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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) ₹3258 Cr ₹1628 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 -3.45% -4.03%
6 Month 2.48% 1.38%
1 Year 1% -2.27%
3 Year 16.12% 14.98%
5 Year 16.9% 15.24%

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 -0.86% -1.12%
1 Year 7.19% 5.66%
3 Year 11.84% 12.14%
5 Year 14.84% 14.14%

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 16.67% 13.34%
3 Year 19.82% 14.68%
5 Year 20.42% 12.77%

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 12.43% 11.59%
Sharp 0.77% 0.74%
Beta 0.86% 0.89%
Alpha 2.20% -0.5%

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 7.42 3.22
Large Cap 64.19 72
Small Cap 18.5 15.83
Mid Cap 9.89 8.95

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 5.08 1.06
Consumer Defensive 29.34 30.63
Basic Materials 5.22 1.7
Real Estate 2 1.85
Healthcare 6.17 3.56
Consumer Cyclical 35.06 45.89
Technology 0.6 0
Industrials 6.68 -
Communication Services 7.62 12.24
Utilities 2.23 -
Financial Services - 3.06

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