ICICI Prudential Bharat Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3115 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Apr 2019 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 57% |
Expense Ratio | 2 | 2.19 |
Manager | Sri Sharma | Ashish Aggarwal |
ISIN Code | INF109KC1YA0 | INF903J01561 |
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 | Sundaram Consumption Fund - Growth charges 0.5% 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 | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | 1.29% | 0.38% |
6 Month | -0.93% | -1.23% |
1 Year | 4.5% | 11.78% |
3 Year | 19.08% | 20.83% |
5 Year | 22.78% | 23.13% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | 4.73% | 5.3% |
1 Year | 1.32% | 5.23% |
3 Year | 17.17% | 18.5% |
5 Year | 18.65% | 18.42% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 19.39% | 14.14% |
3 Year | 21.27% | 13.13% |
5 Year | 19.31% | 12.36% |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 11.779% | 11.59% |
Sharp | 0.94% | 0.78% |
Beta | 0.742% | 0.91% |
Alpha | 5.08% | 0.97% |
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Fund Managers
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Sri Sharma | Ashish Aggarwal |
Total AUM | ₹117405 Cr | ₹9635 Cr |
Funds Managed | 6 | 7 |
ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 7.68 | 5.44 |
Small Cap | 16.61 | 12.19 |
Large Cap | 67.16 | 73.21 |
Mid Cap | 8.56 | 9.17 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 7.59 | 5.44 |
Communication Services | 10.42 | - |
Healthcare | 7.15 | - |
Consumer Defensive | 28.38 | - |
Basic Materials | 5.64 | - |
Consumer Cyclical | 35.77 | - |
Real Estate | 0.87 | - |
Industrials | 4.17 | - |
Utilities | 0 | - |
Consumer Durables | - | 12.62 |
Retailing | - | 13.79 |
Diversified FMCG | - | 13.95 |
Automobiles | - | 14.74 |
Finance | - | 2.99 |
Agricultural Food & other Products | - | 1.5 |
Beverages | - | 6.81 |
Food Products | - | 4.9 |
Auto Components | - | 1.73 |
Telecom - Services | - | 11.27 |
Leisure Services | - | 3.31 |
Healthcare Services | - | 3.62 |
Household Products | - | 1.91 |
Realty | - | 1.43 |
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