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SBI Consumption Opportunities Fund vs Aditya Birla Sun Life India Gennext Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life Consumption Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Fund SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3180 Cr ₹6363 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jan 2013 05 Aug 2005
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 10%
Expense Ratio 1.98 1.85
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01VR6 INF209K01447
Exits Load SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
1 Month 0.39% 0.49%
6 Month 0.68% 4.88%
1 Year -3.21% 5.87%
3 Year 14.12% 14.73%
5 Year 23.03% 18.59%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
6 Month -0.55% 1.09%
1 Year 0.95% 10.33%
3 Year 9.82% 13.33%
5 Year 14.61% 14.29%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
1 Year 16.52% 15.68%
3 Year 16.57% 15.76%
5 Year 15.22% 17.21%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Standard Deviation 13.89% 11.81%
Sharp 0.55% 0.66%
Beta 0.93% 0.9%
Alpha -1.08% -1.6%

Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Funds Managed 43 55
SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life Consumption Fund-Growth Option

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 5.95 3.28
Small Cap 24.46 12.2
Mid Cap 24.04 16.36
Large Cap 45.55 68.16

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life Consumption Fund-Growth Option

Others 4.68 0.98
Industrials 6.78 4.3
Consumer Cyclical 46.53 37.57
Basic Materials 7.57 2.25
Consumer Defensive 28.6 25.07
Communication Services 5.85 6.39
Financial Services - 17.88
Healthcare - 5.03
Real Estate - 0.54

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