Tata India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare

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Aditya Birla Sun Life Consumption Fund-Growth Option

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Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Fund	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹6277 Cr	₹2457 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	05 Aug 2005	28 Dec 2015
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	Nifty India Consumption TRI
Turn Over	10%	57.26%
Expense Ratio	1.85	2
Manager	Dhaval Joshi	Sonam Udasi
ISIN Code	INF209K01447	INF277K010A2
Exits Load	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	Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Month	-0.66%	1.13%
6 Month	7.29%	5.8%
1 Year	-0.57%	1.49%
3 Year	15.92%	19.16%
5 Year	21.11%	21.53%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	5.31%	6.34%
1 Year	5.71%	4.1%
3 Year	15.48%	17.89%
5 Year	16.45%	18.23%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Year	16%	18.01%
3 Year	15.82%	17.1%
5 Year	16.98%	16.99%

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	11.81%	15.42%
Sharp	0.99%	1.02%
Beta	0.88%	0.94%
Alpha	0.15%	2.52%

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Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Name	Dhaval Joshi	Sonam Udasi
Total AUM	₹361932 Cr	₹12959 Cr
Funds Managed	55	6
	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	3.79	2.97
Mid Cap	16.29	16.48
Small Cap	13.43	32.89
Large Cap	66.49	47.66

Scheme Name	Aditya Birla Sun Life Consumption Fund-Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	0.73	2.76
Industrials	3.93	14
Consumer Defensive	25.1	33.28
Consumer Cyclical	36.05	34.51
Basic Materials	1.79	2.46
Financial Services	19.19	7.64
Healthcare	5.67	2.01
Real Estate	0.55	0.21
Communication Services	6.98	-
Technology	-	3.13