ICICI Prudential Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
ICICI Prudential Large & Mid Cap Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹18624 Cr | ₹6470 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Jul 1998 | 27 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 55% | 25% |
Expense Ratio | 1.7 | 1.85 |
Manager | Sharmila D'mello | Ashish Aggarwal |
ISIN Code | INF109K01431 | INF903J01DT1 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Large and Mid Cap 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 Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | -1.77% | -4.72% |
6 Month | -6.67% | -11.87% |
1 Year | 10.27% | 5.34% |
3 Year | 19.71% | 12.29% |
5 Year | 21.85% | 14.66% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -1.3% | -10.43% |
3 Year | 20.17% | 12.68% |
5 Year | 23.73% | 16.28% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.85% | 11.53% |
3 Year | 15.49% | 14.16% |
5 Year | 15.6% | 12.49% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.581% | 13.949% |
Sharp | 0.993% | 0.508% |
Beta | 0.868% | 0.972% |
Alpha | 5.691% | -0.481% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Ashish Aggarwal |
Total AUM | ₹354743 Cr | ₹9635 Cr |
Fund Manage | 35 | 7 |
ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.89 | 5.24 |
Large Cap | 50.21 | 48.56 |
Mid Cap | 37.07 | 36.97 |
Small Cap | 8.28 | 9.27 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 1.89 | 5.24 |
Petroleum Products | 4.4 | 5.01 |
IT - Software | 4.8 | 6.69 |
Cement & Cement Products | 5.36 | 1.64 |
Pharmaceuticals & Biotechnology | 5.9 | 6.44 |
Personal Products | 1.11 | - |
Construction | 4.04 | 2.19 |
Finance | 7.94 | 2.61 |
Consumer Durables | 1.17 | 4.37 |
Diversified FMCG | 1.68 | 1.87 |
Non - Ferrous Metals | 0.34 | 1.35 |
Banks | 13.79 | 17.11 |
Chemicals & Petrochemicals | 1.08 | - |
Automobiles | 8.6 | 1.67 |
Auto Components | 4.79 | 7.41 |
Ferrous Metals | 0.71 | - |
Realty | 1.22 | 2.38 |
Transport Services | 1.97 | 0.73 |
Retailing | 3.88 | 3.96 |
Diversified Metals | 1.32 | - |
Industrial Products | 3.01 | 3.29 |
Oil | 0.59 | - |
Food Products | 0.66 | - |
Entertainment | 1.22 | - |
Telecom - Services | 0.72 | 3.28 |
Healthcare Services | 1.38 | 3.19 |
Leisure Services | 0.42 | 2.31 |
Diversified | 0.26 | - |
Insurance | 2.41 | 0.94 |
Minerals & Mining | 0.13 | - |
Fertilizers & Agrochemicals | 2.81 | 1.14 |
Beverages | 2.25 | 2.67 |
Power | 2.12 | 2.69 |
Textiles & Apparels | 2.22 | - |
Gas | 1.26 | - |
IT - Services | - | 0.85 |
Aerospace & Defense | - | 0.87 |
Electrical Equipment | - | 3.51 |
Agricultural Food & other Products | - | 0.84 |
Household Products | - | 0.93 |
Financial Technology (Fintech) | - | 0.12 |
Consumable Fuels | - | 0.54 |
Capital Markets | - | 1.42 |
Transport Infrastructure | - | 0.78 |
Top Comparisons
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.25%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns6.45%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns5.62%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.57%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns22.84%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns19.28%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns11.63%