Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Non vs Aditya Birla Sun Life India Gennext Fund compare

Link copied to clipboard!

tortoise-icon HDFC Non-Cyclical Consumer Fund - Regular (G)

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹884 Cr ₹5626 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 India Gennext Fund-Growth Option
1 Month -1.87% -1.02%
6 Month -3.14% -0.92%
1 Year 4.27% 3.5%
3 Year - 20.66%
5 Year - 22.3%

SIP Return Analysis

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month 3.18% 5.82%
1 Year -2.67% 2.25%
3 Year - 14.82%
5 Year - 16.2%

Rolling Lumpsum Returns

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year 25.24% 16.17%
3 Year - 15.76%
5 Year - 16.9%

Risk Management

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation - 11.81%
Sharp - 0.78%
Beta - 0.89%
Alpha - -0.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Non-Cyclical Consumer Fund - Regular (G) Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option

Market Cap

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 4.31 0.47
Small Cap 21.64 13.54
Large Cap 62.98 68.23
Mid Cap 11.07 17.27

Sector Allocation

Scheme Name

HDFC Non-Cyclical Consumer Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 4.06 0.47
Technology 1.65 -
Consumer Defensive 34.63 -
Consumer Cyclical 42.06 -
Basic Materials 5.42 -
Healthcare 3.71 -
Industrials 1.77 -
Communication Services 6.7 -
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

Top Comparisons

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.95%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.95%

Compare Now

ICICI Prudential Focused Equity Fund - Growth ICICI Prudential Focused Equity Fund - Growth

3Y Returns27.5%

VS

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns24.05%

Compare Now

Franklin India Prima Fund-Growth Franklin India Prima Fund-Growth

3Y Returns29.98%

VS

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns28.18%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns28.46%

VS

Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth

3Y Returns22.95%

Compare Now
Add to Cart Successfully