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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 Risk Very High Risk
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 -6.8% -3.38%
6 Month -14.22% -11.77%
1 Year 6.35% 6.99%
3 Year 17.1% 13.54%
5 Year 18.48% 15.24%

SIP Return Analysis

Scheme Name SBI Consumption Opportunities Fund - Regular - Growth Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year -11.3% -8.47%
3 Year 13.54% 12.45%
5 Year 20.23% 16.06%

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 13.73% 11.81%
Sharp 0.869% 0.54%
Beta 0.859% 0.9%
Alpha 5.032% -2.91%

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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
Fund Manage 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 4.39 0.36
Small Cap 38.63 17.58
Mid Cap 26.89 16.63
Large Cap 30.09 64.88

Sector Allocation

Scheme Name

SBI Consumption Opportunities Fund - Regular - Growth

Aditya Birla Sun Life India Gennext Fund-Growth Option

Others 4.39 0.36
Household Products 4.12 -
Consumer Durables 21.78 11.4
Food Products 7.07 3.59
Retailing 10.99 12.9
Diversified FMCG 6.6 7.51
Automobiles 8.2 11.96
Leisure Services 9.19 2.25
Personal Products 6.02 5.3
Beverages 6.53 5.85
Telecom - Services 5.58 4.8
Textiles & Apparels 9.53 0.51
Industrial Products - 1.01
Cement & Cement Products - 1.67
Banks - 12.64
Pharmaceuticals & Biotechnology - 5.05
Healthcare Services - 1.81
Insurance - 3.61
Finance - 2.8
Agricultural Food & other Products - 1.73
Realty - 0.53
Entertainment - 0.36
Chemicals & Petrochemicals - 0.41
Transport Services - 0.69
Auto Components - 0.71

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