Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Consumption Opportunities Fund vs Aditya Birla Sun Life India Gennext Fund compare

Link copied to clipboard!

tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

Invest Now

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 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 -0.8% 0.83%
6 Month -8.83% -2.03%
1 Year -0.08% 3.82%
3 Year 19.82% 19.61%
5 Year 26.45% 21.97%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month 1.97% 5.82%
1 Year -7.41% 2.25%
3 Year 13.15% 14.82%
5 Year 18.42% 16.2%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext 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 India Gennext Fund-Growth Option
Standard Deviation 14.843% 11.81%
Sharp 0.668% 0.78%
Beta 0.901% 0.89%
Alpha 3.908% -0.42%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 0.47
Small Cap 35.34 13.54
Mid Cap 26.15 17.27
Large Cap 34.26 68.23

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 4.25 0.47
Industrials 6.74 -
Consumer Cyclical 51.24 -
Consumer Defensive 29.22 -
Communication Services 5.09 -
Basic Materials 3.46 -
Industrial Products - 0.47
Food Products - 3.66
Retailing - 14.59
Personal Products - 4.61
Consumer Durables - 9.96
Diversified FMCG - 7.02
Banks - 12.93
Pharmaceuticals & Biotechnology - 4.19
Healthcare Services - 1.56
Automobiles - 11.84
Insurance - 3.64
Finance - 3.04
Agricultural Food & other Products - 1.97
Beverages - 7.04
Realty - 0.57
Entertainment - 0.31
Leisure Services - 2.72
Telecom - Services - 5.44
Cement & Cement Products - 1.11
Transport Services - 0.99
Textiles & Apparels - 0.53
Auto Components - 0.85

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns23.75%

VS

QUANT COMMODITIES FUND REGULAR PLAN GROWTH QUANT COMMODITIES FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns30.87%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns29.33%

Compare Now

WhiteOak Capital Liquid Fund- Regular plan-Growth Option WhiteOak Capital Liquid Fund- Regular plan-Growth Option

3Y Returns6.77%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.94%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns23.48%

VS

Kotak Flexicap Fund - Growth Kotak Flexicap Fund - Growth

3Y Returns21.59%

Compare Now
Add to Cart Successfully