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ICICI Prudential Bharat Consumption Fund - Cumulative has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 40.9 | 24.01 | 18.05 | N/A |
| Average Rolling Returns(%) | 21.11 | 20.21 | N/A | N/A |
The Current NAV of ICICI Prudential Bharat Consumption Fund - Cumulative is ₹23.16.
It is better to invest in a fund with a longer track record as ICICI Prudential Bharat Consumption Fund - Cumulative cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
ICICI Prudential Bharat Consumption Fund - Cumulative fund’s expense ratio is 2.07%
The process for redemption is
The AUM of ICICI Prudential Bharat Consumption Fund - Cumulative is currently ₹2,340 Crores.
The Top three stocks are Hindustan Unilever, ITC and Sun Pharma Inds. and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 35% and 51% of fund’s portfolio respectively.
Top three sectors of ICICI Prudential Bharat Consumption Fund - Cumulative fund are FMCG, Healthcare and Auto accounting for 59% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of ICICI Prudential Bharat Consumption Fund - Cumulative Fund is Equity - Sectoral Fund - Consumption.
Sankaran Naren and Dharmesh Kakkad manage the ICICI Prudential Bharat Consumption Fund - Cumulative Fund.
ICICI Prudential Bharat Consumption Fund - Cumulative current PE ratio is 59.62 and PB ratio is 10.72
The asset allocation of ICICI Prudential Bharat Consumption Fund - Cumulative is Stocks : 89.91%, Debt : 6.17% and Gold : 3.92%
The minimum SIP amount for ICICI Prudential Bharat Consumption Fund - Cumulative is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for ICICI Prudential Bharat Consumption Fund - Cumulative is 1% on or before 3 months, Nil after 3 months
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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