Sundaram Mid Cap Fund Regular Plan vs ICICI Prudential MidCap Fund 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 | 7.36% | 8.54% |
6 Month | -14.71% | -14.01% |
1 Year | 4.76% | 9.8% |
3 Year | 17.4% | 20.79% |
5 Year | 32.52% | 30.63% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -6.64% | -7.34% |
1 Year | -13.28% | -9.78% |
3 Year | 18.22% | 21.53% |
5 Year | 21.23% | 22.98% |
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 | 0.66% | 0.764% |
Beta | 0.92% | 0.915% |
Alpha | -1.2% | 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 | 0.84 | 6.38 |
Large Cap | 16.61 | 15.27 |
Mid Cap | 66.03 | 65.33 |
Small Cap | 16.52 | 13.03 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 0.72 | 5.37 |
Basic Materials | 29.21 | 9.99 |
Industrials | 21.35 | 14.82 |
Financial Services | 14.53 | 19.52 |
Communication Services | 12 | 3.32 |
Healthcare | 2.51 | 11.03 |
Consumer Cyclical | 10.57 | 18.88 |
Real Estate | 8.42 | 3.43 |
Energy | 0 | 1.7 |
Consumer Defensive | 0.12 | 3.4 |
Technology | 0.41 | 6.45 |
Utilities | 0.17 | 2.1 |
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