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 Risk | 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 | -3.38% | -4.92% |
6 Month | -11.77% | -11.04% |
1 Year | 6.99% | 10.86% |
3 Year | 13.54% | 17.08% |
5 Year | 15.24% | 16.74% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life India Gennext Fund-Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.04% | -8.44% |
3 Year | 12.78% | 15.53% |
5 Year | 15.98% | 17.35% |
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% | 15.475% |
Sharp | 0.54% | 0.743% |
Beta | 0.9% | 0.955% |
Alpha | -2.91% | 3.8% |
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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 |
Fund Manage | 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 | 0.36 | 9.1 |
Mid Cap | 16.63 | 16.93 |
Small Cap | 17.58 | 31.92 |
Large Cap | 64.88 | 42.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life India Gennext Fund-Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
---|---|---|
Others | 0.36 | 9.1 |
Industrial Products | 1.01 | 2.66 |
Food Products | 3.59 | 8.7 |
Cement & Cement Products | 1.67 | - |
Personal Products | 5.3 | 0.63 |
Retailing | 12.9 | 14.09 |
Diversified FMCG | 7.51 | 9.91 |
Banks | 12.64 | - |
Pharmaceuticals & Biotechnology | 5.05 | - |
Leisure Services | 2.25 | 3.72 |
Consumer Durables | 11.4 | 18.42 |
Healthcare Services | 1.81 | - |
Automobiles | 11.96 | 5.84 |
Insurance | 3.61 | - |
Finance | 2.8 | - |
Agricultural Food & other Products | 1.73 | 4 |
Realty | 0.53 | - |
Entertainment | 0.36 | - |
Chemicals & Petrochemicals | 0.41 | 1.19 |
Telecom - Services | 4.8 | - |
Transport Services | 0.69 | - |
Beverages | 5.85 | 7.68 |
Textiles & Apparels | 0.51 | 1.25 |
Auto Components | 0.71 | 0.94 |
Household Products | - | 6.31 |
Capital Markets | - | 1.35 |
Financial Technology (Fintech) | - | 1.65 |
Industrial Manufacturing | - | 1.61 |
Commercial Services & Supplies | - | 0.95 |
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