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) | ₹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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