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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) ₹3232 Cr ₹3162 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 -5.33% -5.81%
6 Month -4.46% -7.25%
1 Year 0.25% -5.49%
3 Year 15.14% 12.05%
5 Year 15.43% 16.06%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
6 Month -7.92% -7.23%
1 Year -8.31% -11.09%
3 Year 6.11% 3.24%
5 Year 11.81% 10.56%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
1 Year 16.45% 16.2%
3 Year 19.65% 16.5%
5 Year 20.08% 15.33%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 10.09% 10.64%
Sharp 0.9% 0.63%
Beta 0.84% 0.9%
Alpha 0.31% -2.77%

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 4.33 7.63
Large Cap 66.14 51.75
Small Cap 19.02 19.12
Mid Cap 10.51 21.5

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 3.3 2.29
Consumer Defensive 28.62 26.06
Basic Materials 5.05 8.45
Real Estate 2.05 -
Healthcare 5.6 -
Consumer Cyclical 36.47 46.81
Technology 0 1.44
Industrials 9 6.87
Communication Services 7.64 6.59
Utilities 2.27 -
Financial Services - 1.49

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