Aditya Birla Sun Life India Gennext Fund vs Nippon India Consumption Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2184 Cr | ₹5626 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Oct 2004 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 10% |
Expense Ratio | 2.01 | 1.85 |
Manager | Amar Kalkundrikar | Dhaval Joshi |
ISIN Code | INF204K01AQ4 | INF209K01447 |
Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | -4.74% | -3.95% |
6 Month | -18.17% | -16.49% |
1 Year | 3.98% | 3.99% |
3 Year | 18.22% | 14.2% |
5 Year | 22.21% | 17.46% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | -10.16% | -10.38% |
1 Year | -18.77% | -17.34% |
3 Year | 11.95% | 9.82% |
5 Year | 17.75% | 14.1% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 16.96% | 16.47% |
3 Year | 12.95% | 15.8% |
5 Year | 13.21% | 16.81% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | 14.77% | 11.81% |
Sharp | 0.737% | 0.49% |
Beta | 0.909% | 0.88% |
Alpha | 4.825% | -1.55% |
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Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Amar Kalkundrikar | Dhaval Joshi |
Total AUM | ₹19671 Cr | ₹361932 Cr |
Fund Manage | 4 | 55 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 3.00211 | 0.82067 |
Mid Cap | 20.03569 | 16.4042 |
Large Cap | 61.64825 | 68.90523 |
Small Cap | 15.31396 | 13.86987 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 3.00211 | 0.64046 |
Consumer Cyclical | 41.05505 | 35.361 |
Basic Materials | 5.31242 | 1.82387 |
Consumer Defensive | 35.08125 | 27.04339 |
Industrials | 6.97488 | 2.67578 |
Communication Services | 7.18527 | 6.97855 |
Financial Services | 0.71581 | 18.31363 |
Technology | 0.67322 | - |
Healthcare | - | 6.56941 |
Real Estate | - | 0.59388 |
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