ICICI Prudential Bharat Consumption Fund vs Kotak Consumption Fund compare

ICICI Prudential Bharat Consumption Fund vs Kotak Consumption Fund compare

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ICICI Prudential Bharat Consumption Fund - Growth Option

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Kotak Consumption Fund - Regular (G)

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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	Kotak Consumption Fund - Regular (G)
Fund	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3261 Cr	₹1488 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Apr 2019	16 Nov 2023
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	NIFTY India Consumption TRI
Turn Over	123%	%
Expense Ratio	2	2.12
Manager	Sri Sharma	Abhishek Bisen
ISIN Code	INF109KC1YA0	INF174KA1PM5
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	Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Month	5.68%	6.17%
6 Month	18.99%	22.97%
1 Year	-2.26%	0.2%
3 Year	18.51%	-
5 Year	20.76%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
6 Month	6.76%	9.62%
1 Year	14.53%	21.3%
3 Year	16.99%	-
5 Year	18.07%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Year	17.74%	14.66%
3 Year	20.4%	-
5 Year	20.44%	-

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Standard Deviation	12.37%	-
Sharp	0.80%	-
Beta	0.83%	-
Alpha	3.36%	-

Fund Managers

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Name	Sri Sharma	Abhishek Bisen
Total AUM	₹117405 Cr	₹0 Cr
Funds Managed	6	33
	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)

Market Cap

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	6.33	6.59
Large Cap	68.97	59.39
Small Cap	16.97	28.2
Mid Cap	7.73	5.81

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	5.25	0.43
Healthcare	6.33	6.32
Consumer Defensive	28.75	28.84
Basic Materials	5.6	4.2
Real Estate	2.61	-
Consumer Cyclical	33.82	43.16
Industrials	5.46	5.11
Communication Services	9.95	11.94
Utilities	2.24	-

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