Aditya Birla Sun Life India Gennext Fund vs UTI India Consumer Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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 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
3Y Returns10.45%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.5%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns17.17%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns21.36%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns14.4%
DSP Equity Opportunities Fund-Regular Plan - Growth
3Y Returns17.62%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.38%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.22%