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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) | ₹6363 Cr | ₹2531 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 | 1.39% | 3.17% |
| 6 Month | 6.32% | 9.81% |
| 1 Year | 3.82% | 3.25% |
| 3 Year | 14.37% | 17.94% |
| 5 Year | 20.49% | 20.89% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.94% | 0.98% |
| 1 Year | 8.52% | 6.48% |
| 3 Year | 13.25% | 15.15% |
| 5 Year | 14.28% | 16.13% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.82% | 17.35% |
| 3 Year | 15.78% | 17.26% |
| 5 Year | 17.08% | 17.15% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 13.16% | 14.11% |
| Sharp | 0.60% | 0.79% |
| Beta | 0.92% | 0.90% |
| Alpha | -0.86% | 2.62% |
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 | 3.28 | 5.7 |
| Mid Cap | 16.36 | 14.61 |
| Small Cap | 12.2 | 31.48 |
| Large Cap | 68.16 | 48.21 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.98 | 5.2 |
| Industrials | 4.3 | 12.85 |
| Consumer Defensive | 25.07 | 31.71 |
| Consumer Cyclical | 37.57 | 35.05 |
| Basic Materials | 2.25 | 2.25 |
| Financial Services | 17.88 | 7.54 |
| Healthcare | 5.03 | 2.95 |
| Real Estate | 0.54 | - |
| Communication Services | 6.39 | - |
| Technology | - | 2.44 |
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