Aditya Birla Sun Life India Gennext Fund vs UTI 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 UTI India Consumer Fund - Regular Plan - Growth Option

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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 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) ₹5441 Cr ₹661 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 Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 17%
Expense Ratio 1.87 2.46
Manager Dhaval Joshi Vishal Chopda
ISIN Code INF209K01447 INF789F01CE6
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 1% if redeemed within 30 days./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 7.08% 3.58%
6 Month 29.26% 25.87%
1 Year 38.96% 44.06%
3 Year 18.95% 18.54%
5 Year 22.84% 20.59%

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 16.18% 19.33%
3 Year 36.87% 36.52%
5 Year 71.78% 64.16%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 21.03% 18.49%
3 Year 53.25% 46.15%
5 Year 75.29% 66.92%

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% 12.1%
Sharp 0.96% 0.92%
Beta 0.86% 0.87%
Alpha -0.18% -2.41%

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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
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 5.35 5.31
Small Cap 15.53 9.51
Mid Cap 17.27 20.69
Large Cap 61.85 64.49

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 1.35 1.2
Automobile 12.84 18.32
Consumer Staples 24.71 24.18
Materials 2.35 4.42
Financial 17.69 3.75
Healthcare 6.62 1.11
Services 14.36 19.17
Consumer Discretionary 10.02 11.79
Insurance 2.23 1.02
Capital Goods 0.87 3.33
Construction 0.76 2.62
Communication 5.38 6.76
Chemicals 0.45 -
Textiles 0.37 2.33

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