Nippon India Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
Nippon India Consumption Fund-Growth Plan-Growth Option
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2184 Cr | ₹5626 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Oct 2004 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 35% | 10% |
Expense Ratio | 2.01 | 1.85 |
Manager | Amar Kalkundrikar | Dhaval Joshi |
ISIN Code | INF204K01AQ4 | INF209K01447 |
Exits Load | Nippon India Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 30 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 | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | 4.99% | 5.75% |
6 Month | -17.78% | -16.16% |
1 Year | 6.32% | 7.82% |
3 Year | 18.31% | 15.05% |
5 Year | 27.79% | 23.55% |
SIP Return Analysis
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | -5.71% | -5.41% |
1 Year | -12.34% | -9.78% |
3 Year | 14.08% | 12.76% |
5 Year | 18.89% | 15.77% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 16.96% | 16.47% |
3 Year | 12.95% | 15.8% |
5 Year | 13.21% | 16.81% |
Risk Management
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | 14.77% | 11.81% |
Sharp | 0.737% | 0.49% |
Beta | 0.909% | 0.88% |
Alpha | 4.825% | -1.55% |
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Fund Managers
Scheme Name | Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Amar Kalkundrikar | Dhaval Joshi |
Total AUM | ₹19671 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
Nippon India Consumption Fund-Growth Plan-Growth Option | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 3 | 0.82 |
Mid Cap | 20.04 | 16.4 |
Large Cap | 61.65 | 68.91 |
Small Cap | 15.31 | 13.87 |
Sector Allocation
Scheme Name |
Nippon India Consumption Fund-Growth Plan-Growth Option |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 3 | 0.64 |
Consumer Cyclical | 41.06 | 35.36 |
Basic Materials | 5.31 | 1.82 |
Consumer Defensive | 35.08 | 27.04 |
Industrials | 6.97 | 2.68 |
Communication Services | 7.19 | 6.98 |
Financial Services | 0.72 | 18.31 |
Technology | 0.67 | - |
Healthcare | - | 6.57 |
Real Estate | - | 0.59 |
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