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) | ₹3261 Cr | ₹717 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 | 4.96% | 5.91% |
6 Month | 18.34% | 19.63% |
1 Year | -3.06% | -5.12% |
3 Year | 18.26% | 14.04% |
5 Year | 20.48% | 17.52% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.76% | 7.26% |
1 Year | 14.53% | 14.96% |
3 Year | 16.99% | 15.93% |
5 Year | 18.07% | 14.85% |
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 | 12.37% | 14.12% |
Sharp | 0.80% | 0.46% |
Beta | 0.83% | 0.89% |
Alpha | 3.36% | -0.52% |
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 | 6.33 | 4.76 |
Large Cap | 68.97 | 75.31 |
Small Cap | 16.97 | 10.87 |
Mid Cap | 7.73 | 9.05 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
UTI India Consumer Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.25 | 1.36 |
Healthcare | 6.33 | 3.24 |
Consumer Defensive | 28.75 | 24.67 |
Basic Materials | 5.6 | 3.25 |
Real Estate | 2.61 | 1.97 |
Consumer Cyclical | 33.82 | 42.79 |
Industrials | 5.46 | 6.73 |
Communication Services | 9.95 | 10.44 |
Utilities | 2.24 | - |
Financial Services | - | 5.56 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.83%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.17%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns7.66%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option
3Y Returns7.11%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.82%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.97%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.96%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns21.78%