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Aditya Birla Sun Life India Gennext Fund vs Kotak Consumption Fund compare

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tortoise-icon Kotak Consumption Fund - Regular (G)

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

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Chart Comparison

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

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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