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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 | Very High |
| 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 | 6.3% | 6.46% |
| 6 Month | -14.8% | -17.29% |
| 1 Year | 7.46% | 6.03% |
| 3 Year | 14.03% | 12.18% |
| 5 Year | 24.41% | 20.17% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -5.41% | -7.33% |
| 1 Year | -9.78% | -14.06% |
| 3 Year | 12.76% | 11.1% |
| 5 Year | 15.77% | 13.15% |
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% | 15.355% |
| Sharp | 0.49% | 0.317% |
| Beta | 0.88% | 0.933% |
| Alpha | -1.55% | -1.363% |
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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 |
| Funds Managed | 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 | 0.82 | 2.73 |
| Mid Cap | 16.4 | 12.5 |
| Small Cap | 13.87 | 11 |
| Large Cap | 68.91 | 73.77 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.64 | 2.17 |
| Industrials | 2.68 | 6.51 |
| Consumer Defensive | 27.04 | 26.65 |
| Consumer Cyclical | 35.36 | 41.37 |
| Basic Materials | 1.82 | 1.74 |
| Financial Services | 18.31 | 4.9 |
| Healthcare | 6.57 | 2.89 |
| Real Estate | 0.59 | 2.33 |
| Communication Services | 6.98 | 11.44 |
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