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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) ₹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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