Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare

Link copied to clipboard!

tortoise-icon Kotak Consumption Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Consumption Fund-Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
Fund Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹1334 Cr ₹6277 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 Consumption Fund-Growth Option
1 Month 1.34% -0.66%
6 Month 4.66% 7.29%
1 Year 3.06% -0.57%
3 Year - 15.92%
5 Year - 21.11%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
6 Month 7.08% 5.31%
1 Year 7.04% 5.71%
3 Year - 15.48%
5 Year - 16.45%

Rolling Lumpsum Returns

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
1 Year 14.66% 16%
3 Year - 15.82%
5 Year - 16.98%

Risk Management

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption Fund-Growth Option
Standard Deviation - 11.81%
Sharp - 0.99%
Beta - 0.88%
Alpha - 0.15%

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 Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life Consumption 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 Consumption Fund-Growth Option

Market Cap

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 4.92 3.79
Large Cap 57.05 66.49
Mid Cap 8.76 16.29
Small Cap 29.28 13.43

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 1.39 0.73
Basic Materials 4.13 1.79
Consumer Cyclical 41.47 36.05
Consumer Defensive 23.74 25.1
Communication Services 13.73 6.98
Healthcare 9.17 5.67
Industrials 6.38 3.93
Financial Services - 19.19
Real Estate - 0.55

Top Comparisons

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns20.86%

Compare Now

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns20.92%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns27.22%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns22.83%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns19.57%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns19.76%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully