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) | ₹3273 Cr | ₹1643 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 | -2.17% | -2.91% |
| 6 Month | 0.4% | -0.61% |
| 1 Year | 0.12% | -2.29% |
| 3 Year | 15.82% | 14.4% |
| 5 Year | 16.89% | 15.72% |
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 | 0.03% | -0.2% |
| 1 Year | 8.58% | 6.79% |
| 3 Year | 12.65% | 13.01% |
| 5 Year | 15.43% | 14.76% |
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 | 7.01 | 5.01 |
| Large Cap | 65.79 | 71.73 |
| Small Cap | 18 | 14.29 |
| Mid Cap | 9.2 | 8.97 |
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 | 5.35 | 3.17 |
| Healthcare | 5.41 | 3.69 |
| Consumer Defensive | 29.82 | 30.77 |
| Basic Materials | 5.75 | 1.47 |
| Real Estate | 2.38 | 2.12 |
| Consumer Cyclical | 32.39 | 43.73 |
| Technology | 0.7 | 0.02 |
| Industrials | 6.74 | - |
| Communication Services | 9.17 | 11.96 |
| Utilities | 2.29 | - |
| Financial Services | - | 3.06 |
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