ICICI Prudential MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare
ICICI Prudential MidCap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5975 Cr | ₹11638 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Oct 2004 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 73% | 45% |
Expense Ratio | 1.91 | 1.77 |
Manager | Sharmila D'mello | Ratish Varier |
ISIN Code | INF109K01AN2 | INF903J01173 |
Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 8.88% | 5.54% |
6 Month | -6.87% | -6.92% |
1 Year | 4.62% | 9% |
3 Year | 20.68% | 23.64% |
5 Year | 30.96% | 29.52% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -0.77% | -0.99% |
1 Year | -8.54% | -5.76% |
3 Year | 18.27% | 21.45% |
5 Year | 20.44% | 22.39% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.4% | 21.47% |
3 Year | 14.95% | 18.34% |
5 Year | 15.67% | 18.67% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.46% | 16.453% |
Sharp | 0.76% | 0.764% |
Beta | 0.91% | 0.915% |
Alpha | -1.62% | 0.528% |
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Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Ratish Varier |
Total AUM | ₹354743 Cr | ₹12102 Cr |
Funds Managed | 35 | 3 |
ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1 | 6.38 |
Mid Cap | 68.63 | 65.33 |
Small Cap | 16.31 | 13.03 |
Large Cap | 14.11 | 15.27 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1 | 5.37 |
Fertilizers & Agrochemicals | 5.93 | - |
Finance | 4.44 | - |
Cement & Cement Products | 7.71 | - |
IT - Services | 2.72 | - |
Non - Ferrous Metals | 1.3 | - |
Insurance | 0.17 | - |
Agricultural, Commercial & Construction Vehicles | 3.15 | - |
Chemicals & Petrochemicals | 5.71 | - |
Pharmaceuticals & Biotechnology | 2.32 | - |
Auto Components | 6.21 | - |
Electrical Equipment | 3.23 | - |
Realty | 8.99 | - |
Banks | 0.45 | - |
Automobiles | 0.24 | - |
Capital Markets | 7.72 | - |
Industrial Products | 11.74 | - |
Telecom - Services | 4.22 | - |
Diversified Metals | 0.81 | - |
Food Products | 0.12 | - |
Consumer Durables | 1.35 | - |
Ferrous Metals | 7.34 | - |
Diversified | 0.52 | - |
Leisure Services | 0.72 | - |
IT - Software | 0.37 | - |
Healthcare Services | 0.32 | - |
Financial Technology (Fintech) | 3.18 | - |
Minerals & Mining | 0.64 | - |
Retailing | 4.62 | - |
Industrial Manufacturing | 0.2 | - |
Power | 0.13 | - |
Construction | 0.54 | - |
Textiles & Apparels | 1 | - |
Gas | 0.04 | - |
Transport Infrastructure | 0.9 | - |
Industrials | - | 14.82 |
Healthcare | - | 11.03 |
Basic Materials | - | 9.99 |
Consumer Cyclical | - | 18.88 |
Real Estate | - | 3.43 |
Energy | - | 1.7 |
Financial Services | - | 19.52 |
Communication Services | - | 3.32 |
Consumer Defensive | - | 3.4 |
Utilities | - | 2.1 |
Technology | - | 6.45 |
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