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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) | ₹6539 Cr | ₹2685 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 | -0.38% | -1.16% |
| 6 Month | 2.98% | 5.98% |
| 1 Year | 5.42% | -0.49% |
| 3 Year | 15.31% | 19.17% |
| 5 Year | 16.86% | 17.66% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.31% | -1.54% |
| 1 Year | 6.69% | 6.42% |
| 3 Year | 12.08% | 13.83% |
| 5 Year | 13.65% | 15.57% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.58% | 16.32% |
| 3 Year | 15.71% | 17.32% |
| 5 Year | 17.21% | 17.26% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.10% |
| Sharp | 0.65% | 0.79% |
| Beta | 0.9% | 0.92% |
| Alpha | -2.04% | 3.24% |
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 | 5.47 | 9.72 |
| Mid Cap | 15.48 | 13.19 |
| Small Cap | 11.21 | 31.59 |
| Large Cap | 67.84 | 45.5 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.81 | 4.77 |
| Industrials | 4.03 | 10.28 |
| Consumer Defensive | 25.76 | 32.53 |
| Consumer Cyclical | 36.11 | 33.22 |
| Basic Materials | 2.23 | 1.89 |
| Financial Services | 18.4 | 8.8 |
| Healthcare | 5.24 | 2.74 |
| Real Estate | 0.59 | - |
| Communication Services | 6.83 | - |
| Technology | - | 5.76 |
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