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Kotak Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Kotak Consumption Fund - Regular (G)
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Fund | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1231 Cr | ₹5626 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 16 Nov 2023 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | % | 10% |
| Expense Ratio | 2.12 | 1.85 |
| Manager | Abhishek Bisen | Dhaval Joshi |
| ISIN Code | INF174KA1PM5 | INF209K01447 |
| Exits Load | Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 1 Month | -5.83% | -4.17% |
| 6 Month | -18.65% | -17.75% |
| 1 Year | 15.42% | 6.31% |
| 3 Year | - | 14.04% |
| 5 Year | - | 18.47% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 6 Month | -10.38% | -10.38% |
| 1 Year | -12.96% | -17.34% |
| 3 Year | - | 9.82% |
| 5 Year | - | 14.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 1 Year | 28.26% | 16.47% |
| 3 Year | - | 15.8% |
| 5 Year | - | 16.81% |
Risk Management
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Standard Deviation | - | 11.81% |
| Sharp | - | 0.49% |
| Beta | - | 0.88% |
| Alpha | - | -1.55% |
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Fund Managers
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Dhaval Joshi |
| Total AUM | ₹0 Cr | ₹361932 Cr |
| Funds Managed | 33 | 55 |
| Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 3.37 | 0.82 |
| Small Cap | 29.06 | 13.87 |
| Large Cap | 60.18 | 68.91 |
| Mid Cap | 7.38 | 16.4 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 2.03 | 0.64 |
| Basic Materials | 1.72 | 1.82 |
| Consumer Cyclical | 38.7 | 35.36 |
| Technology | 0 | - |
| Industrials | 7.04 | 2.68 |
| Consumer Defensive | 28.95 | 27.04 |
| Communication Services | 12.25 | 6.98 |
| Healthcare | 9.04 | 6.57 |
| Real Estate | 0.28 | 0.59 |
| Financial Services | - | 18.31 |
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