Aditya Birla Sun Life India Gennext Fund vs ICICI Prudential Bharat Consumption Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
Fund ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2037 Cr ₹4616 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Apr 2019 05 Aug 2005
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 10%
Expense Ratio 2.11 1.9
Manager Sri Sharma Dhaval Joshi
ISIN Code INF109KC1YA0 INF209K01447
Exits Load Exit load of 1% if redeemed within 3 months./365 1% for redemption within 30 days/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Month 2.4% 2.82%
6 Month 14.45% 17.89%
1 Year 36.14% 31.6%
3 Year 24.58% 19.55%
5 Year 21.4% 21.02%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
6 Month - -
1 Year 17.92% 16.18%
3 Year 46.86% 36.87%
5 Year 81.52% 71.78%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
1 Year 20.59% 21.03%
3 Year 57.68% 53.25%
5 Year 80.93% 75.29%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
Standard Deviation 10.09% 11.81%
Sharp 1.48% 0.98%
Beta 0.64% 0.85%
Alpha 6.44% 0.26%

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Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option
Name Sri Sharma Dhaval Joshi
Total AUM ₹117405 Cr ₹361932 Cr
Fund Manage 6 55
ICICI Prudential Bharat Consumption Fund - Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Aditya Birla Sun Life India Gennext Fund-Growth Option

Large Cap 62.87 61.85
Others 9.29 5.35
Mid Cap 12.64 17.27
Small Cap 15.19 15.53

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Aditya Birla Sun Life India Gennext Fund-Growth Option

Consumer Staples 28.19 24.71
Healthcare 16.71 6.62
Communication 5.55 5.38
Automobile 11.12 12.84
Construction 6.27 0.76
Others 2.8 1.35
Services 11.42 14.36
Energy 2.37 -
Materials 3.16 2.35
Chemicals 1.65 0.45
Technology 1.6 -
Financial 1.43 17.69
Consumer Discretionary 5.36 10.02
Capital Goods 1.04 0.87
Textiles 1.32 0.37
Insurance - 2.23

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