ICICI Prudential ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1471 Cr | ₹3793 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Oct 2020 | 01 Sep 2018 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY Service Sector TRI |
Turn Over | 36% | 29% |
Expense Ratio | 2.17 | 1.94 |
Manager | Mittul Kalawadia | Rohit Seksaria |
ISIN Code | INF109KC1N75 | INF903JA1EX7 |
Exits Load | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Month | 5.81% | 5.2% |
6 Month | -11.36% | -9.65% |
1 Year | 12.27% | 10.95% |
3 Year | 15.96% | 14.08% |
5 Year | - | 27.75% |
SIP Return Analysis
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
6 Month | -3.94% | -4.18% |
1 Year | -3.43% | -3.09% |
3 Year | 18.28% | 15.38% |
5 Year | - | 18.79% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
1 Year | 18.14% | 20.46% |
3 Year | 16.24% | 22.46% |
5 Year | - | 21.59% |
Risk Management
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.253% | 13.733% |
Sharp | 0.854% | 0.606% |
Beta | 0.811% | - |
Alpha | 6.291% | - |
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Fund Managers
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Name | Mittul Kalawadia | Rohit Seksaria |
Total AUM | ₹45730 Cr | ₹0 Cr |
Funds Managed | 5 | 15 |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 5.67 | 9.97 |
Large Cap | 67.52 | 50.92 |
Mid Cap | 4.67 | 10.3 |
Small Cap | 22.14 | 28.8 |
Sector Allocation
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
---|---|---|
Others | 5.67 | 6.38 |
Energy | 2.07 | 5.11 |
Technology | 8.96 | 7.92 |
Financial Services | 25.66 | 37.21 |
Basic Materials | 5.48 | - |
Healthcare | 9.86 | 7.46 |
Consumer Cyclical | 14.65 | 12.78 |
Industrials | 8.2 | 5.77 |
Consumer Defensive | 4.08 | - |
Communication Services | 11.26 | 15.5 |
Utilities | 4.12 | - |
Real Estate | - | 1.87 |
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