FundLens
65
ConsumptionBuy

ICICI Pru Bharat Consumption

ICICI Pru · Direct–Growth · rank #6 of 25 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-2.7%
-5.7% vs index
3 Years
11.0%
-0.6% vs index
5 Years
13.8%
+3.4% vs index
Since launch
14.4%

Year-by-year performance

last entry = YTD
2019
+5.3%
2020
+13.4%
2021
+30.4%

Why this score

ICICI Pru Bharat Consumption scores 65/100 — #6 of 25 Consumption fund (Buy). It stands out for 5y return and sharpe ratio — beating 86% of peers on 5y return. The main drag is its expense ratio (better than only 22% of peers).

Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.

5Y return13.77% · 86th percentile in category
Sharpe ratio0.52 · 83rd percentile in category
Fund size3268.75 Cr · 90th percentile in category
Sortino ratio0.81 · 88th percentile in category
Expense ratio1.32% · 22nd percentile in category
3Y return10.99% · 38th percentile in category

Top holdings

top 5 = 33.7% of portfolio
1.Hindustan Unilever Ltd8.95%
2.Mahindra & Mahindra Ltd8.74%
3.Bharti Airtel Ltd5.56%
4.Zomato Ltd5.38%
5.Maruti Suzuki India Ltd5.03%

62 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Consumption funds