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) | ₹3183 Cr | ₹719 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 | -0.27% | -0.81% |
| 6 Month | 8.15% | 8.77% |
| 1 Year | 1.3% | 2.44% |
| 3 Year | 16.83% | 13.76% |
| 5 Year | 19.62% | 16.45% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.69% | 2.04% |
| 1 Year | 10.88% | 11.34% |
| 3 Year | 13.99% | 13.42% |
| 5 Year | 16.14% | 13.22% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.84% | 11.35% |
| 3 Year | 19.88% | 12.07% |
| 5 Year | 20.57% | 12.24% |
Risk Management
| Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.38% | 14.12% |
| Sharp | 0.81% | 0.51% |
| Beta | 0.85% | 0.93% |
| Alpha | 2.05% | -1.55% |
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 | 5.61 | 6.95 |
| Large Cap | 69.16 | 73.59 |
| Small Cap | 17.17 | 9.46 |
| Mid Cap | 8.06 | 10 |
Sector Allocation
| Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.08 | 2.07 |
| Healthcare | 6.4 | 3.27 |
| Consumer Defensive | 28.85 | 23.36 |
| Basic Materials | 5.57 | 3.22 |
| Real Estate | 2.56 | 2.15 |
| Consumer Cyclical | 33.86 | 41.66 |
| Technology | 1.53 | 1.61 |
| Industrials | 5.68 | 6.8 |
| Communication Services | 10.09 | 10.79 |
| Utilities | 2.38 | - |
| Financial Services | - | 5.07 |
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