Kotak Consumption Fund vs ICICI Prudential Bharat Consumption Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Kotak Consumption Fund - Regular (G)
Chart Comparison
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) | ₹3258 Cr | ₹1768 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 | -0.66% | -1.16% |
| 6 Month | 1.15% | 5.8% |
| 1 Year | 2.74% | 5.79% |
| 3 Year | 17.26% | - |
| 5 Year | 16.42% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.73% | 0.2% |
| 1 Year | 6.7% | 13.41% |
| 3 Year | 11.45% | - |
| 5 Year | 14.7% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.52% | 13.45% |
| 3 Year | 19.7% | - |
| 5 Year | 20.24% | - |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Kotak Consumption Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 10.09% | - |
| Sharp | 0.84% | - |
| Beta | 0.83% | - |
| Alpha | 0.67% | - |
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 | 5.13 | 0.6 |
| Mid Cap | 8.2 | 21.55 |
| Large Cap | 66.69 | 47.52 |
| Small Cap | 19.96 | 30.33 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Kotak Consumption Fund - Regular (G) |
|---|---|---|
| Others | 5.05 | 0.6 |
| Personal Products | 3.93 | 6.52 |
| Consumer Durables | 12.51 | 11.74 |
| Diversified FMCG | 16.59 | 9.4 |
| Realty | 2 | - |
| Healthcare Services | 1.27 | 0.9 |
| Pharmaceuticals & Biotechnology | 4.1 | 7.11 |
| Leisure Services | 5.63 | 3.48 |
| Retailing | 10.19 | 16.48 |
| Commercial Services & Supplies | 1.26 | - |
| Automobiles | 12.3 | 17.79 |
| Entertainment | 1.01 | 3.28 |
| Food Products | 6.34 | 4.15 |
| Chemicals & Petrochemicals | 3 | - |
| Telecom - Services | 6.61 | 7.78 |
| Auto Components | 0.13 | 2.07 |
| Transport Services | 1.31 | - |
| Beverages | 1.68 | 5.18 |
| Agricultural Food & other Products | 0.79 | - |
| Power | 2.23 | - |
| Textiles & Apparels | 0.7 | - |
| Industrial Products | 1.35 | - |
| Printing & Publication | - | 0.3 |
| Healthcare Equipment & Supplies | - | 0.41 |
| Agricultural, Commercial & Construction Vehicles | - | 1.74 |
| Granites & Marbles | - | 1.07 |
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