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)	₹3258 Cr	₹2685 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	-2.54%	-2.49%
6 Month	3.38%	6.02%
1 Year	2.51%	-2.82%
3 Year	16.21%	18.12%
5 Year	16.98%	16.93%

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	-0.86%	0.01%
1 Year	7.19%	9.62%
3 Year	11.84%	14.22%
5 Year	14.84%	15.58%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Year	16.57%	16.32%
3 Year	19.76%	17.32%
5 Year	20.33%	17.26%

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	7.42	9.72
Large Cap	64.19	45.5
Small Cap	18.5	31.59
Mid Cap	9.89	13.19

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	5.08	4.77
Consumer Defensive	29.34	32.53
Basic Materials	5.22	1.89
Real Estate	2	-
Healthcare	6.17	2.74
Consumer Cyclical	35.06	33.22
Technology	0.6	5.76
Industrials	6.68	10.28
Communication Services	7.62	-
Utilities	2.23	-
Financial Services	-	8.8

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