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Tata India Consumer Fund vs ICICI Prudential Bharat Consumption Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Tata India Consumer Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3115 Cr | ₹2375 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Apr 2019 | 28 Dec 2015 |
| Category | Consumption | Consumption |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
| Turn Over | 123% | 57.26% |
| Expense Ratio | 2 | 2 |
| Manager | Sri Sharma | Sonam Udasi |
| ISIN Code | INF109KC1YA0 | INF277K010A2 |
| 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 | Tata India Consumer Fund - Growth charges 0.25% 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 | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 4.9% | 4.43% |
| 6 Month | 0.24% | -0.8% |
| 1 Year | 7.7% | 13.56% |
| 3 Year | 20.38% | 22.59% |
| 5 Year | 23.4% | 23.82% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.05% | -2.58% |
| 1 Year | -7.38% | -9.21% |
| 3 Year | 14.2% | 15.24% |
| 5 Year | 16.96% | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 19.39% | 19.88% |
| 3 Year | 21.27% | 16.83% |
| 5 Year | 19.31% | 16.34% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.779% | 16.229% |
| Sharp | 0.94% | 0.596% |
| Beta | 0.742% | 0.973% |
| Alpha | 5.08% | 3.16% |
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Fund Managers
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Name | Sri Sharma | Sonam Udasi |
| Total AUM | ₹117405 Cr | ₹12959 Cr |
| Funds Managed | 6 | 6 |
| ICICI Prudential Bharat Consumption Fund - Growth Option | Tata India Consumer Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.68 | 8.52 |
| Small Cap | 16.61 | 28.63 |
| Large Cap | 67.16 | 46.31 |
| Mid Cap | 8.56 | 16.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Tata India Consumer Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.59 | 8.14 |
| Communication Services | 10.42 | - |
| Healthcare | 7.15 | 0 |
| Consumer Defensive | 28.38 | 32.59 |
| Basic Materials | 5.64 | 3.06 |
| Consumer Cyclical | 35.77 | 34.96 |
| Real Estate | 0.87 | - |
| Industrials | 4.17 | 12.66 |
| Utilities | 0 | - |
| Financial Services | - | 3.44 |
| Technology | - | 5.15 |
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