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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) ₹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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