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

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ICICI Prudential Bharat Consumption Fund - Growth Option

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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - 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	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)	₹3258 Cr	₹1628 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

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	-3.16%	-4.02%
6 Month	2.32%	0.55%
1 Year	1.29%	-2.45%
3 Year	16.05%	14.83%
5 Year	16.8%	15.23%

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	-0.86%	-1.12%
1 Year	7.19%	5.66%
3 Year	11.84%	12.14%
5 Year	14.84%	14.14%

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	16.57%	13.28%
3 Year	19.76%	14.7%
5 Year	20.33%	12.78%

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	12.43%	11.59%
Sharp	0.77%	0.74%
Beta	0.86%	0.89%
Alpha	2.20%	-0.5%

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)

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	7.42	3.22
Large Cap	64.19	72
Small Cap	18.5	15.83
Mid Cap	9.89	8.95

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Others	5.08	1.06
Consumer Defensive	29.34	30.63
Basic Materials	5.22	1.7
Real Estate	2	1.85
Healthcare	6.17	3.56
Consumer Cyclical	35.06	45.89
Technology	0.6	0
Industrials	6.68	-
Communication Services	7.62	12.24
Utilities	2.23	-
Financial Services	-	3.06