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SBI Consumption Opportunities Fund vs ICICI Prudential Bharat Consumption Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon SBI Consumption Opportunities Fund - Regular - Growth

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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 SBI Consumption Opportunities Fund - Regular - Growth
Fund ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3183 Cr ₹3180 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Apr 2019 01 Jan 2013
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 42%
Expense Ratio 2 1.98
Manager Sri Sharma Pradeep Kesavan
ISIN Code INF109KC1YA0 INF200K01VR6
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 SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 SBI Consumption Opportunities Fund - Regular - Growth
1 Month 1.4% 1.73%
6 Month 8.7% 3.54%
1 Year 2.8% -4.26%
3 Year 17% 14.07%
5 Year 21.32% 24.62%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
6 Month 1.94% -0.35%
1 Year 10.28% 0.35%
3 Year 14.09% 9.8%
5 Year 16.31% 14.8%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
1 Year 17.32% 16.89%
3 Year 20.14% 16.63%
5 Year 20.32% 15.13%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 12.38% 13.88%
Sharp 0.79% 0.55%
Beta 0.85% 0.93%
Alpha 1.91% -1.09%

Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Name Sri Sharma Pradeep Kesavan
Total AUM ₹117405 Cr ₹434274 Cr
Funds Managed 6 43
ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 5.61 5.95
Large Cap 69.16 45.55
Small Cap 17.17 24.46
Mid Cap 8.06 24.04

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 3.08 4.68
Healthcare 6.4 -
Consumer Defensive 28.85 28.6
Basic Materials 5.57 7.57
Real Estate 2.56 -
Consumer Cyclical 33.86 46.53
Technology 1.53 -
Industrials 5.68 6.78
Communication Services 10.09 5.85
Utilities 2.38 -

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