Tata India Consumer Fund vs ICICI Prudential Bharat Consumption Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Bharat Consumption Fund - Growth Option

Invest Now

tortoise-icon Tata India Consumer Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
Fund ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2434 Cr ₹2101 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Apr 2019 05 Dec 2015
Category Consumption Theme Consumption Theme
Fund Type Open Ended Open Ended
Benchmark Nifty India Consumption TRI Nifty India Consumption TRI
Turn Over 123% 57.26%
Expense Ratio 2.07 2.02
Manager Sri Sharma Sonam Udasi
ISIN Code INF109KC1YA0 INF277K010A2
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Month 2.59% 5.01%
6 Month 19.73% 25.9%
1 Year 41.58% 43.89%
3 Year 25.8% 22.45%
5 Year 22.65% 23.23%

SIP Return Analysis

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
6 Month - -
1 Year 17.92% 15.62%
3 Year 46.86% 40.44%
5 Year 81.52% 73.95%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
1 Year 20.59% 21.05%
3 Year 57.68% 54.86%
5 Year 80.93% 78.49%

Risk Management

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
Standard Deviation 10.09% 12.98%
Sharp 1.68% 1.06%
Beta 0.65% 0.92%
Alpha 7.46% -0.37%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth
Name Sri Sharma Sonam Udasi
Total AUM ₹117405 Cr ₹12959 Cr
Fund Manage 6 6
ICICI Prudential Bharat Consumption Fund - Growth Option Tata India Consumer Fund-Regular Plan-Growth

Market Cap

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 9.29 7.9
Small Cap 15.19 28.97
Mid Cap 12.64 13.07
Large Cap 62.87 50.06

Sector Allocation

Scheme Name

ICICI Prudential Bharat Consumption Fund - Growth Option

Tata India Consumer Fund-Regular Plan-Growth

Others 2.8 2.69
Energy 2.37 -
Consumer Staples 28.19 36.55
Automobile 11.12 12.31
Financial 1.43 -
Technology 1.6 -
Healthcare 16.71 -
Materials 3.16 5.12
Construction 6.27 -
Services 11.42 20.38
Consumer Discretionary 5.36 11.93
Communication 5.55 -
Chemicals 1.65 1.38
Textiles 1.32 1.23
Capital Goods 1.04 7.1
Metals & Mining - 1.31

Top Comparisons

Nippon India Equity Hybrid Fund - Growth Plan Nippon India Equity Hybrid Fund - Growth Plan

3Y Returns17.24%

VS

HSBC Aggressive Hybrid Fund - Regular Growth HSBC Aggressive Hybrid Fund - Regular Growth

3Y Returns15.62%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

DSP Small Cap Fund - Regular - Growth DSP Small Cap Fund - Regular - Growth

3Y Returns25.14%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns22.78%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns16.49%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns17.32%

Compare Now
Request call back
Add to Cart Successfully