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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 2.4% 5.49%
6 Month -4.82% -2.47%
1 Year 12.77% 9.78%
3 Year - 16.12%
5 Year - 22.61%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month -0.69% 3.15%
1 Year -4.71% -0.63%
3 Year - 15.66%
5 Year - 17.11%

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 - 0.49%
Beta - 0.88%
Alpha - -1.98%

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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 0.33
Small Cap 29.06 13.58
Large Cap 60.18 68.59
Mid Cap 7.38 17.17

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 2.03 0.33
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 - 0.49
Food Products - 3.59
Retailing - 14.95
Personal Products - 4.69
Consumer Durables - 10.47
Diversified FMCG - 7.15
Banks - 12.7
Pharmaceuticals & Biotechnology - 4.36
Healthcare Services - 1.56
Automobiles - 12.21
Insurance - 3.36
Finance - 3.47
Agricultural Food & other Products - 1.85
Beverages - 6.57
Realty - 0.6
Entertainment - 0.3
Leisure Services - 2.58
Telecom - Services - 5.19
Cement & Cement Products - 1.09
Transport Services - 0.95
Textiles & Apparels - 0.53
Auto Components - 0.68

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