ICICI Prudential Bharat Consumption Fund vs Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan compare
ICICI Prudential Bharat Consumption Fund - Growth Option
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
Chart Comparison
Overview
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Fund | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3115 Cr | ₹1518 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Apr 2019 | 15 May 2006 |
Category | Consumption | Consumption |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty India Consumption TRI | Nifty India Consumption TRI |
Turn Over | 123% | 57% |
Expense Ratio | 2 | 2.19 |
Manager | Sri Sharma | Ashish Aggarwal |
ISIN Code | INF109KC1YA0 | INF903J01561 |
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 | Sundaram Consumption Fund - Growth charges 0.5% 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 | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Month | -4.17% | -3.12% |
6 Month | -11.38% | -8.68% |
1 Year | 4.41% | 10.24% |
3 Year | 17.01% | 16.75% |
5 Year | 15.76% | 14.55% |
SIP Return Analysis
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
6 Month | - | - |
1 Year | -6.66% | -1.11% |
3 Year | 15.82% | 16.46% |
5 Year | 18.23% | 17.57% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
1 Year | 19.39% | 14.14% |
3 Year | 21.27% | 13.13% |
5 Year | 19.31% | 12.36% |
Risk Management
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Standard Deviation | 11.779% | 11.59% |
Sharp | 0.94% | 0.78% |
Beta | 0.742% | 0.9% |
Alpha | 5.08% | 0.71% |
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Fund Managers
Scheme Name | ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Name | Sri Sharma | Ashish Aggarwal |
Total AUM | ₹117405 Cr | ₹9635 Cr |
Fund Manage | 6 | 7 |
ICICI Prudential Bharat Consumption Fund - Growth Option | Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
Market Cap
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 5.73 | 5.13 |
Small Cap | 18.78 | 13.18 |
Large Cap | 68.88 | 71.37 |
Mid Cap | 6.61 | 10.61 |
Sector Allocation
Scheme Name |
ICICI Prudential Bharat Consumption Fund - Growth Option |
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) |
---|---|---|
Others | 3.66 | 5.13 |
IT - Services | 1.21 | - |
Pharmaceuticals & Biotechnology | 7.23 | - |
Personal Products | 5.07 | - |
Consumer Durables | 8.77 | 17.56 |
Diversified FMCG | 12.14 | 15.01 |
Realty | 2.07 | 1.98 |
Automobiles | 19.61 | 13.52 |
Commercial Services & Supplies | 2.09 | - |
Entertainment | 1.61 | - |
Retailing | 10.02 | 11.96 |
Food Products | 7.81 | 5.4 |
Leisure Services | 0.49 | 2.58 |
Chemicals & Petrochemicals | 2.81 | - |
Telecom - Services | 7.63 | 9.68 |
Auto Components | 0.29 | 2.15 |
Transport Services | 0.8 | - |
Beverages | 2.24 | 7.59 |
Power | 1.6 | - |
Textiles & Apparels | 1.4 | - |
Industrial Products | 1.45 | - |
Finance | - | 2.27 |
Agricultural Food & other Products | - | 1.03 |
Healthcare Services | - | 3.05 |
Household Products | - | 1.38 |
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