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UTI India Consumer Fund 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 UTI India Consumer Fund - Regular Plan - Growth Option

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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 UTI India Consumer Fund - Regular Plan - Growth Option
Fund ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3261 Cr ₹717 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Apr 2019 30 Jul 2007
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 17%
Expense Ratio 2 2.44
Manager Sri Sharma Vishal Chopda
ISIN Code INF109KC1YA0 INF789F01CE6
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 UTI India Consumer Fund - Growth charges 1.0% 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 UTI India Consumer Fund - Regular Plan - Growth Option
1 Month 4.96% 5.91%
6 Month 18.34% 19.63%
1 Year -3.06% -5.12%
3 Year 18.26% 14.04%
5 Year 20.48% 17.52%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 6.76% 7.26%
1 Year 14.53% 14.96%
3 Year 16.99% 15.93%
5 Year 18.07% 14.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
1 Year 17.74% 11.82%
3 Year 20.4% 11.96%
5 Year 20.44% 12.16%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation 12.37% 14.12%
Sharp 0.80% 0.46%
Beta 0.83% 0.89%
Alpha 3.36% -0.52%

Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
Name Sri Sharma Vishal Chopda
Total AUM ₹117405 Cr ₹6487 Cr
Funds Managed 6 3
ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 6.33 4.76
Large Cap 68.97 75.31
Small Cap 16.97 10.87
Mid Cap 7.73 9.05

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 5.25 1.36
Healthcare 6.33 3.24
Consumer Defensive 28.75 24.67
Basic Materials 5.6 3.25
Real Estate 2.61 1.97
Consumer Cyclical 33.82 42.79
Industrials 5.46 6.73
Communication Services 9.95 10.44
Utilities 2.24 -
Financial Services - 5.56

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