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) | ₹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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