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) | ₹3115 Cr | ₹675 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 | 1.65% | 0.93% |
6 Month | -2.26% | -4.7% |
1 Year | 1.48% | -0.16% |
3 Year | 19.81% | 17.16% |
5 Year | 21.55% | 17.99% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.86% | 4.57% |
1 Year | 0.08% | -2.36% |
3 Year | 15.53% | 13.25% |
5 Year | 17.63% | 13.85% |
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 | 11.779% | 15.355% |
Sharp | 0.94% | 0.317% |
Beta | 0.742% | 0.933% |
Alpha | 5.08% | -1.363% |
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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 | 7.68 | 2.73 |
Small Cap | 16.61 | 11 |
Large Cap | 67.16 | 73.77 |
Mid Cap | 8.56 | 12.5 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.59 | 2.17 |
Communication Services | 10.42 | 11.44 |
Healthcare | 7.15 | 2.89 |
Consumer Defensive | 28.38 | 26.65 |
Basic Materials | 5.64 | 1.74 |
Consumer Cyclical | 35.77 | 41.37 |
Real Estate | 0.87 | 2.33 |
Industrials | 4.17 | 6.51 |
Utilities | 0 | - |
Financial Services | - | 4.9 |
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