Sundaram Large and Midcap Fund Regular Plan vs ICICI Prudential Large & Mid Cap Fund compare

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tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

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tortoise-icon Sundaram Large and Midcap 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 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 Very High
Asset Size (Cr) ₹14474 Cr ₹6862 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Jul 1998 10 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 1.72 1.8
Manager Sharmila D'mello Ashish Aggarwal
ISIN Code INF109K01431 INF903J01DT1
Exits Load Exit load of 1% if redeemed within 1 month./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month 2.25% 1.74%
6 Month 21.23% 20.95%
1 Year 48.05% 45.53%
3 Year 27.46% 21.07%
5 Year 26.58% 24.83%

SIP Return Analysis

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month - -
1 Year 20.27% 16.68%
3 Year 50.13% 36.77%
5 Year 101.01% 71.73%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 26.91% 21.86%
3 Year 72.85% 54.63%
5 Year 105.77% 79.56%

Risk Management

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.05% 12.94%
Sharp 1.5% 0.93%
Beta 0.84% 0.94%
Alpha 5.43% -2.61%

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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 3.56 5.32
Large Cap 51.21 52.7
Mid Cap 38.93 36.68
Small Cap 6.33 5.29

Sector Allocation

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 5 2.18
Materials 4.45 4.59
Energy 12.02 7.42
Financial 23 22.85
Construction 4.03 5.06
Healthcare 8.41 8.7
Communication 2.82 2.87
Automobile 10.63 8.53
Capital Goods 2.82 11.07
Technology 4.96 5.45
Consumer Staples 4.75 5.6
Metals & Mining 3.48 2.59
Chemicals 2.54 0.95
Services 6.17 9.45
Consumer Discretionary 0.39 2.07
Diversified 0.3 -
Insurance 3.4 -
Textiles 0.86 0.61

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