Nippon India Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹2756 Cr | ₹6324 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Oct 2004 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 10% |
Expense Ratio | 2.01 | 1.85 |
Manager | Amar Kalkundrikar | Dhaval Joshi |
ISIN Code | INF204K01AQ4 | INF209K01447 |
Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Month | 4.47% | 3.69% |
6 Month | 18.06% | 18.05% |
1 Year | -4.96% | -2.9% |
3 Year | 15.81% | 14.5% |
5 Year | 23.05% | 20.67% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 6.23% | 5.85% |
1 Year | 15.16% | 14.95% |
3 Year | 17.27% | 16.19% |
5 Year | 19.08% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Year | 16.24% | 16% |
3 Year | 13.51% | 15.82% |
5 Year | 13.42% | 16.98% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Standard Deviation | 13.41% | 11.81% |
Sharp | 0.72% | 0.68% |
Beta | 0.85% | 0.89% |
Alpha | 3.00% | -0.43% |
Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Name | Amar Kalkundrikar | Dhaval Joshi |
Total AUM | ₹19671 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 3.81 | 3.17 |
Large Cap | 68.77 | 67.59 |
Small Cap | 12.17 | 13.02 |
Mid Cap | 15.25 | 16.22 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 3.81 | 0.82 |
Basic Materials | 5.36 | 1.99 |
Consumer Cyclical | 42.3 | 35.76 |
Consumer Defensive | 32.44 | 25.8 |
Industrials | 7.72 | 3.91 |
Communication Services | 7.22 | 6.66 |
Financial Services | 1.14 | 18.73 |
Healthcare | - | 5.8 |
Real Estate | - | 0.53 |
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