HDFC Non vs Aditya Birla Sun Life India Gennext Fund compare
HDFC Non-Cyclical Consumer Fund - Regular (G)
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1082 Cr | ₹6539 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 12 Jul 2023 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 10% |
| Expense Ratio | 2.3 | 1.85 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KC1GR6 | INF209K01447 |
| Exits Load | HDFC Non-Cyclical Consumer Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | -1.1% | -0.99% |
| 6 Month | -1.68% | -0.95% |
| 1 Year | -2.01% | 2.77% |
| 3 Year | - | 14.69% |
| 5 Year | - | 14.6% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -3.41% | -1.49% |
| 1 Year | 0.24% | 4.31% |
| 3 Year | - | 10.14% |
| 5 Year | - | 12.34% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 9.08% | 15.54% |
| 3 Year | - | 15.68% |
| 5 Year | - | 17.18% |
Risk Management
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 12.94% |
| Sharp | - | 0.67% |
| Beta | - | 0.93% |
| Alpha | - | -0.29% |
Fund Managers
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 0.21 | 5.47 |
| Small Cap | 18.02 | 11.21 |
| Mid Cap | 13.58 | 15.48 |
| Large Cap | 68.19 | 67.84 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 0.21 | 0.81 |
| Auto Components | 3.03 | - |
| Personal Products | 6.63 | - |
| Retailing | 20.76 | - |
| Consumer Durables | 12.85 | - |
| Healthcare Services | 3.92 | - |
| Diversified FMCG | 10.9 | - |
| Leisure Services | 7.53 | - |
| Automobiles | 9.49 | - |
| Healthcare Equipment & Supplies | 0.28 | - |
| Beverages | 9.72 | - |
| Agricultural Food & other Products | 0.41 | - |
| Food Products | 4.74 | - |
| Chemicals & Petrochemicals | 0.79 | - |
| Telecom - Services | 4.53 | - |
| Financial Technology (Fintech) | 2.02 | - |
| Diversified Fmcg | 0.3 | - |
| Transport Services | 1.89 | - |
| Industrials | - | 4.03 |
| Consumer Defensive | - | 25.76 |
| Consumer Cyclical | - | 36.11 |
| Basic Materials | - | 2.23 |
| Financial Services | - | 18.4 |
| Healthcare | - | 5.24 |
| Real Estate | - | 0.59 |
| Communication Services | - | 6.83 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns19.34%
Axis ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns14.61%
UTI Healthcare Fund - Regular Plan - Growth Option
3Y Returns23.52%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
3Y Returns6.18%
UTI QUARTERLY INTERVAL FUND I REGULAR GROWTH PLAN
3Y Returns6.18%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.95%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns15.2%