FundLens
61
ConsumptionHold

ICICI Pru Bharat Consumption

ICICI Pru · Direct–Growth · rank #7 of 25 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-6.5%
-4.4% vs index
3 Years
9.5%
-0.3% vs index
5 Years
12.8%
+3.3% vs index
Since launch
14.1%

Year-by-year performance

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

Why this score

ICICI Pru Bharat Consumption scores 61/100 — #7 of 25 Consumption fund (Hold). It stands out for 5y return and sortino ratio — beating 86% of peers on 5y return. The main drag is its 3y return (better than only 35% of peers).

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

5Y return12.80% · 86th percentile in category
Sortino ratio0.81 · 93rd percentile in category
Fund size3238.21 Cr · 90th percentile in category
3Y return9.53% · 35th percentile in category
Expense ratio1.32% · 22nd percentile in category
Volatility15.19 · 68th percentile in category

Top holdings

top 5 = 32.3% of portfolio
1.Hindustan Unilever Ltd8.86%
2.Mahindra & Mahindra Ltd8.52%
3.Bharti Airtel Ltd5.16%
4.Zomato Ltd4.93%
5.Maruti Suzuki India Ltd4.83%

59 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Consumption funds