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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 | 5.98% | 5.75% |
| 6 Month | -17.5% | -16.16% |
| 1 Year | 8.71% | 7.82% |
| 3 Year | 17.14% | 15.05% |
| 5 Year | 28.4% | 23.55% |
SIP Return Analysis
| Scheme Name | SBI Consumption Opportunities Fund - Regular - Growth | Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| 6 Month | -5.85% | -3.87% |
| 1 Year | -11.13% | -8.93% |
| 3 Year | 14.19% | 12.95% |
| 5 Year | 20.31% | 15.9% |
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% | -1.55% |
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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 | 0.82 |
| Small Cap | 35.34 | 13.87 |
| Mid Cap | 26.15 | 16.4 |
| Large Cap | 34.26 | 68.91 |
Sector Allocation
| Scheme Name |
SBI Consumption Opportunities Fund - Regular - Growth |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
|---|---|---|
| Others | 4.25 | 0.64 |
| Industrials | 6.74 | 2.68 |
| Consumer Cyclical | 51.24 | 35.36 |
| Consumer Defensive | 29.22 | 27.04 |
| Communication Services | 5.09 | 6.98 |
| Basic Materials | 3.46 | 1.82 |
| Financial Services | - | 18.31 |
| Healthcare | - | 6.57 |
| Real Estate | - | 0.59 |
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