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Sundaram Mid Cap Fund Regular Plan vs ICICI Prudential MidCap Fund 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 Risk Very High Risk
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 -4.85% -6.48%
6 Month -11.85% -12.37%
1 Year 6.02% 8.77%
3 Year 18.52% 20.73%
5 Year 21.24% 18.93%

SIP Return Analysis

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 10.59% -
1 Year -14.48% -10.88%
3 Year 16.46% 19.57%
5 Year 20.73% 21.94%

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 14.46% 15.2%
Sharp 0.7% 0.982%
Beta 0.93% 0.895%
Alpha -1.84% 1.414%

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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 1.13 5.82
Small Cap 13.9 13.95
Large Cap 15.16 13.04
Mid Cap 69.79 67.46

Sector Allocation

Scheme Name

ICICI Prudential MidCap Fund - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.13 5.82
Cement & Cement Products 5.8 1.94
Electrical Equipment 2.05 3.19
IT - Services 2.54 -
Construction 0.86 -
Finance 5.62 8.57
Non - Ferrous Metals 1.39 -
Insurance 0.2 1.28
Agricultural, Commercial & Construction Vehicles 3.11 -
Chemicals & Petrochemicals 4.21 1.47
Pharmaceuticals & Biotechnology 2.99 6.89
Auto Components 8.13 7.23
Realty 10.12 3.04
Petroleum Products 0.15 1.42
Capital Markets 6.72 2.39
Industrial Products 12.1 7.67
Power 0.69 1.71
Telecom - Services 5.32 1.12
Fertilizers & Agrochemicals 5.43 3.11
Diversified Metals 0.23 -
Consumer Durables 1.2 6.05
Ferrous Metals 6.43 0.99
Diversified 1.27 -
Leisure Services 0.98 3.59
IT - Software 0.39 4.71
Healthcare Services 0.52 4.37
Financial Technology (Fintech) 0.33 1.67
Automobiles 1.11 1.48
Minerals & Mining 0.63 -
Transport Services 1.8 2.13
Retailing 3.98 4.29
Industrial Manufacturing 0.49 -
Textiles & Apparels 1.48 -
Gas 0.07 0.9
Transport Infrastructure 0.51 -
Banks - 8.64
Agricultural Food & other Products - 1.22
Aerospace & Defense - 1.31
Food Products - 0.88
Beverages - 1.19

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