Aditya Birla Sun Life India Gennext Fund vs Kotak Consumption Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1231 Cr | ₹5626 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 16 Nov 2023 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
Turn Over | % | 10% |
Expense Ratio | 2.12 | 1.85 |
Manager | Abhishek Bisen | Dhaval Joshi |
ISIN Code | INF174KA1PM5 | INF209K01447 |
Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 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 | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | -4.96% | -3.38% |
6 Month | -10.33% | -11.77% |
1 Year | 14.65% | 6.99% |
3 Year | - | 13.54% |
5 Year | - | 15.24% |
SIP Return Analysis
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -2.44% | -8.47% |
3 Year | - | 12.45% |
5 Year | - | 16.06% |
Rolling Lumpsum Returns
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 28.26% | 16.47% |
3 Year | - | 15.8% |
5 Year | - | 16.81% |
Risk Management
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | - | 11.81% |
Sharp | - | 0.54% |
Beta | - | 0.9% |
Alpha | - | -2.91% |
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Fund Managers
Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Abhishek Bisen | Dhaval Joshi |
Total AUM | ₹0 Cr | ₹361932 Cr |
Fund Manage | 33 | 55 |
Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 1.54 | 0.36 |
Small Cap | 27.35 | 17.58 |
Large Cap | 44.65 | 64.88 |
Mid Cap | 26.46 | 16.63 |
Sector Allocation
Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 1.54 | 0.36 |
Consumer Staples | 35.85 | - |
Healthcare | 5.97 | - |
Automobile | 21.45 | - |
Services | 13.07 | - |
Consumer Discretionary | 4.66 | - |
Communication | 9.4 | - |
Capital Goods | 2.4 | - |
Materials | 4.83 | - |
Construction | 0.83 | - |
Industrial Products | - | 1.01 |
Food Products | - | 3.59 |
Cement & Cement Products | - | 1.67 |
Personal Products | - | 5.3 |
Retailing | - | 12.9 |
Diversified FMCG | - | 7.51 |
Banks | - | 12.64 |
Pharmaceuticals & Biotechnology | - | 5.05 |
Leisure Services | - | 2.25 |
Consumer Durables | - | 11.4 |
Healthcare Services | - | 1.81 |
Automobiles | - | 11.96 |
Insurance | - | 3.61 |
Finance | - | 2.8 |
Agricultural Food & other Products | - | 1.73 |
Realty | - | 0.53 |
Entertainment | - | 0.36 |
Chemicals & Petrochemicals | - | 0.41 |
Telecom - Services | - | 4.8 |
Transport Services | - | 0.69 |
Beverages | - | 5.85 |
Textiles & Apparels | - | 0.51 |
Auto Components | - | 0.71 |
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