Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs ICICI Prudential Bharat Consumption Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

Invest Now

tortoise-icon Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Fund ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3115 Cr ₹1518 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 12 Apr 2019 15 May 2006
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57%
Expense Ratio 2 2.19
Manager Sri Sharma Ashish Aggarwal
ISIN Code INF109KC1YA0 INF903J01561
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 Sundaram Consumption Fund - Growth charges 0.5% 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 Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Month 1.65% 0.16%
6 Month -2.26% -4.4%
1 Year 1.48% 6.39%
3 Year 19.81% 21.53%
5 Year 21.55% 21.11%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
6 Month 4.86% 4.23%
1 Year 0.08% 0.39%
3 Year 15.53% 15.85%
5 Year 17.63% 16.92%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
1 Year 18.36% 13.93%
3 Year 20.68% 13.64%
5 Year 19.51% 12.48%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Standard Deviation 11.779% 11.59%
Sharp 0.94% 0.88%
Beta 0.742% 0.91%
Alpha 5.08% 1.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Name Sri Sharma Ashish Aggarwal
Total AUM ₹117405 Cr ₹9635 Cr
Funds Managed 6 7
ICICI Prudential Bharat Consumption Fund - Growth Option Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 7.68 4.72
Small Cap 16.61 12.7
Large Cap 67.16 73.24
Mid Cap 8.56 9.32

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

Others 7.59 4.72
Communication Services 10.42 -
Healthcare 7.15 -
Consumer Defensive 28.38 -
Basic Materials 5.64 -
Consumer Cyclical 35.77 -
Real Estate 0.87 -
Industrials 4.17 -
Utilities 0 -
Consumer Durables - 12.74
Retailing - 14.22
Diversified FMCG - 15.04
Automobiles - 15.23
Finance - 2.71
Agricultural Food & other Products - 1.64
Beverages - 6.98
Food Products - 4.99
Auto Components - 1.43
Telecom - Services - 9.61
Leisure Services - 3.52
Healthcare Services - 3.6
Household Products - 2.13
Realty - 1.42

Top Comparisons

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.11%

VS

Edelweiss Money Market Fund - Regular Plan - Growth Option Edelweiss Money Market Fund - Regular Plan - Growth Option

3Y Returns6.53%

Compare Now

Nippon India Silver ETF FOF-Regular Plan- Growth Option Nippon India Silver ETF FOF-Regular Plan- Growth Option

3Y Returns18.8%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

Kotak Focused Equity Fund- Regular plan _ Growth Option Kotak Focused Equity Fund- Regular plan _ Growth Option

3Y Returns19.06%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

DSP Liquidity Fund - Regular Plan - Growth DSP Liquidity Fund - Regular Plan - Growth

3Y Returns6.92%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.98%

Compare Now
Add to Cart Successfully