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)	₹3183 Cr	₹1590 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	1.4%	2.64%
6 Month	8.7%	7.24%
1 Year	2.8%	4.9%
3 Year	17%	16.12%
5 Year	21.32%	20.02%

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	1.94%	0.71%
1 Year	10.28%	6.5%
3 Year	14.09%	13.81%
5 Year	16.31%	15.22%

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	17.32%	13.53%
3 Year	20.14%	14.25%
5 Year	20.32%	12.65%

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%

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

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