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Aditya Birla Sun Life India Gennext Fund vs UTI India Consumer Fund compare

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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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

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