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ICICI Prudential Bharat Consumption Fund vs Tata India Consumer Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon Tata India Consumer 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 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) ₹3261 Cr ₹2518 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 4.32% 3.58%
6 Month 17.62% 18.39%
1 Year -3.65% -3.13%
3 Year 17.41% 17.31%
5 Year 20.4% 20.14%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
6 Month 6.76% 6.55%
1 Year 14.53% 13.17%
3 Year 16.99% 18.62%
5 Year 18.07% 18.21%

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 12.37% 14.00%
Sharp 0.80% 0.74%
Beta 0.83% 0.85%
Alpha 3.36% 3.61%

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 6.66 4.36
Large Cap 70.82 46.86
Small Cap 15.99 33.6
Mid Cap 6.53 15.18

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 5.71 3.84
Healthcare 6.59 4.17
Consumer Defensive 28.55 31.9
Basic Materials 5.68 2.38
Real Estate 2.24 0
Consumer Cyclical 35.38 34.42
Industrials 4.48 11.97
Communication Services 9.13 -
Utilities 2.22 -
Financial Services - 7.93
Technology - 3.39

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