.78% 17.29%
5 Year 16.73% 17.91%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 16.17% 18.67%
3 Year 15.76% 16.91%
5 Year 16.9% 16.75%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.81% 15.42%
Sharp 0.78% 1.02%
Beta 0.89% 0.94%
Alpha -0.42% 2.52%

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Fund Managers

Scheme Name Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 0.59 6.77
Mid Cap 17.41 17.23
Small Cap 13.7 28.69
Large Cap 68.35 47.31

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 0.59 6.77
Industrial Products 0.51 -
Food Products 3.67 -
Retailing 13.92 -
Personal Products 4.42 -
Consumer Durables 10.41 -
Diversified FMCG 7.1 -
Banks 12.77 -
Pharmaceuticals & Biotechnology 4.1 -
Healthcare Services 1.56 -
Automobiles 12.19 -
Insurance 3.49 -
Finance 3.09 -
Consumer Services 0.66 -
Agricultural Food & other Products 1.84 -
Beverages 6.66 -
Realty 0.56 -
Entertainment 0.15 -
Leisure Services 2.59 -
Telecom - Services 5.34 -
Diversified 0.54 -
Cement & Cement Products 1.05 -
Transport Services 1.44 -
Textiles & Apparels 0.53 -
Auto Components 0.87 -
Consumer Defensive - 33.53
Industrials - 15.47
Consumer Cyclical - 30.59
Basic Materials - 2.49
Financial Services - 5.67
Healthcare - 0.98
Technology - 4.5

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