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ICICI Prudential MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon ICICI Prudential MidCap Fund - Growth

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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