Tata India Consumer Fund vs ICICI Prudential Bharat Consumption Fund compare

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)	₹3273 Cr	₹2660 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	-1.15%	-1.63%
6 Month	4.29%	4.86%
1 Year	1.98%	-1.09%
3 Year	16.21%	17.31%
5 Year	17.91%	17.81%

SIP Return Analysis

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
6 Month	1.52%	2.21%
1 Year	12.05%	12.89%
3 Year	13.96%	16.12%
5 Year	16.22%	16.79%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
1 Year	16.67%	16.48%
3 Year	19.82%	17.32%
5 Year	20.42%	17.27%

Risk Management

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation	12.38%	14.11%
Sharp	0.81%	0.79%
Beta	0.85%	0.90%
Alpha	2.05%	2.62%

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	7.01	9.82
Large Cap	65.79	46.17
Small Cap	18	31.5
Mid Cap	9.2	12.51

Sector Allocation

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	Tata India Consumer Fund-Regular Plan-Growth
Others	5.35	6.3
Healthcare	5.41	2.88
Consumer Defensive	29.82	32.39
Basic Materials	5.75	2.02
Real Estate	2.38	-
Consumer Cyclical	32.39	33.01
Technology	0.7	5.49
Industrials	6.74	10.97
Communication Services	9.17	-
Utilities	2.29	-
Financial Services	-	6.94

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