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Kotak Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
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) | ₹1709 Cr | ₹6539 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 | -1.41% | -1.3% |
| 6 Month | 8.81% | 3.47% |
| 1 Year | 5.66% | 3.29% |
| 3 Year | - | 14.15% |
| 5 Year | - | 16.1% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -0.32% | -1.31% |
| 1 Year | 13.04% | 6.69% |
| 3 Year | - | 12.08% |
| 5 Year | - | 13.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 13.45% | 15.58% |
| 3 Year | - | 15.71% |
| 5 Year | - | 17.21% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.81% |
| Sharp | - | 0.65% |
| Beta | - | 0.9% |
| Alpha | - | -2.04% |
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 | 12.88 | 5.47 |
| Large Cap | 53.62 | 67.84 |
| Small Cap | 28.36 | 11.21 |
| Mid Cap | 5.13 | 15.48 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 1.65 | 0.81 |
| Communication Services | 11.36 | 6.83 |
| Basic Materials | 9.91 | 2.23 |
| Consumer Cyclical | 36.97 | 36.11 |
| Consumer Defensive | 27.53 | 25.76 |
| Healthcare | 5.78 | 5.24 |
| Industrials | 4.68 | 4.03 |
| Technology | 2.13 | - |
| Financial Services | - | 18.4 |
| Real Estate | - | 0.59 |
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