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

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ICICI Prudential MidCap Fund - Growth

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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

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	2.45%	2.1%
6 Month	-6.32%	-6.74%
1 Year	3.69%	8.13%
3 Year	19.2%	22.17%
5 Year	29.57%	28.42%

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%

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%

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	14.46%	16.453%
Sharp	0.64%	0.764%
Beta	0.92%	0.915%
Alpha	-1.47%	0.528%

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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

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

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