SBI Consumption Opportunities Fund vs Aditya Birla Sun Life India Gennext Fund compare
SBI Consumption Opportunities Fund - Regular - Growth
Aditya Birla Sun Life India Gennext Fund-Growth Option
Chart Comparison
Overview
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Fund | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2940 Cr | ₹5626 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 01 Jan 2013 | 05 Aug 2005 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 42% | 10% |
Expense Ratio | 1.98 | 1.85 |
Manager | Pradeep Kesavan | Dhaval Joshi |
ISIN Code | INF200K01VR6 | INF209K01447 |
Exits Load | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Month | 8.28% | 8.75% |
6 Month | -11.93% | -7.53% |
1 Year | 10.54% | 11.72% |
3 Year | 16.33% | 14.86% |
5 Year | 27.74% | 22.41% |
SIP Return Analysis
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
6 Month | -3.44% | -1.83% |
1 Year | -10.98% | -8.41% |
3 Year | 13.76% | 12.66% |
5 Year | 19.52% | 15.3% |
Rolling Lumpsum Returns
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
1 Year | 18.13% | 16.47% |
3 Year | 16.55% | 15.8% |
5 Year | 14.76% | 16.81% |
Risk Management
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Standard Deviation | 14.843% | 11.81% |
Sharp | 0.668% | 0.49% |
Beta | 0.901% | 0.88% |
Alpha | 3.908% | -1.98% |
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Fund Managers
Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Name | Pradeep Kesavan | Dhaval Joshi |
Total AUM | ₹434274 Cr | ₹361932 Cr |
Funds Managed | 43 | 55 |
SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
Market Cap
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 4.25 | 0.33 |
Small Cap | 35.34 | 13.58 |
Mid Cap | 26.15 | 17.17 |
Large Cap | 34.26 | 68.59 |
Sector Allocation
Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
---|---|---|
Others | 4.25 | 0.33 |
Industrials | 6.74 | - |
Consumer Cyclical | 51.24 | - |
Consumer Defensive | 29.22 | - |
Communication Services | 5.09 | - |
Basic Materials | 3.46 | - |
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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