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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) ₹3273 Cr ₹2660 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 -1.42% -1.87%
6 Month 3.51% 3.83%
1 Year 1.1% -2.15%
3 Year 16.21% 17.23%
5 Year 17.83% 17.74%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
6 Month 0.03% 0.42%
1 Year 8.58% 8.54%
3 Year 12.65% 14.32%
5 Year 15.43% 15.7%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 16.67% 16.48%
3 Year 19.82% 17.32%
5 Year 20.42% 17.27%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 12.43% 14.10%
Sharp 0.77% 0.79%
Beta 0.86% 0.92%
Alpha 2.20% 3.24%

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 7.01 9.82
Large Cap 65.79 46.17
Small Cap 18 31.5
Mid Cap 9.2 12.51

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 5.35 6.3
Healthcare 5.41 2.88
Consumer Defensive 29.82 32.39
Basic Materials 5.75 2.02
Real Estate 2.38 -
Consumer Cyclical 32.39 33.01
Technology 0.7 5.49
Industrials 6.74 10.97
Communication Services 9.17 -
Utilities 2.29 -
Financial Services - 6.94

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