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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 India Gennext Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Fund | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2940 Cr | ₹5626 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 India Gennext Fund-Growth Option |
|---|---|---|
| 1 Month | 4.21% | 6.53% |
| 6 Month | -3.87% | 0.95% |
| 1 Year | 9.79% | 11.75% |
| 3 Year | 20.12% | 19.99% |
| 5 Year | 29.31% | 23.9% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 6 Month | -2.06% | 1.69% |
| 1 Year | -10.66% | -3.54% |
| 3 Year | 13.37% | 13.9% |
| 5 Year | 18.99% | 15.8% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 1 Year | 18.13% | 16.47% |
| 3 Year | 16.55% | 15.8% |
| 5 Year | 14.76% | 16.81% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Standard Deviation | 14.843% | 11.81% |
| Sharp | 0.668% | 0.68% |
| Beta | 0.901% | 0.9% |
| Alpha | 3.908% | -0.9% |
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Fund Managers
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option |
Market Cap
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 4.25 | 0.64 |
| Small Cap | 35.34 | 13.53 |
| Mid Cap | 26.15 | 16.96 |
| Large Cap | 34.26 | 68.55 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 4.25 | 0.64 |
| Industrials | 6.74 | - |
| Consumer Cyclical | 51.24 | - |
| Consumer Defensive | 29.22 | - |
| Communication Services | 5.09 | - |
| Basic Materials | 3.46 | - |
| Industrial Products | - | 0.45 |
| Food Products | - | 3.59 |
| Retailing | - | 14.74 |
| Personal Products | - | 4.7 |
| Consumer Durables | - | 10.24 |
| Diversified FMCG | - | 7.06 |
| Banks | - | 12.8 |
| Pharmaceuticals & Biotechnology | - | 4.38 |
| Healthcare Services | - | 1.65 |
| Automobiles | - | 11.73 |
| Insurance | - | 3.46 |
| Finance | - | 3.3 |
| Agricultural Food & other Products | - | 1.8 |
| Beverages | - | 6.99 |
| Realty | - | 0.6 |
| Entertainment | - | 0.3 |
| Leisure Services | - | 2.48 |
| Telecom - Services | - | 5.38 |
| Cement & Cement Products | - | 1.16 |
| Transport Services | - | 1.02 |
| Textiles & Apparels | - | 0.53 |
| Auto Components | - | 0.68 |
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