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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) | ₹6239 Cr | ₹2482 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 | 1.22% | 0.98% |
| 6 Month | 16.4% | 15.88% |
| 1 Year | -2.29% | -1.5% |
| 3 Year | 15.38% | 17.75% |
| 5 Year | 19.53% | 20.1% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.68% | 5.05% |
| 1 Year | 8.2% | 7.28% |
| 3 Year | 14.85% | 17.42% |
| 5 Year | 15.88% | 17.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16% | 18.01% |
| 3 Year | 15.82% | 17.1% |
| 5 Year | 16.98% | 16.99% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.81% | 14.29% |
| Sharp | 0.77% | 0.85% |
| Beta | 0.89% | 0.88% |
| Alpha | -0.1% | 3.37% |
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 | 3.17 | 4.36 |
| Mid Cap | 16.22 | 15.18 |
| Small Cap | 13.02 | 33.6 |
| Large Cap | 67.59 | 46.86 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 0.82 | 3.84 |
| Industrials | 3.91 | 11.97 |
| Consumer Defensive | 25.8 | 31.9 |
| Consumer Cyclical | 35.76 | 34.42 |
| Basic Materials | 1.99 | 2.38 |
| Financial Services | 18.73 | 7.93 |
| Healthcare | 5.8 | 4.17 |
| Real Estate | 0.53 | 0 |
| Communication Services | 6.66 | - |
| Technology | - | 3.39 |
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