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Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan 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 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) ₹3273 Cr ₹1643 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 1.8% 1.65%
6 Month 6.9% 5.1%
1 Year 6.03% 6.29%
3 Year 17.32% 16.41%
5 Year 19.56% 18.42%

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 2.12% 1.86%
1 Year 12.45% 10.74%
3 Year 14.47% 14.76%
5 Year 16.4% 15.7%

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 16.84% 13.45%
3 Year 19.88% 14.61%
5 Year 20.57% 12.74%

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 12.38% 13.49%
Sharp 0.81% 0.70%
Beta 0.85% 0.86%
Alpha 2.05% 1.27%

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 5.61 4.74
Large Cap 69.16 72.25
Small Cap 17.17 14.09
Mid Cap 8.06 8.92

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 3.08 2.95
Healthcare 6.4 3.68
Consumer Defensive 28.85 31.9
Basic Materials 5.57 1.42
Real Estate 2.56 1.9
Consumer Cyclical 33.86 43.86
Technology 1.53 -
Industrials 5.68 -
Communication Services 10.09 11.37
Utilities 2.38 -
Financial Services - 2.92

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