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Aditya Birla Sun Life India Gennext Fund vs Tata India Consumer Fund compare

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

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High
Asset Size (Cr) ₹5626 Cr ₹2375 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 28 Dec 2015
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 57.26%
Expense Ratio 1.85 2
Manager Dhaval Joshi Sonam Udasi
ISIN Code INF209K01447 INF277K010A2
Exits Load 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 Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Month -3.38% -4.92%
6 Month -11.77% -11.04%
1 Year 6.99% 10.86%
3 Year 13.54% 17.08%
5 Year 15.24% 16.74%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year -8.47% -6.12%
3 Year 12.45% 16.49%
5 Year 16.06% 18.21%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 16.47% 19.88%
3 Year 15.8% 16.83%
5 Year 16.81% 16.34%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.81% 15.475%
Sharp 0.54% 0.743%
Beta 0.9% 0.955%
Alpha -2.91% 3.8%

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Fund Managers

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Name Dhaval Joshi Sonam Udasi
Total AUM ₹361932 Cr ₹12959 Cr
Fund Manage 55 6
Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 0.36 9.1
Mid Cap 16.63 16.93
Small Cap 17.58 31.92
Large Cap 64.88 42.05

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 0.36 9.1
Industrial Products 1.01 2.66
Food Products 3.59 8.7
Cement & Cement Products 1.67 -
Personal Products 5.3 0.63
Retailing 12.9 14.09
Diversified FMCG 7.51 9.91
Banks 12.64 -
Pharmaceuticals & Biotechnology 5.05 -
Leisure Services 2.25 3.72
Consumer Durables 11.4 18.42
Healthcare Services 1.81 -
Automobiles 11.96 5.84
Insurance 3.61 -
Finance 2.8 -
Agricultural Food & other Products 1.73 4
Realty 0.53 -
Entertainment 0.36 -
Chemicals & Petrochemicals 0.41 1.19
Telecom - Services 4.8 -
Transport Services 0.69 -
Beverages 5.85 7.68
Textiles & Apparels 0.51 1.25
Auto Components 0.71 0.94
Household Products - 6.31
Capital Markets - 1.35
Financial Technology (Fintech) - 1.65
Industrial Manufacturing - 1.61
Commercial Services & Supplies - 0.95

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