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)	₹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	-1.93%	-1.52%
6 Month	1.03%	5.86%
1 Year	3.33%	7.01%
3 Year	17.27%	-
5 Year	17.2%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
6 Month	-0.8%	1.06%
1 Year	6.59%	15.51%
3 Year	11.63%	-
5 Year	14.95%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
1 Year	16.57%	13.45%
3 Year	19.76%	-
5 Year	20.33%	-

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Standard Deviation	12.43%	-
Sharp	0.77%	-
Beta	0.86%	-
Alpha	2.20%	-

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	7.42	12.88
Large Cap	64.19	53.62
Small Cap	18.5	28.36
Mid Cap	9.89	5.13

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Kotak Consumption Fund - Regular (G)
Others	5.08	1.65
Consumer Defensive	29.34	27.53
Basic Materials	5.22	9.91
Real Estate	2	-
Healthcare	6.17	5.78
Consumer Cyclical	35.06	36.97
Technology	0.6	2.13
Industrials	6.68	4.68
Communication Services	7.62	11.36
Utilities	2.23	-

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