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) | ₹3258 Cr | ₹738 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 | -2.54% | -0.46% |
| 6 Month | 2.51% | 5.66% |
| 1 Year | 1.48% | 1.65% |
| 3 Year | 16.06% | 14.11% |
| 5 Year | 17.02% | 14.28% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.86% | 1.7% |
| 1 Year | 7.19% | 12.91% |
| 3 Year | 11.84% | 12.98% |
| 5 Year | 14.84% | 12.9% |
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 | 12.43% | 14.05% |
| Sharp | 0.77% | 0.55% |
| Beta | 0.86% | 0.95% |
| Alpha | 2.20% | -0.45% |
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 | 7.39 |
| Large Cap | 65.79 | 72.22 |
| Small Cap | 18 | 8.95 |
| Mid Cap | 9.2 | 11.44 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.35 | 2.58 |
| Healthcare | 5.41 | 3.14 |
| Consumer Defensive | 29.82 | 20.43 |
| Basic Materials | 5.75 | 3.53 |
| Real Estate | 2.38 | 2.21 |
| Consumer Cyclical | 32.39 | 43.01 |
| Technology | 0.7 | 2.2 |
| Industrials | 6.74 | 6.81 |
| Communication Services | 9.17 | 10.91 |
| Utilities | 2.29 | - |
| Financial Services | - | 5.17 |
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