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) | ₹3157 Cr | ₹3186 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 | -0.52% | -1.55% |
6 Month | 4.93% | 1.9% |
1 Year | -1.72% | -6.31% |
3 Year | 17.19% | 17.16% |
5 Year | 21.01% | 26.59% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
6 Month | 5.2% | 2.09% |
1 Year | 3.8% | -5.07% |
3 Year | 15.83% | 12.6% |
5 Year | 17.82% | 17.76% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
1 Year | 18.36% | 17.57% |
3 Year | 20.68% | 16.62% |
5 Year | 19.51% | 14.92% |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.73% | 14.30% |
Sharp | 0.99% | 0.95% |
Beta | 0.82% | 0.88% |
Alpha | 0.95% | 0.97% |
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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 | 5.65 | 4.65 |
Small Cap | 17.34 | 26.67 |
Large Cap | 69.35 | 43 |
Mid Cap | 7.66 | 25.68 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
SBI Consumption Opportunities Fund - Regular - Growth |
---|---|---|
Others | 3.45 | 4.65 |
Communication Services | 8.49 | 5.24 |
Healthcare | 6.8 | - |
Consumer Defensive | 28.6 | 28.38 |
Basic Materials | 5.86 | 7.38 |
Real Estate | 3.46 | - |
Consumer Cyclical | 35.81 | 47.86 |
Industrials | 5.15 | 6.49 |
Utilities | 2.38 | - |
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