SBI Consumption Opportunities Fund vs ICICI Prudential Bharat Consumption Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
SBI Consumption Opportunities Fund - Regular - Growth
Chart Comparison
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) | ₹3261 Cr | ₹3175 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 | 4.32% | 5.27% |
6 Month | 17.62% | 13.35% |
1 Year | -3.65% | -9.16% |
3 Year | 17.41% | 15.45% |
5 Year | 20.4% | 24.2% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 6.76% | 4.53% |
1 Year | 14.53% | 6.49% |
3 Year | 16.99% | 13.91% |
5 Year | 18.07% | 17.75% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 17.74% | 17.24% |
3 Year | 20.4% | 16.71% |
5 Year | 20.44% | 15.02% |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.37% | 13.82% |
Sharp | 0.80% | 0.67% |
Beta | 0.83% | 0.88% |
Alpha | 3.36% | 2.28% |
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 | 6.66 | 2.64 |
Large Cap | 70.82 | 44.67 |
Small Cap | 15.99 | 27.99 |
Mid Cap | 6.53 | 24.69 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 5.71 | 2.27 |
Healthcare | 6.59 | - |
Consumer Defensive | 28.55 | 31.14 |
Basic Materials | 5.68 | 8.13 |
Real Estate | 2.24 | - |
Consumer Cyclical | 35.38 | 46.75 |
Industrials | 4.48 | 5.67 |
Communication Services | 9.13 | 6.05 |
Utilities | 2.22 | - |
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