ICICI Prudential Bharat Consumption Fund vs Kotak Consumption Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Kotak Consumption Fund - Regular (G)
Chart Comparison
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) | ₹3166 Cr | ₹1248 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 | 1.94% | 3.37% |
6 Month | -0.36% | -2.13% |
1 Year | 4.05% | 8.11% |
3 Year | 19.7% | - |
5 Year | 21.12% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
---|---|---|
6 Month | 7.82% | 8.58% |
1 Year | 5.52% | 7.11% |
3 Year | 17.18% | - |
5 Year | 18.63% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
---|---|---|
1 Year | 18.36% | 16.93% |
3 Year | 20.68% | - |
5 Year | 19.51% | - |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.78% | - |
Sharp | 0.91% | - |
Beta | 0.79% | - |
Alpha | 2.69% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.48 | 4 |
Small Cap | 17.04 | 29.4 |
Large Cap | 66.64 | 57.54 |
Mid Cap | 7.84 | 9.06 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Kotak Consumption Fund - Regular (G) |
---|---|---|
Others | 6.26 | 0.25 |
Communication Services | 8.1 | 13.97 |
Healthcare | 6.06 | 9.28 |
Consumer Defensive | 28.54 | 25.03 |
Basic Materials | 5.14 | 4.46 |
Real Estate | 3.25 | - |
Consumer Cyclical | 35.38 | 40.19 |
Industrials | 4.57 | 6.82 |
Utilities | 2.69 | - |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns10.45%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns12.26%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns12.02%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns13.2%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns20.53%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns25.46%