Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan vs ICICI Prudential Bharat Consumption Fund 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 | Very High |
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 | -5.55% | -5.75% |
6 Month | -17.8% | -17.05% |
1 Year | 1.41% | 8% |
3 Year | 17.44% | 16.88% |
5 Year | 19.53% | 17.87% |
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 | -10.85% | -10.77% |
1 Year | -18.93% | -15.26% |
3 Year | 11.52% | 12.08% |
5 Year | 15.81% | 15.15% |
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% | 0.62% |
Beta | 0.742% | 0.91% |
Alpha | 5.08% | 0.64% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 7.68 | 3.57 |
Small Cap | 16.61 | 13.34 |
Large Cap | 67.16 | 74.62 |
Mid Cap | 8.56 | 8.47 |
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 | 7.59 | 3.57 |
Communication Services | 10.42 | 12.27 |
Healthcare | 7.15 | 2.81 |
Consumer Defensive | 28.38 | 32.21 |
Basic Materials | 5.64 | 1.46 |
Consumer Cyclical | 35.77 | 43.4 |
Real Estate | 0.87 | 1.64 |
Industrials | 4.17 | - |
Utilities | 0 | - |
Financial Services | - | 2.64 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns12.4%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns13.32%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.08%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns8.89%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.97%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns10.62%
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
3Y Returns9.6%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns8.42%