ICICI Prudential Bharat Consumption Fund vs UTI India Consumer Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3273 Cr | ₹735 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Apr 2019 | 30 Jul 2007 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 17% |
| Expense Ratio | 2 | 2.44 |
| Manager | Sri Sharma | Vishal Chopda |
| ISIN Code | INF109KC1YA0 | INF789F01CE6 |
| 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 | UTI India Consumer Fund - Growth charges 1.0% 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 | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.42% | -0.28% |
| 6 Month | 3.51% | 5.66% |
| 1 Year | 1.1% | 0.9% |
| 3 Year | 16.21% | 14.1% |
| 5 Year | 17.83% | 14.99% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.03% | 1.77% |
| 1 Year | 8.58% | 12.09% |
| 3 Year | 12.65% | 13.16% |
| 5 Year | 15.43% | 13.1% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.67% | 11.31% |
| 3 Year | 19.82% | 12.1% |
| 5 Year | 20.42% | 12.27% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.38% | 12.1% |
| Sharp | 0.81% | 0.62% |
| Beta | 0.85% | 0.97% |
| Alpha | 2.05% | -2.83% |
Fund Managers
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sri Sharma | Vishal Chopda |
| Total AUM | ₹117405 Cr | ₹6487 Cr |
| Funds Managed | 6 | 3 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.01 | 2.05 |
| Large Cap | 65.79 | 69.7 |
| Small Cap | 18 | 8.07 |
| Mid Cap | 9.2 | 20.17 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.35 | 2.05 |
| Healthcare | 5.41 | - |
| Consumer Defensive | 29.82 | - |
| Basic Materials | 5.75 | - |
| Real Estate | 2.38 | - |
| Consumer Cyclical | 32.39 | - |
| Technology | 0.7 | - |
| Industrials | 6.74 | - |
| Communication Services | 9.17 | - |
| Utilities | 2.29 | - |
| Industrial Products | - | 3.36 |
| Retailing | - | 16.47 |
| Consumer Durables | - | 14.74 |
| Diversified FMCG | - | 7.16 |
| Banks | - | 1.61 |
| Automobiles | - | 21.01 |
| Personal Products | - | 3.2 |
| Agricultural Food & other Products | - | 2.54 |
| Beverages | - | 3.12 |
| Realty | - | 2.15 |
| Food Products | - | 3.38 |
| Finance | - | 1.99 |
| Leisure Services | - | 2.26 |
| Telecom - Services | - | 8.18 |
| Textiles & Apparels | - | 1.06 |
| Financial Technology (Fintech) | - | 0.67 |
| Healthcare Services | - | 3.27 |
| Entertainment | - | 0.97 |
| Insurance | - | 0.8 |
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