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) ₹5854 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 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 1.85 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 -4.2% -7.32%
6 Month -5% 0.54%
1 Year 12% 15.95%
3 Year 13.3% 17.01%
5 Year 16.32% 18.61%

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 3.15% 11.82%
3 Year 16.62% 23.1%
5 Year 18.46% 21.91%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life India Gennext Fund-Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 16.39% 19.26%
3 Year 15.82% 16.34%
5 Year 16.74% 15.94%

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 0.65% 1.06%
Beta 0.87% 0.92%
Alpha -0.97% -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 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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