Tata India Consumer Fund vs Aditya Birla Sun Life India Gennext Fund compare

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

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tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

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Chart Comparison

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

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) ₹5441 Cr ₹2101 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 2005 05 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 10% 57.26%
Expense Ratio 1.87 2.02
Manager Dhaval Joshi Sonam Udasi
ISIN Code INF209K01447 INF277K010A2
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Month 5.95% 5.01%
6 Month 28.76% 25.9%
1 Year 37.88% 43.89%
3 Year 18.63% 22.45%
5 Year 23.31% 23.23%

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 16.18% 15.62%
3 Year 36.87% 40.44%
5 Year 71.78% 73.95%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 21.03% 21.05%
3 Year 53.25% 54.86%
5 Year 75.29% 78.49%

Risk Management

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 11.81% 12.98%
Sharp 0.96% 1.06%
Beta 0.86% 0.92%
Alpha -0.18% -0.37%

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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 5.35 7.9
Small Cap 15.53 28.97
Mid Cap 17.27 13.07
Large Cap 61.85 50.06

Sector Allocation

Scheme Name

Aditya Birla Sun Life India Gennext Fund-Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 1.35 2.69
Automobile 12.84 12.31
Consumer Staples 24.71 36.55
Materials 2.35 5.12
Financial 17.69 -
Healthcare 6.62 -
Services 14.36 20.38
Consumer Discretionary 10.02 11.93
Insurance 2.23 -
Capital Goods 0.87 7.1
Construction 0.76 -
Communication 5.38 -
Chemicals 0.45 1.38
Textiles 0.37 1.23
Metals & Mining - 1.31

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