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

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tortoise-icon Kotak Consumption Fund - Regular (G)

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

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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 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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