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ICICI Prudential Bharat Consumption Fund vs SBI Consumption Opportunities Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 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) ₹3115 Cr ₹2940 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 1.65% -0.8%
6 Month -2.26% -8.83%
1 Year 1.48% -0.08%
3 Year 19.81% 19.82%
5 Year 21.55% 26.45%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
6 Month 4.86% 1.97%
1 Year 0.08% -7.41%
3 Year 15.53% 13.15%
5 Year 17.63% 18.42%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
1 Year 18.36% 17.57%
3 Year 20.68% 16.62%
5 Year 19.51% 14.92%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 11.779% 14.843%
Sharp 0.94% 0.668%
Beta 0.742% 0.901%
Alpha 5.08% 3.908%

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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 7.68 4.25
Small Cap 16.61 35.34
Large Cap 67.16 34.26
Mid Cap 8.56 26.15

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 7.59 4.25
Communication Services 10.42 5.09
Healthcare 7.15 -
Consumer Defensive 28.38 29.22
Basic Materials 5.64 3.46
Consumer Cyclical 35.77 51.24
Real Estate 0.87 -
Industrials 4.17 6.74
Utilities 0 -

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