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ICICI Prudential Bharat Consumption Fund vs Tata India Consumer Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3157 Cr | ₹2457 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Apr 2019 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 57.26% |
| Expense Ratio | 2 | 2 |
| Manager | Sri Sharma | Sonam Udasi |
| ISIN Code | INF109KC1YA0 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.79% | 1.12% |
| 6 Month | 2.79% | 4.03% |
| 1 Year | -0.75% | 2.91% |
| 3 Year | 16.61% | 18.3% |
| 5 Year | 20.35% | 20.87% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.08% | 6.64% |
| 1 Year | 1.68% | 3% |
| 3 Year | 14.73% | 17.24% |
| 5 Year | 17.04% | 17.72% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.74% | 18.01% |
| 3 Year | 20.4% | 17.1% |
| 5 Year | 20.44% | 16.99% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.40% | 14.29% |
| Sharp | 0.82% | 0.85% |
| Beta | 0.82% | 0.94% |
| Alpha | 0.95% | 2.52% |
Fund Managers
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sri Sharma | Sonam Udasi |
| Total AUM | ₹117405 Cr | ₹12959 Cr |
| Funds Managed | 6 | 6 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.65 | 2.97 |
| Small Cap | 17.34 | 32.89 |
| Large Cap | 69.35 | 47.66 |
| Mid Cap | 7.66 | 16.48 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 3.45 | 2.76 |
| Communication Services | 8.49 | - |
| Healthcare | 6.8 | 2.01 |
| Consumer Defensive | 28.6 | 33.28 |
| Basic Materials | 5.86 | 2.46 |
| Real Estate | 3.46 | 0.21 |
| Consumer Cyclical | 35.81 | 34.51 |
| Industrials | 5.15 | 14 |
| Utilities | 2.38 | - |
| Financial Services | - | 7.64 |
| Technology | - | 3.13 |
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