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

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - 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 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) ₹3166 Cr ₹1548 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 2.15% 2.41%
6 Month -0.36% -2.42%
1 Year 3.45% 7.11%
3 Year 19.6% 21.39%
5 Year 20.92% 20.91%

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 6.81% 6.72%
1 Year 4.4% 5.77%
3 Year 16.34% 17.14%
5 Year 18.14% 17.74%

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 18.36% 13.93%
3 Year 20.68% 13.64%
5 Year 19.51% 12.48%

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 12.78% 11.59%
Sharp 0.91% 0.88%
Beta 0.79% 0.91%
Alpha 2.69% 1.31%

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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 8.48 5.03
Small Cap 17.04 12.96
Large Cap 66.64 72.77
Mid Cap 7.84 9.26

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 6.26 5.03
Communication Services 8.1 -
Healthcare 6.06 -
Consumer Defensive 28.54 -
Basic Materials 5.14 -
Real Estate 3.25 -
Consumer Cyclical 35.38 -
Industrials 4.57 -
Utilities 2.69 -
Consumer Durables - 12.67
Retailing - 14.25
Diversified FMCG - 14.76
Automobiles - 15.52
Finance - 3.01
Agricultural Food & other Products - 1.54
Beverages - 6.57
Food Products - 4.98
Auto Components - 1.68
Telecom - Services - 9.47
Healthcare Services - 3.51
Household Products - 1.95
Realty - 2.21
Leisure Services - 2.87

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