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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) ₹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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