ICICI Prudential Bharat Consumption Fund vs SBI Consumption Opportunities Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3258 Cr | ₹3219 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Apr 2019 | 01 Jan 2013 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 42% |
| Expense Ratio | 2 | 1.98 |
| Manager | Sri Sharma | Pradeep Kesavan |
| ISIN Code | INF109KC1YA0 | INF200K01VR6 |
| 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 | SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Month | -2.54% | -0.9% |
| 6 Month | 3.38% | 1.62% |
| 1 Year | 2.51% | -7.06% |
| 3 Year | 16.21% | 13.61% |
| 5 Year | 16.98% | 18.68% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | -0.86% | -1.32% |
| 1 Year | 7.19% | 1.64% |
| 3 Year | 11.84% | 8.5% |
| 5 Year | 14.84% | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 1 Year | 16.57% | 16.33% |
| 3 Year | 19.76% | 16.51% |
| 5 Year | 20.33% | 15.3% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 12.43% | 10.64% |
| Sharp | 0.77% | 0.58% |
| Beta | 0.86% | 0.89% |
| Alpha | 2.20% | -2.48% |
Fund Managers
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Name | Sri Sharma | Pradeep Kesavan |
| Total AUM | ₹117405 Cr | ₹434274 Cr |
| Funds Managed | 6 | 43 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 7.42 | 5.19 |
| Large Cap | 64.19 | 51.81 |
| Small Cap | 18.5 | 19.6 |
| Mid Cap | 9.89 | 23.39 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| Others | 5.08 | 2.26 |
| Consumer Defensive | 29.34 | 28.64 |
| Basic Materials | 5.22 | 8.67 |
| Real Estate | 2 | - |
| Healthcare | 6.17 | - |
| Consumer Cyclical | 35.06 | 44.24 |
| Technology | 0.6 | 1.55 |
| Industrials | 6.68 | 6.67 |
| Communication Services | 7.62 | 6.46 |
| Utilities | 2.23 | - |
| Financial Services | - | 1.5 |
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