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) | ₹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 | 1.73% | 1.39% |
| 6 Month | 3.54% | 6.32% |
| 1 Year | -4.26% | 3.82% |
| 3 Year | 14.07% | 14.37% |
| 5 Year | 24.62% | 20.49% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | -0.35% | 1% |
| 1 Year | 0.35% | 8.99% |
| 3 Year | 9.8% | 13.21% |
| 5 Year | 14.8% | 14.33% |
Rolling Lumpsum Returns
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 16.89% | 15.82% |
| 3 Year | 16.63% | 15.78% |
| 5 Year | 15.13% | 17.08% |
Risk Management
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 13.89% | 13.16% |
| Sharp | 0.55% | 0.60% |
| Beta | 0.93% | 0.92% |
| Alpha | -1.08% | -0.86% |
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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