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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) ₹2316 Cr ₹696 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 2.16% 3.41%
6 Month 15.75% 16.77%
1 Year -2.4% -4.3%
3 Year 17.31% 13.4%
5 Year 19.54% 16.64%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option
6 Month 4.98% 5.14%
1 Year 8.63% 8.14%
3 Year 15.82% 14.46%
5 Year 17.72% 14.34%

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 12.40% 14.33%
Sharp 0.82% 0.51%
Beta 0.83% 0.92%
Alpha 1.82% -1.92%

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 6.66 4.94
Large Cap 70.82 74.18
Small Cap 15.99 11.17
Mid Cap 6.53 9.71

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

UTI India Consumer Fund - Regular Plan - Growth Option

Others 5.71 1.47
Healthcare 6.59 3.27
Consumer Defensive 28.55 24.67
Basic Materials 5.68 3.32
Real Estate 2.24 2
Consumer Cyclical 35.38 41.9
Industrials 4.48 6.78
Communication Services 9.13 10.79
Utilities 2.22 -
Financial Services - 5.79

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