Aditya Birla Sun Life India Gennext Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2403 Cr ₹5441 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 14 Jul 1999 05 Aug 2005
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 42% 10%
Expense Ratio 2.03 1.87
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01VR6 INF209K01447
Exits Load Exit load of 0.10% if redeemed within 30 days./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Month 3.3% 7%
6 Month 26.17% 24.49%
1 Year 41.16% 38.91%
3 Year 28.63% 18.52%
5 Year 26.06% 23.01%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year 16.8% 16.18%
3 Year 44.99% 36.87%
5 Year 94.18% 71.78%

Rolling Lumpsum Returns

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year 25.14% 21.03%
3 Year 69.95% 53.25%
5 Year 97.32% 75.29%

Risk Management

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation 10.64% 11.81%
Sharp 1.64% 1.06%
Beta 0.63% 0.86%
Alpha 9.1% -0.58%

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Fund Managers

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option

Market Cap

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Small Cap 41.18 15.53
Large Cap 32.1 61.85
Mid Cap 23.82 17.27
Others 2.9 5.35

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Textiles & Apparels 7.57 -
Telecom - Services 6.17 -
Leisure Services 10.47 -
Diversified FMCG 5.79 -
Consumer Durables 23.43 -
Others 4.29 1.35
Beverages 6.18 -
Personal Products 8.04 -
Automobiles 8.97 -
Retailing 7.33 -
Food Products 7.31 -
Household Products 4.4 -
Cigarettes & Tobacco Products 0.05 -
Consumer Staples - 24.71
Financial - 17.69
Communication - 5.38
Automobile - 12.84
Services - 14.36
Healthcare - 6.62
Consumer Discretionary - 10.02
Insurance - 2.23
Materials - 2.35
Capital Goods - 0.87
Construction - 0.76
Chemicals - 0.45
Textiles - 0.37

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