ICICI Prudential Bharat Consumption Fund vs Tata India Consumer Fund compare

ICICI Prudential Bharat Consumption Fund vs Tata India Consumer Fund compare

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ICICI Prudential Bharat Consumption Fund - Growth Option

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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)	₹3183 Cr	₹2531 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	0.04%	0.96%
6 Month	6.65%	8.43%
1 Year	1.3%	0.8%
3 Year	16.52%	17.31%
5 Year	20.28%	19.83%

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	1.69%	2.33%
1 Year	10.88%	11.04%
3 Year	13.99%	16.02%
5 Year	16.14%	16.63%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Year	17.32%	17.35%
3 Year	20.14%	17.26%
5 Year	20.32%	17.15%

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	12.38%	14.11%
Sharp	0.81%	0.79%
Beta	0.85%	0.90%
Alpha	2.05%	2.62%

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	5.61	5.7
Large Cap	69.16	48.21
Small Cap	17.17	31.48
Mid Cap	8.06	14.61

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	3.08	5.2
Healthcare	6.4	2.95
Consumer Defensive	28.85	31.71
Basic Materials	5.57	2.25
Real Estate	2.56	-
Consumer Cyclical	33.86	35.05
Technology	1.53	2.44
Industrials	5.68	12.85
Communication Services	10.09	-
Utilities	2.38	-
Financial Services	-	7.54

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