UTI India Consumer Fund vs ICICI Prudential Bharat Consumption Fund compare
ICICI Prudential Bharat Consumption Fund - Growth Option
UTI India Consumer Fund - Regular Plan - Growth Option
Chart Comparison
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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