Kotak Consumption Fund vs ICICI Prudential Bharat Consumption Fund compare

Kotak Consumption Fund vs ICICI Prudential Bharat Consumption Fund compare

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ICICI Prudential Bharat Consumption Fund - Growth Option

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Kotak Consumption Fund - Regular (G)

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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	Kotak Consumption Fund - Regular (G)
Fund	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2316 Cr	₹1373 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	12 Apr 2019	16 Nov 2023
Category	Consumption	Consumption
Fund Type	Open Ended	Open Ended
Benchmark	Nifty India Consumption TRI	NIFTY India Consumption TRI
Turn Over	123%	%
Expense Ratio	2	2.12
Manager	Sri Sharma	Abhishek Bisen
ISIN Code	INF109KC1YA0	INF174KA1PM5
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	Kotak Consumption Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Month	1.62%	4.3%
6 Month	11.39%	15.79%
1 Year	0.19%	4.55%
3 Year	17.4%	-
5 Year	19.86%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
6 Month	3.96%	6.77%
1 Year	3.24%	8.83%
3 Year	14.61%	-
5 Year	16.83%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Year	17.74%	14.66%
3 Year	20.4%	-
5 Year	20.44%	-

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Standard Deviation	12.40%	-
Sharp	0.82%	-
Beta	0.83%	-
Alpha	1.82%	-

Fund Managers

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Name	Sri Sharma	Abhishek Bisen
Total AUM	₹117405 Cr	₹0 Cr
Funds Managed	6	33
	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)

Market Cap

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	6.66	7.74
Large Cap	70.82	55.47
Small Cap	15.99	29.94
Mid Cap	6.53	6.85

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	5.71	1.09
Healthcare	6.59	7.42
Consumer Defensive	28.55	28.31
Basic Materials	5.68	4.42
Real Estate	2.24	-
Consumer Cyclical	35.38	40.67
Industrials	4.48	5.32
Communication Services	9.13	12.77
Utilities	2.22	-

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