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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) | ₹6526 Cr | ₹2660 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 | -1.13% | 0.01% |
| 6 Month | 3.68% | 6.54% |
| 1 Year | 7.5% | 6.02% |
| 3 Year | 15.32% | 19.59% |
| 5 Year | 18.26% | 19.5% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.13% | 2.62% |
| 1 Year | 11.1% | 12.54% |
| 3 Year | 13.59% | 16.44% |
| 5 Year | 14.42% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.68% | 16.67% |
| 3 Year | 15.76% | 17.28% |
| 5 Year | 17.21% | 17.22% |
Risk Management
| 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 | -1.6% | 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 | 4.84 | 9.82 |
| Mid Cap | 15.52 | 12.51 |
| Small Cap | 12.16 | 31.5 |
| Large Cap | 67.48 | 46.17 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 1.47 | 6.3 |
| Industrials | 4.04 | 10.97 |
| Consumer Defensive | 25.64 | 32.39 |
| Consumer Cyclical | 36.46 | 33.01 |
| Basic Materials | 2.2 | 2.02 |
| Financial Services | 18.27 | 6.94 |
| Healthcare | 4.58 | 2.88 |
| Real Estate | 0.57 | - |
| Communication Services | 6.76 | - |
| Technology | - | 5.49 |
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