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) | ₹3166 Cr | ₹686 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 | 2.15% | 2.57% |
6 Month | -0.36% | -2.03% |
1 Year | 3.45% | 1.35% |
3 Year | 19.6% | 17.09% |
5 Year | 20.92% | 17.83% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.81% | 6.87% |
1 Year | 4.4% | 3.15% |
3 Year | 16.34% | 14.52% |
5 Year | 18.14% | 14.57% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.36% | 12.01% |
3 Year | 20.68% | 11.84% |
5 Year | 19.51% | 12.05% |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.78% | 15.53% |
Sharp | 0.91% | 0.56% |
Beta | 0.79% | 0.95% |
Alpha | 2.69% | -2.04% |
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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 | 8.48 | 3.68 |
Small Cap | 17.04 | 11.6 |
Large Cap | 66.64 | 75.77 |
Mid Cap | 7.84 | 8.96 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.26 | 1.93 |
Communication Services | 8.1 | 11.06 |
Healthcare | 6.06 | 3.05 |
Consumer Defensive | 28.54 | 27.95 |
Basic Materials | 5.14 | 0 |
Real Estate | 3.25 | 2.11 |
Consumer Cyclical | 35.38 | 41.6 |
Industrials | 4.57 | 7.22 |
Utilities | 2.69 | - |
Financial Services | - | 5.08 |
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