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 | 6.93% | 8.48% |
6 Month | -10.07% | -7.76% |
1 Year | 6.83% | 14.26% |
3 Year | 17.35% | 17.63% |
5 Year | 21.15% | 21.93% |
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 | -3.19% | -2.64% |
1 Year | -11.34% | -6.74% |
3 Year | 13.49% | 14.81% |
5 Year | 16.67% | 16.4% |
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% | 0.63% |
Beta | 0.742% | 0.9% |
Alpha | 5.08% | 0.15% |
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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 |
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 | 7.29 |
Small Cap | 16.61 | 12.2 |
Large Cap | 67.16 | 72.22 |
Mid Cap | 8.56 | 8.29 |
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 | 7.29 |
Communication Services | 10.42 | 12.72 |
Healthcare | 7.15 | 2.71 |
Consumer Defensive | 28.38 | 30.28 |
Basic Materials | 5.64 | 1.5 |
Consumer Cyclical | 35.77 | 41.18 |
Real Estate | 0.87 | 1.44 |
Industrials | 4.17 | - |
Utilities | 0 | - |
Financial Services | - | 2.87 |
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