Kotak Consumption Fund vs ICICI Prudential Bharat Consumption Fund compare

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tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

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tortoise-icon Kotak Consumption Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
Fund ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹2434 Cr ₹604 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Apr 2019 16 Nov 2023
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI NIFTY India Consumption TRI
Turn Over 123% %
Expense Ratio 2.07 2.32
Manager Sri Sharma Abhishek Bisen
ISIN Code INF109KC1YA0 INF174KA1PM5
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
1 Month 2.59% 5.22%
6 Month 19.73% 30.91%
1 Year 41.58% -
3 Year 25.8% -
5 Year 22.65% -

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
6 Month - -
1 Year 17.92% 14.27%
3 Year 46.86% 14.27%
5 Year 81.52% 14.27%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
1 Year 20.59% 13.98%
3 Year 57.68% 13.98%
5 Year 80.93% 13.98%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
Standard Deviation 10.09% -
Sharp 1.68% -
Beta 0.65% -
Alpha 7.46% -

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Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)
Name Sri Sharma Abhishek Bisen
Total AUM ₹117405 Cr ₹0 Cr
Fund Manage 6 33
ICICI Prudential Bharat Consumption Fund - Growth Option Kotak Consumption Fund - Regular (G)

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Kotak Consumption Fund - Regular (G)

Others 9.29 1.54
Small Cap 15.19 27.35
Mid Cap 12.64 26.46
Large Cap 62.87 44.65

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Kotak Consumption Fund - Regular (G)

Others 2.8 1.54
Energy 2.37 -
Consumer Staples 28.19 35.85
Automobile 11.12 21.45
Financial 1.43 -
Technology 1.6 -
Healthcare 16.71 5.97
Materials 3.16 4.83
Construction 6.27 0.83
Services 11.42 13.07
Consumer Discretionary 5.36 4.66
Communication 5.55 9.4
Chemicals 1.65 -
Textiles 1.32 -
Capital Goods 1.04 2.4

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