Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan 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 Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - 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 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) ₹3161 Cr ₹1564 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 2.18
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 -2.37% -4.03%
6 Month -3.59% 0.25%
1 Year 13.67% 20.56%
3 Year 18.76% 18.64%
5 Year 17.82% 16.74%

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 5.11% 16.13%
3 Year 20.57% 22.95%
5 Year 21.2% 21.55%

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 19.5% 13.81%
3 Year 21.63% 12.91%
5 Year 19.98% 12.23%

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 10.09% 11.59%
Sharp 1.68% 0.89%
Beta 0.65% 0.88%
Alpha 7.46% 2.42%

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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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