UTI 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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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)	₹3258 Cr	₹738 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

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Month	-1.12%	-0.58%
6 Month	2.86%	4.12%
1 Year	3.74%	4.11%
3 Year	17.68%	15.94%
5 Year	17.26%	14.01%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
6 Month	-2.42%	-0.47%
1 Year	4.51%	8.68%
3 Year	11.56%	12.37%
5 Year	14.9%	12.75%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
1 Year	16.57%	11.27%
3 Year	19.76%	12.11%
5 Year	20.33%	12.28%

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Standard Deviation	12.43%	12.1%
Sharp	0.77%	0.62%
Beta	0.86%	0.97%
Alpha	2.20%	-2.83%

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

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	7.42	7.39
Large Cap	64.19	72.22
Small Cap	18.5	8.95
Mid Cap	9.89	11.44

Scheme Name	ICICI Prudential Bharat Consumption Fund - Growth Option	UTI India Consumer Fund - Regular Plan - Growth Option
Others	5.08	2.58
Consumer Defensive	29.34	20.43
Basic Materials	5.22	3.53
Real Estate	2	2.21
Healthcare	6.17	3.14
Consumer Cyclical	35.06	43.01
Technology	0.6	2.2
Industrials	6.68	6.81
Communication Services	7.62	10.91
Utilities	2.23	-
Financial Services	-	5.17