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) | ₹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 | 0.39% | 0.33% |
| 6 Month | 7.55% | 2.46% |
| 1 Year | 1.37% | -6.55% |
| 3 Year | 16.82% | 13.76% |
| 5 Year | 20.42% | 23.76% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | SBI Consumption Opportunities Fund - Regular - Growth |
|---|---|---|
| 6 Month | 3.12% | 0.87% |
| 1 Year | 12.3% | 2.4% |
| 3 Year | 15.04% | 10.87% |
| 5 Year | 16.79% | 15.32% |
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% | 13.89% |
| Sharp | 0.81% | 0.55% |
| Beta | 0.85% | 0.93% |
| Alpha | 2.05% | -1.08% |
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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