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 | -3.12% | -4.23% |
6 Month | -15.59% | -15.98% |
1 Year | 2.98% | 5.67% |
3 Year | 17.85% | 20.21% |
5 Year | 24.31% | 21.63% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -11.47% | -12.82% |
1 Year | -21.45% | -19.12% |
3 Year | 14.49% | 17.22% |
5 Year | 19.37% | 20.67% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.52% | 21.47% |
3 Year | 14.82% | 18.34% |
5 Year | 15.64% | 18.67% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.347% | 16.453% |
Sharp | 0.663% | 0.764% |
Beta | 0.886% | 0.915% |
Alpha | -0.812% | 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 |
Fund Manage | 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 | 0.84146 | 6.37545 |
Large Cap | 16.60597 | 15.26812 |
Mid Cap | 66.02781 | 65.32572 |
Small Cap | 16.52474 | 13.03071 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.72238 | 5.36656 |
Basic Materials | 29.2138 | 9.98516 |
Industrials | 21.34769 | 14.81647 |
Financial Services | 14.52574 | 19.51905 |
Communication Services | 11.99618 | 3.3215 |
Healthcare | 2.50736 | 11.03181 |
Consumer Cyclical | 10.56885 | 18.87511 |
Real Estate | 8.42459 | 3.42559 |
Energy | 0 | 1.70264 |
Consumer Defensive | 0.11821 | 3.40233 |
Technology | 0.40827 | 6.45038 |
Utilities | 0.16691 | 2.1034 |
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