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ICICI Prudential Bharat Consumption Fund vs UTI India Consumer Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon UTI India Consumer Fund - Regular Plan - Growth Option

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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 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) ₹3232 Cr ₹737 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 -6.42% -6.79%
6 Month -5.07% -2.66%
1 Year -0.5% 2.12%
3 Year 14.71% 14.09%
5 Year 15.22% 12.17%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month -7.92% -6.76%
1 Year -8.31% -4.87%
3 Year 6.11% 6.99%
5 Year 11.81% 9.81%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 16.45% 11.21%
3 Year 19.65% 12.16%
5 Year 20.08% 12.31%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 10.09% 12.1%
Sharp 0.9% 0.7%
Beta 0.84% 0.97%
Alpha 0.31% -2.76%

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 4.33 8.54
Large Cap 66.14 71.71
Small Cap 19.02 8.5
Mid Cap 10.51 11.26

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 3.3 3.37
Consumer Defensive 28.62 20.46
Basic Materials 5.05 3.39
Real Estate 2.05 2.36
Healthcare 5.6 2.95
Consumer Cyclical 36.47 43.27
Technology 0 2.11
Industrials 9 6.88
Communication Services 7.64 10.94
Utilities 2.27 -
Financial Services - 4.27

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