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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) ₹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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