ICICI Prudential Bharat Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare

Compare Up to 4 FundsFree Analysis

ICICI Prudential Bharat Consumption Fund - Growth Option

Consumptionvery high Risk

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Consumptionvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

14.52 %

Expense Ratio

2 %

The trade-off:

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Returns (5Y)

13.09 %

Expense Ratio

2.19 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

ICICI Prudential Bharat Consumption Fund - Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Basic Overview

Current NAV

₹ 24.64

₹ 93.17

Benchmark

Nifty India Consumption TRI

Fund Size (AUM)

₹3076 Cr

₹1461 Cr

Expense Ratio

2.00%

2.19%

Launch Date

12 Apr 2019

15 May 2006

SIP Returns

1 Year Return

-1.07%

-5.67%

3 Year Return

7.60%

6.67%

5 Year Return

12.54%

11.20%

Since Inception

19.98%

12.84%

Trailing Returns

1 Month Return

-1.05%

-2.69%

3 Month Return

-1.72%

-3.96%

1 Year Return

4.59%

2.06%

3 Year Return

15.94%

15.07%

5 Year Return

14.52%

13.09%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-1.11

-2.25

Beta

0.87

0.93

Sharpe Ratio

0.69

0.6

Standard Deviation

10.09

11.59

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 5,000

₹ 100

Exit 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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

ICICI Prudential Bharat Consumption Fund - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)3 /100

More vulnerable during market declines.

ICICI Prudential Bharat Consumption Fund - Growth Option3 /100

Outstanding protection during market downturns.

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

ICICI Prudential Bharat Consumption Fund - Growth Option0.0%

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

ICICI Prudential Bharat Consumption Fund - Growth Optionslow

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)slow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

ICICI Prudential Bharat Consumption Fund - Growth Option had a 5-year average annual growth rate of 14.52%, while Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)'s was 13.09%. ICICI Prudential Bharat Consumption Fund - Growth Option is better for long-term growth.