ICICI Prudential Bharat Consumption Fund vs Aditya Birla Sun Life India Gennext Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Aditya Birla Sun Life Consumption Fund-Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹3183 Cr | ₹6363 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Apr 2019 | 05 Aug 2005 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 10% |
| Expense Ratio | 2 | 1.85 |
| Manager | Sri Sharma | Dhaval Joshi |
| ISIN Code | INF109KC1YA0 | INF209K01447 |
| Exits Load | ICICI Prudential Bharat Consumption Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Month | 0.77% | 1.32% |
| 6 Month | 8.91% | 6.84% |
| 1 Year | 3.01% | 4.45% |
| 3 Year | 17% | 14.53% |
| 5 Year | 20.91% | 19.88% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 6 Month | 3.12% | 2.65% |
| 1 Year | 12.3% | 11.69% |
| 3 Year | 15.04% | 14.34% |
| 5 Year | 16.79% | 14.92% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| 1 Year | 17.32% | 15.82% |
| 3 Year | 20.14% | 15.78% |
| 5 Year | 20.32% | 17.08% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Standard Deviation | 12.38% | 11.81% |
| Sharp | 0.81% | 0.66% |
| Beta | 0.85% | 0.9% |
| Alpha | 2.05% | -0.94% |
Fund Managers
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Name | Sri Sharma | Dhaval Joshi |
| Total AUM | ₹117405 Cr | ₹361932 Cr |
| Funds Managed | 6 | 55 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | Aditya Birla Sun Life Consumption Fund-Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 5.61 | - |
| Large Cap | 69.16 | 68.72 |
| Small Cap | 17.17 | 10.37 |
| Mid Cap | 8.06 | 20.62 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Aditya Birla Sun Life Consumption Fund-Growth Option |
|---|---|---|
| Others | 3.08 | 0.67 |
| Healthcare | 6.4 | - |
| Consumer Defensive | 28.85 | - |
| Basic Materials | 5.57 | - |
| Real Estate | 2.56 | - |
| Consumer Cyclical | 33.86 | - |
| Technology | 1.53 | - |
| Industrials | 5.68 | - |
| Communication Services | 10.09 | - |
| Utilities | 2.38 | - |
| Industrial Products | - | 0.59 |
| Food Products | - | 3.78 |
| Retailing | - | 15.1 |
| Personal Products | - | 4.27 |
| Consumer Durables | - | 10.33 |
| Diversified FMCG | - | 6.97 |
| Insurance | - | 3.39 |
| Banks | - | 11.51 |
| Pharmaceuticals & Biotechnology | - | 3.68 |
| Healthcare Services | - | 1.35 |
| Automobiles | - | 14.4 |
| Finance | - | 2.98 |
| Consumer Services | - | 0.5 |
| Agricultural Food & other Products | - | 1.88 |
| Beverages | - | 5.47 |
| Realty | - | 0.54 |
| Auto Components | - | 1.45 |
| Telecom - Services | - | 5.14 |
| Diversified | - | 0.65 |
| Cement & Cement Products | - | 1.09 |
| Transport Services | - | 1.74 |
| Textiles & Apparels | - | 0.44 |
| Leisure Services | - | 1.79 |
Top Comparisons
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
Franklin India Retirement Fund - Growth
3Y Returns10.55%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.07%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns17.39%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.2%
HDFC Infrastructure Fund - Growth Plan
3Y Returns27.5%
Quant Infrastructure Fund - Growth Option
3Y Returns17.86%