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 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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