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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) | ₹3219 Cr | ₹6539 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 | -1.24% | -0.79% |
| 6 Month | 0.72% | 3.39% |
| 1 Year | -7.49% | 2.46% |
| 3 Year | 13.13% | 13.96% |
| 5 Year | 19.57% | 16.5% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -1.32% | 0.42% |
| 1 Year | 1.64% | 10.42% |
| 3 Year | 8.5% | 12.56% |
| 5 Year | 13.55% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 16.46% | 15.64% |
| 3 Year | 16.53% | 15.73% |
| 5 Year | 15.25% | 17.23% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.96% | 13.17% |
| Sharp | 0.51% | 0.59% |
| Beta | 0.94% | 0.94% |
| Alpha | -0.97% | -0.34% |
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 | 4.66 | 4.84 |
| Small Cap | 22.74 | 12.16 |
| Mid Cap | 23.56 | 15.52 |
| Large Cap | 49.04 | 67.48 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 1.6 | 1.47 |
| Industrials | 6.74 | 4.04 |
| Consumer Cyclical | 44.65 | 36.46 |
| Basic Materials | 7.83 | 2.2 |
| Consumer Defensive | 29.64 | 25.64 |
| Technology | 1.81 | - |
| Communication Services | 6.24 | 6.76 |
| Financial Services | 1.48 | 18.27 |
| Healthcare | - | 4.58 |
| Real Estate | - | 0.57 |
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