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) | ₹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% |
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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 |
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