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 | 1.8% | 1.65% |
| 6 Month | 6.9% | 5.1% |
| 1 Year | 6.03% | 6.29% |
| 3 Year | 17.32% | 16.41% |
| 5 Year | 19.56% | 18.42% |
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 | 2.12% | 1.86% |
| 1 Year | 12.45% | 10.74% |
| 3 Year | 14.47% | 14.76% |
| 5 Year | 16.4% | 15.7% |
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 | 16.84% | 13.45% |
| 3 Year | 19.88% | 14.61% |
| 5 Year | 20.57% | 12.74% |
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 | 12.38% | 13.49% |
| Sharp | 0.81% | 0.70% |
| Beta | 0.85% | 0.86% |
| Alpha | 2.05% | 1.27% |
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 | 5.61 | 4.74 |
| Large Cap | 69.16 | 72.25 |
| Small Cap | 17.17 | 14.09 |
| Mid Cap | 8.06 | 8.92 |
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 | 3.08 | 2.95 |
| Healthcare | 6.4 | 3.68 |
| Consumer Defensive | 28.85 | 31.9 |
| Basic Materials | 5.57 | 1.42 |
| Real Estate | 2.56 | 1.9 |
| Consumer Cyclical | 33.86 | 43.86 |
| Technology | 1.53 | - |
| Industrials | 5.68 | - |
| Communication Services | 10.09 | 11.37 |
| Utilities | 2.38 | - |
| Financial Services | - | 2.92 |
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