Aditya Birla Sun Life India Gennext Fund vs UTI India Consumer Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5626 Cr | ₹675 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2005 | 30 Jul 2007 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 10% | 17% |
Expense Ratio | 1.85 | 2.44 |
Manager | Dhaval Joshi | Vishal Chopda |
ISIN Code | INF209K01447 | INF789F01CE6 |
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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.83% | 0.93% |
6 Month | -2.03% | -4.7% |
1 Year | 3.82% | -0.16% |
3 Year | 19.61% | 17.16% |
5 Year | 21.97% | 17.99% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.82% | 4.57% |
1 Year | 2.25% | -2.36% |
3 Year | 14.82% | 13.25% |
5 Year | 16.2% | 13.85% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.17% | 12.01% |
3 Year | 15.76% | 11.84% |
5 Year | 16.9% | 12.05% |
Risk Management
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.81% | 15.355% |
Sharp | 0.78% | 0.317% |
Beta | 0.89% | 0.933% |
Alpha | -0.42% | -1.363% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Vishal Chopda |
Total AUM | ₹361932 Cr | ₹6487 Cr |
Funds Managed | 55 | 3 |
Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.47 | 2.73 |
Mid Cap | 17.27 | 12.5 |
Small Cap | 13.54 | 11 |
Large Cap | 68.23 | 73.77 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 0.47 | 2.17 |
Industrial Products | 0.47 | - |
Food Products | 3.66 | - |
Retailing | 14.59 | - |
Personal Products | 4.61 | - |
Consumer Durables | 9.96 | - |
Diversified FMCG | 7.02 | - |
Banks | 12.93 | - |
Pharmaceuticals & Biotechnology | 4.19 | - |
Healthcare Services | 1.56 | - |
Automobiles | 11.84 | - |
Insurance | 3.64 | - |
Finance | 3.04 | - |
Agricultural Food & other Products | 1.97 | - |
Beverages | 7.04 | - |
Realty | 0.57 | - |
Entertainment | 0.31 | - |
Leisure Services | 2.72 | - |
Telecom - Services | 5.44 | - |
Cement & Cement Products | 1.11 | - |
Transport Services | 0.99 | - |
Textiles & Apparels | 0.53 | - |
Auto Components | 0.85 | - |
Industrials | - | 6.51 |
Consumer Defensive | - | 26.65 |
Consumer Cyclical | - | 41.37 |
Basic Materials | - | 1.74 |
Financial Services | - | 4.9 |
Healthcare | - | 2.89 |
Real Estate | - | 2.33 |
Communication Services | - | 11.44 |
Top Comparisons
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns20.15%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns15.21%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.63%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.78%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns23.14%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns22.99%
Kotak Bluechip Fund - Growth
3Y Returns18.91%
Axis Large Cap Fund - Regular Plan - Growth
3Y Returns15.08%