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

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Aditya Birla Sun Life Consumption Fund-Growth Option

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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 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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Month	1.32%	2.4%
6 Month	6.84%	9.95%
1 Year	4.45%	2.97%
3 Year	14.53%	17.82%
5 Year	19.88%	20.6%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	2.65%	4.18%
1 Year	11.69%	13.04%
3 Year	14.34%	17.42%
5 Year	14.92%	17.44%

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%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	11.81%	14.11%
Sharp	0.66%	0.79%
Beta	0.9%	0.90%
Alpha	-0.94%	2.62%

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

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Large Cap	68.72	48.21
Mid Cap	20.62	14.61
Small Cap	10.37	31.48
Others	-	5.7

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	0.67	5.2
Industrial Products	0.59	-
Food Products	3.78	-
Retailing	15.1	-
Personal Products	4.27	-
Consumer Durables	10.33	-
Diversified FMCG	6.97	-
Insurance	3.39	-
Banks	11.51	-
Pharmaceuticals & Biotechnology	3.68	-
Healthcare Services	1.35	-
Automobiles	14.4	-
Finance	2.98	-
Consumer Services	0.5	-
Agricultural Food & other Products	1.88	-
Beverages	5.47	-
Realty	0.54	-
Auto Components	1.45	-
Telecom - Services	5.14	-
Diversified	0.65	-
Cement & Cement Products	1.09	-
Transport Services	1.74	-
Textiles & Apparels	0.44	-
Leisure Services	1.79	-
Consumer Defensive	-	31.71
Consumer Cyclical	-	35.05
Healthcare	-	2.95
Basic Materials	-	2.25
Financial Services	-	7.54
Industrials	-	12.85
Technology	-	2.44