Compare Sundaram Consumption Fund vs ICICI Prudential Bharat Consumption Fund
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.52
2.14
NAV
₹102.07
₹26.85
Fund Started
20 Mar 2006
26 Mar 2019
Fund Size
₹1422.23 Cr
₹3150.45 Cr
Exit Load
Exit load of 0.5% if redeemed within 30 days
Exit load of 1% if redeemed within 3 months.
1 Year
-5.57%
-2.29%
3 Year
9.28%
10.79%
5 Year
11.22%
14.41%
Equity
95.95%
91.41%
Cash
4.05%
8.59%
Top 10 Holdings
Bharti Airtel Ltd. | 8.63% |
Eternal Ltd. | 7.93% |
Mahindra & Mahindra Ltd. | 7.27% |
Titan Company Ltd. | 6.59% |
ITC Ltd. | 5.63% |
Apollo Hospitals Enterprise Ltd. | 5.23% |
Nestle India Ltd. | 4.26% |
Interglobe Aviation Ltd. | 3.69% |
SJS Enterprises Ltd. | 3.67% |
TVS Motor Company Ltd. | 3.36% |
Hindustan Unilever Ltd. | 7.22% |
Mahindra & Mahindra Ltd. | 6.26% |
Trent Ltd. | 5.61% |
Bharti Airtel Ltd. | 5.42% |
Maruti Suzuki India Ltd. | 5.17% |
Eternal Ltd. | 5.06% |
Interglobe Aviation Ltd. | 3.61% |
The Indian Hotels Company Ltd. | 3.16% |
ITC Ltd. | 2.76% |
TVS Motor Company Ltd. | 2.66% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation by investing in a portfolio of companies that are likely to benefit directly from consumption led demand in India.
The scheme seeks to generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.
Launch Date
20 Mar 2006
26 Mar 2019
