Kotak Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | Kotak Consumption 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) | ₹1231 Cr | ₹5626 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 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 | 2.12 | 1.85 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174KA1PM5 | INF209K01447 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | 5% | 5.36% |
6 Month | 1.2% | 3.79% |
1 Year | 16.19% | 12.02% |
3 Year | - | 19.97% |
5 Year | - | 24.17% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | -1.7% | 1.69% |
1 Year | -7.48% | -3.54% |
3 Year | - | 13.9% |
5 Year | - | 15.8% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 28.26% | 16.47% |
3 Year | - | 15.8% |
5 Year | - | 16.81% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | - | 11.81% |
Sharp | - | 0.68% |
Beta | - | 0.9% |
Alpha | - | -0.9% |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Funds Managed | 33 | 55 |
Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 3.37 | 0.64 |
Small Cap | 29.06 | 13.53 |
Large Cap | 60.18 | 68.55 |
Mid Cap | 7.38 | 16.96 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 2.03 | 0.64 |
Basic Materials | 1.72 | - |
Consumer Cyclical | 38.7 | - |
Technology | 0 | - |
Industrials | 7.04 | - |
Consumer Defensive | 28.95 | - |
Communication Services | 12.25 | - |
Healthcare | 9.04 | - |
Real Estate | 0.28 | - |
Industrial Products | - | 0.45 |
Food Products | - | 3.59 |
Retailing | - | 14.74 |
Personal Products | - | 4.7 |
Consumer Durables | - | 10.24 |
Diversified FMCG | - | 7.06 |
Banks | - | 12.8 |
Pharmaceuticals & Biotechnology | - | 4.38 |
Healthcare Services | - | 1.65 |
Automobiles | - | 11.73 |
Insurance | - | 3.46 |
Finance | - | 3.3 |
Agricultural Food & other Products | - | 1.8 |
Beverages | - | 6.99 |
Realty | - | 0.6 |
Entertainment | - | 0.3 |
Leisure Services | - | 2.48 |
Telecom - Services | - | 5.38 |
Cement & Cement Products | - | 1.16 |
Transport Services | - | 1.02 |
Textiles & Apparels | - | 0.53 |
Auto Components | - | 0.68 |
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