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)	₹3183 Cr	₹1562 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	1.12%	2.51%
6 Month	9.28%	15.45%
1 Year	2.91%	9.35%
3 Year	17.02%	-
5 Year	21.19%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
6 Month	1.94%	3.8%
1 Year	10.19%	15.31%
3 Year	14.28%	-
5 Year	16.35%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Year	17.32%	13.45%
3 Year	20.14%	-
5 Year	20.32%	-

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Standard Deviation	12.38%	-
Sharp	0.81%	-
Beta	0.85%	-
Alpha	2.05%	-

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	5.61	8.13
Large Cap	69.16	57.31
Small Cap	17.17	28.11
Mid Cap	8.06	6.45

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	3.08	2.52
Healthcare	6.4	5.93
Consumer Defensive	28.85	29.73
Basic Materials	5.57	5.19
Real Estate	2.56	-
Consumer Cyclical	33.86	40.58
Technology	1.53	-
Industrials	5.68	4.88
Communication Services	10.09	11.16
Utilities	2.38	-

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