Tata India Consumer Fund vs ICICI Prudential Bharat Consumption Fund compare

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ICICI Prudential Bharat Consumption Fund - Growth Option

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Tata India Consumer 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	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)	₹3261 Cr	₹2531 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

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Month	-0.42%	-0.15%
6 Month	10.82%	9.42%
1 Year	-0.34%	-0.39%
3 Year	18.34%	19.03%
5 Year	21.68%	21.03%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	2.74%	3.28%
1 Year	11.51%	11.35%
3 Year	14.98%	16.96%
5 Year	16.83%	17.21%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Year	17.32%	17.35%
3 Year	20.14%	17.26%
5 Year	20.32%	17.15%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	12.38%	14.06%
Sharp	0.79%	0.70%
Beta	0.85%	0.88%
Alpha	1.91%	1.61%

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

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	5.61	5.7
Large Cap	69.16	48.21
Small Cap	17.17	31.48
Mid Cap	8.06	14.61

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	3.08	5.2
Healthcare	6.4	2.95
Consumer Defensive	28.85	31.71
Basic Materials	5.57	2.25
Real Estate	2.56	-
Consumer Cyclical	33.86	35.05
Technology	1.53	2.44
Industrials	5.68	12.85
Communication Services	10.09	-
Utilities	2.38	-
Financial Services	-	7.54