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) | ₹1069 Cr | ₹6521 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 | -1.23% | -2.2% |
| 6 Month | -2.23% | -1.67% |
| 1 Year | 2.17% | 5.09% |
| 3 Year | - | 14.92% |
| 5 Year | - | 14.49% |
SIP Return Analysis
| Scheme Name | HDFC Non-Cyclical Consumer Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -4.27% | -3.56% |
| 1 Year | -0.01% | 1.4% |
| 3 Year | - | 9.39% |
| 5 Year | - | 12% |
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 | 10.72 | 8.49 |
| Large Cap | 66.87 | 67.1 |
| Mid Cap | 9.15 | 15.05 |
| Small Cap | 13.26 | 9.36 |
Sector Allocation
| Scheme Name |
HDFC Non-Cyclical Consumer Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 1.72 | 1.06 |
| Consumer Cyclical | 45.32 | 36.17 |
| Consumer Defensive | 32.67 | 25.47 |
| Basic Materials | 5.77 | 2.44 |
| Healthcare | 5.09 | 5.24 |
| Technology | 1.43 | 0.22 |
| Communication Services | 5.04 | 6.86 |
| Financial Services | 1.71 | 18.11 |
| Industrials | 1.26 | 3.79 |
| Real Estate | - | 0.63 |
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