Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

Invest Now

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 UTI India Consumer Fund - Regular Plan - Growth Option
Fund Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹5626 Cr ₹675 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 17%
Expense Ratio 1.85 2.44
Manager Dhaval Joshi Vishal Chopda
ISIN Code INF209K01447 INF789F01CE6
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 UTI India Consumer Fund - Growth charges 1.0% 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 UTI India Consumer Fund - Regular Plan - Growth Option
1 Month -3.38% -3.97%
6 Month -11.77% -13.3%
1 Year 6.99% 7.58%
3 Year 13.54% 11.52%
5 Year 15.24% 12.98%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month - -
1 Year -8.47% -10.48%
3 Year 12.45% 11.6%
5 Year 16.06% 13.79%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16.47% 12.3%
3 Year 15.8% 11.78%
5 Year 16.81% 11.87%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 11.81% 14.623%
Sharp 0.54% 0.437%
Beta 0.9% 0.916%
Alpha -2.91% -0.985%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Name Dhaval Joshi Vishal Chopda
Total AUM ₹361932 Cr ₹6487 Cr
Fund Manage 55 3
Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.36 4.62
Mid Cap 16.63 17.67
Small Cap 17.58 12.03
Large Cap 64.88 65.68

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 0.36 4.62
Industrial Products 1.01 3.12
Food Products 3.59 3.63
Cement & Cement Products 1.67 -
Personal Products 5.3 5.47
Retailing 12.9 15.74
Diversified FMCG 7.51 8.23
Banks 12.64 2.68
Pharmaceuticals & Biotechnology 5.05 -
Leisure Services 2.25 2.82
Consumer Durables 11.4 13.97
Healthcare Services 1.81 2.03
Automobiles 11.96 15.17
Insurance 3.61 1.44
Finance 2.8 1.42
Agricultural Food & other Products 1.73 2.32
Realty 0.53 1.98
Entertainment 0.36 1.5
Chemicals & Petrochemicals 0.41 -
Telecom - Services 4.8 6.75
Transport Services 0.69 -
Beverages 5.85 4.16
Textiles & Apparels 0.51 2.17
Auto Components 0.71 -
Financial Technology (Fintech) - 0.78

Top Comparisons

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns10.45%

VS

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns14.5%

Compare Now

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns17.17%

VS

DSP Healthcare Fund - Regular Plan - Growth DSP Healthcare Fund - Regular Plan - Growth

3Y Returns21.36%

Compare Now

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns14.4%

VS

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns17.62%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.38%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.22%

Compare Now
Add to Cart Successfully