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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 Very High
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 3.71% 4.94%
6 Month -16.23% -15.88%
1 Year 13.58% 6.38%
3 Year - 13.55%
5 Year - 24.11%

SIP Return Analysis

Scheme Name Kotak Consumption Fund - Regular (G) Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month -6.71% -5.41%
1 Year -7.58% -9.78%
3 Year - 12.76%
5 Year - 15.77%

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 - 0.49%
Beta - 0.88%
Alpha - -1.55%

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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
Funds Managed 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 3.37 0.82
Small Cap 29.06 13.87
Large Cap 60.18 68.91
Mid Cap 7.38 16.4

Sector Allocation

Scheme Name

Kotak Consumption Fund - Regular (G)

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 2.03 0.64
Basic Materials 1.72 1.82
Consumer Cyclical 38.7 35.36
Technology 0 -
Industrials 7.04 2.68
Consumer Defensive 28.95 27.04
Communication Services 12.25 6.98
Healthcare 9.04 6.57
Real Estate 0.28 0.59
Financial Services - 18.31

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