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SBI Consumption Opportunities 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 SBI Consumption Opportunities Fund - Regular - Growth

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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 SBI Consumption Opportunities Fund - Regular - Growth
Fund ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3258 Cr ₹3219 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 12 Apr 2019 01 Jan 2013
Category Consumption Consumption
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 42%
Expense Ratio 2 1.98
Manager Sri Sharma Pradeep Kesavan
ISIN Code INF109KC1YA0 INF200K01VR6
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 SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% 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 SBI Consumption Opportunities Fund - Regular - Growth
1 Month -1.93% -1.42%
6 Month 1.03% -1.98%
1 Year 3.33% -5.56%
3 Year 17.27% 14.61%
5 Year 17.2% 18.51%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
6 Month -0.8% -0.89%
1 Year 6.59% 1.42%
3 Year 11.63% 8.14%
5 Year 14.95% 13.51%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
1 Year 16.57% 16.33%
3 Year 19.76% 16.51%
5 Year 20.33% 15.3%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Standard Deviation 12.43% 10.64%
Sharp 0.77% 0.58%
Beta 0.86% 0.89%
Alpha 2.20% -2.48%

Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth
Name Sri Sharma Pradeep Kesavan
Total AUM ₹117405 Cr ₹434274 Cr
Funds Managed 6 43
ICICI Prudential Bharat Consumption Fund - Growth Option SBI Consumption Opportunities Fund - Regular - Growth

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 7.42 5.19
Large Cap 64.19 51.81
Small Cap 18.5 19.6
Mid Cap 9.89 23.39

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

SBI Consumption Opportunities Fund - Regular - Growth

Others 5.08 2.26
Consumer Defensive 29.34 28.64
Basic Materials 5.22 8.67
Real Estate 2 -
Healthcare 6.17 -
Consumer Cyclical 35.06 44.24
Technology 0.6 1.55
Industrials 6.68 6.67
Communication Services 7.62 6.46
Utilities 2.23 -
Financial Services - 1.5

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