Canara Robeco Consumer Trends Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life Consumption Fund-Growth Option
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹6539 Cr | ₹2025 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Aug 2005 | 14 Sep 2009 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | BSE 100 |
| Turn Over | 10% | 32% |
| Expense Ratio | 1.85 | 2.1 |
| Manager | Dhaval Joshi | Shridatta Bhandwaldar |
| ISIN Code | INF209K01447 | INF760K01241 |
| 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 | Canara Robeco Consumer Trends Fund - Regular Plan- Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.99% | -1.7% |
| 6 Month | -0.95% | -1.97% |
| 1 Year | 2.77% | 2.64% |
| 3 Year | 14.69% | 15.64% |
| 5 Year | 14.6% | 15.27% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.49% | -1.63% |
| 1 Year | 4.31% | 3.37% |
| 3 Year | 10.14% | 10.43% |
| 5 Year | 12.34% | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.54% | 14.3% |
| 3 Year | 15.68% | 16.7% |
| 5 Year | 17.18% | 17.68% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.81% | 12.46% |
| Sharp | 0.73% | 0.82% |
| Beta | 0.9% | 0.95% |
| Alpha | -2.05% | 1.73% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Shridatta Bhandwaldar |
| Total AUM | ₹361932 Cr | ₹69491 Cr |
| Funds Managed | 55 | 12 |
| Aditya Birla Sun Life Consumption Fund-Growth Option | Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.47 | 11.7 |
| Mid Cap | 15.48 | 18 |
| Small Cap | 11.21 | 12.84 |
| Large Cap | 67.84 | 57.46 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Consumption Fund-Growth Option |
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.81 | 2.89 |
| Industrials | 4.03 | 4.18 |
| Consumer Defensive | 25.76 | 21.54 |
| Consumer Cyclical | 36.11 | 34.34 |
| Basic Materials | 2.23 | 2.05 |
| Financial Services | 18.4 | 23.81 |
| Healthcare | 5.24 | 2.3 |
| Real Estate | 0.59 | - |
| Communication Services | 6.83 | 7.77 |
| Technology | - | 1.12 |
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