SBI Consumption Opportunities Fund vs Aditya Birla Sun Life India Gennext Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
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) | ₹3186 Cr | ₹6277 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 | -1.55% | -1.25% |
6 Month | 1.9% | 8.2% |
1 Year | -6.31% | -0.25% |
3 Year | 17.16% | 15.88% |
5 Year | 26.59% | 21.08% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
6 Month | 2.09% | 5.31% |
1 Year | -5.07% | 5.71% |
3 Year | 12.6% | 15.48% |
5 Year | 17.76% | 16.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
1 Year | 17.57% | 16.17% |
3 Year | 16.62% | 15.76% |
5 Year | 14.92% | 16.9% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Standard Deviation | 14.30% | 11.81% |
Sharp | 0.95% | 0.99% |
Beta | 0.88% | 0.88% |
Alpha | 0.97% | 0.15% |
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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 | 4.65 | 3.79 |
Small Cap | 26.67 | 13.43 |
Mid Cap | 25.68 | 16.29 |
Large Cap | 43 | 66.49 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
---|---|---|
Others | 4.65 | 0.73 |
Industrials | 6.49 | 3.93 |
Consumer Cyclical | 47.86 | 36.05 |
Basic Materials | 7.38 | 1.79 |
Consumer Defensive | 28.38 | 25.1 |
Communication Services | 5.24 | 6.98 |
Financial Services | - | 19.19 |
Healthcare | - | 5.67 |
Real Estate | - | 0.55 |
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