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) | ₹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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