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) | ₹2802 Cr | ₹6363 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 | 0.73% | 1.39% |
| 6 Month | 4.82% | 6.32% |
| 1 Year | 3.11% | 3.82% |
| 3 Year | 15.3% | 14.37% |
| 5 Year | 23.79% | 20.49% |
SIP Return Analysis
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 0.91% | 1% |
| 1 Year | 8.02% | 8.99% |
| 3 Year | 13.69% | 13.21% |
| 5 Year | 16.65% | 14.33% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 16.06% | 15.82% |
| 3 Year | 13.67% | 15.78% |
| 5 Year | 13.47% | 17.08% |
Risk Management
| Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.43% | 13.16% |
| Sharp | 0.65% | 0.60% |
| Beta | 0.89% | 0.92% |
| Alpha | 0.32% | -0.86% |
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 | 5.42 | 3.28 |
| Large Cap | 73.18 | 68.16 |
| Small Cap | 6.92 | 12.2 |
| Mid Cap | 14.48 | 16.36 |
Sector Allocation
| Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 3.13 | 0.98 |
| Basic Materials | 4.17 | 2.25 |
| Consumer Cyclical | 44.1 | 37.57 |
| Consumer Defensive | 34.82 | 25.07 |
| Industrials | 6.95 | 4.3 |
| Communication Services | 5.8 | 6.39 |
| Financial Services | 1.02 | 17.88 |
| Healthcare | - | 5.03 |
| Real Estate | - | 0.54 |
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