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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) | ₹1562 Cr | ₹6363 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 | 2.84% | 1.39% |
| 6 Month | 15.07% | 6.32% |
| 1 Year | 9.16% | 3.82% |
| 3 Year | - | 14.37% |
| 5 Year | - | 20.49% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 3.75% | 1% |
| 1 Year | 15.31% | 8.99% |
| 3 Year | - | 13.21% |
| 5 Year | - | 14.33% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 13.45% | 15.82% |
| 3 Year | - | 15.78% |
| 5 Year | - | 17.08% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 13.16% |
| Sharp | - | 0.60% |
| Beta | - | 0.92% |
| Alpha | - | -0.86% |
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 | 8.13 | 3.28 |
| Large Cap | 57.31 | 68.16 |
| Small Cap | 28.11 | 12.2 |
| Mid Cap | 6.45 | 16.36 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 2.52 | 0.98 |
| Communication Services | 11.16 | 6.39 |
| Basic Materials | 5.19 | 2.25 |
| Consumer Cyclical | 40.58 | 37.57 |
| Consumer Defensive | 29.73 | 25.07 |
| Healthcare | 5.93 | 5.03 |
| Industrials | 4.88 | 4.3 |
| Financial Services | - | 17.88 |
| Real Estate | - | 0.54 |
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