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SBI Consumption Opportunities Fund vs Aditya Birla Sun Life India Gennext Fund compare

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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tortoise-icon Aditya Birla Sun Life India Gennext Fund-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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