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 | 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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