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Aditya Birla Sun Life India Gennext Fund vs Tata India Consumer Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
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) | ₹5626 Cr | ₹2375 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 | 5.06% | 3.54% |
| 6 Month | -3.24% | -7.77% |
| 1 Year | 9.39% | 9.59% |
| 3 Year | 17.75% | 19.56% |
| 5 Year | 23.21% | 22.9% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.69% | -2.58% |
| 1 Year | -3.54% | -9.21% |
| 3 Year | 13.9% | 15.24% |
| 5 Year | 15.8% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.47% | 19.88% |
| 3 Year | 15.8% | 16.83% |
| 5 Year | 16.81% | 16.34% |
Risk Management
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 16.229% |
| Sharp | 0.68% | 0.596% |
| Beta | 0.9% | 0.973% |
| Alpha | -0.9% | 3.16% |
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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 | 0.64 | 8.52 |
| Mid Cap | 16.96 | 16.55 |
| Small Cap | 13.53 | 28.63 |
| Large Cap | 68.55 | 46.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.64 | 8.14 |
| Industrial Products | 0.45 | - |
| Food Products | 3.59 | - |
| Retailing | 14.74 | - |
| Personal Products | 4.7 | - |
| Consumer Durables | 10.24 | - |
| Diversified FMCG | 7.06 | - |
| Banks | 12.8 | - |
| Pharmaceuticals & Biotechnology | 4.38 | - |
| Healthcare Services | 1.65 | - |
| Automobiles | 11.73 | - |
| Insurance | 3.46 | - |
| Finance | 3.3 | - |
| Agricultural Food & other Products | 1.8 | - |
| Beverages | 6.99 | - |
| Realty | 0.6 | - |
| Entertainment | 0.3 | - |
| Leisure Services | 2.48 | - |
| Telecom - Services | 5.38 | - |
| Cement & Cement Products | 1.16 | - |
| Transport Services | 1.02 | - |
| Textiles & Apparels | 0.53 | - |
| Auto Components | 0.68 | - |
| Industrials | - | 12.66 |
| Consumer Defensive | - | 32.59 |
| Consumer Cyclical | - | 34.96 |
| Basic Materials | - | 3.06 |
| Healthcare | - | 0 |
| Financial Services | - | 3.44 |
| Technology | - | 5.15 |
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