Tata India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare
Aditya Birla Sun Life India Gennext Fund-Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Fund | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5626 Cr | ₹2375 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Aug 2005 | 28 Dec 2015 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 10% | 57.26% |
Expense Ratio | 1.85 | 2 |
Manager | Dhaval Joshi | Sonam Udasi |
ISIN Code | INF209K01447 | INF277K010A2 |
Exits Load | 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 | Tata India Consumer Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Month | 5.57% | 4.86% |
6 Month | -6.05% | -7.42% |
1 Year | 12.67% | 13.73% |
3 Year | 15.47% | 17.34% |
5 Year | 23.38% | 22.98% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.11% | -0.98% |
1 Year | -1.14% | -3.27% |
3 Year | 15.39% | 18.25% |
5 Year | 17% | 18.61% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.47% | 19.88% |
3 Year | 15.8% | 16.83% |
5 Year | 16.81% | 16.34% |
Risk Management
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 11.81% | 16.229% |
Sharp | 0.49% | 0.596% |
Beta | 0.88% | 0.973% |
Alpha | -1.98% | 3.16% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Name | Dhaval Joshi | Sonam Udasi |
Total AUM | ₹361932 Cr | ₹12959 Cr |
Funds Managed | 55 | 6 |
Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 0.33 | 8.52 |
Mid Cap | 17.17 | 16.55 |
Small Cap | 13.58 | 28.63 |
Large Cap | 68.59 | 46.31 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 0.33 | 8.14 |
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 | - |
Industrials | - | 12.66 |
Consumer Defensive | - | 32.59 |
Consumer Cyclical | - | 34.96 |
Basic Materials | - | 3.06 |
Healthcare | - | 0 |
Financial Services | - | 3.44 |
Technology | - | 5.15 |
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