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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 | 6.91% | 8.75% |
| 6 Month | -9.62% | -7.53% |
| 1 Year | 16.84% | 11.72% |
| 3 Year | - | 14.86% |
| 5 Year | - | 22.41% |
SIP Return Analysis
| Scheme Name | Kotak Consumption Fund - Regular (G) | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 6 Month | -4.38% | -1.83% |
| 1 Year | -9.77% | -8.41% |
| 3 Year | - | 12.66% |
| 5 Year | - | 15.3% |
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 | - | -1.98% |
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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 | 0.33 |
| Small Cap | 29.06 | 13.58 |
| Large Cap | 60.18 | 68.59 |
| Mid Cap | 7.38 | 17.17 |
Sector Allocation
| Scheme Name |
Kotak Consumption Fund - Regular (G) |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 2.03 | 0.33 |
| Basic Materials | 1.72 | - |
| Consumer Cyclical | 38.7 | - |
| Technology | 0 | - |
| Industrials | 7.04 | - |
| Consumer Defensive | 28.95 | - |
| Communication Services | 12.25 | - |
| Healthcare | 9.04 | - |
| Real Estate | 0.28 | - |
| Industrial Products | - | 0.49 |
| Food Products | - | 3.59 |
| Retailing | - | 14.95 |
| Personal Products | - | 4.69 |
| Consumer Durables | - | 10.47 |
| Diversified FMCG | - | 7.15 |
| Banks | - | 12.7 |
| Pharmaceuticals & Biotechnology | - | 4.36 |
| Healthcare Services | - | 1.56 |
| Automobiles | - | 12.21 |
| Insurance | - | 3.36 |
| Finance | - | 3.47 |
| Agricultural Food & other Products | - | 1.85 |
| Beverages | - | 6.57 |
| Realty | - | 0.6 |
| Entertainment | - | 0.3 |
| Leisure Services | - | 2.58 |
| Telecom - Services | - | 5.19 |
| Cement & Cement Products | - | 1.09 |
| Transport Services | - | 0.95 |
| Textiles & Apparels | - | 0.53 |
| Auto Components | - | 0.68 |
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