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 Very High
Asset Size (Cr) ₹6530 Cr ₹11825 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 10 Oct 2004 01 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 1.86 1.73
Manager Sharmila D'mello Ratish Varier
ISIN Code INF109K01AN2 INF903J01173
Exits Load Exit load of 1% if redeemed within 1 year./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 MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 4.78% 3.73%
6 Month 28.94% 26.72%
1 Year 51.44% 55.76%
3 Year 23.53% 27.27%
5 Year 27.79% 27%

SIP Return Analysis

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 10.59% -
1 Year 23.97% 21.78%
3 Year 60.05% 55%
5 Year 114.35% 101.07%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 30.15% 26.93%
3 Year 77.04% 73.41%
5 Year 119.22% 110.61%

Risk Management

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 14.46% 13.35%
Sharp 1.11% 1.37%
Beta 0.91% 0.87%
Alpha -1.07% 1.34%

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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 4.15 6.5
Large Cap 15.15 17.11
Mid Cap 69.92 66.49
Small Cap 10.82 9.85

Sector Allocation

Scheme Name

ICICI Prudential MidCap Fund - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 2.75 2.66
Materials 6.9 5.11
Capital Goods 10.54 11.59
Technology 2.6 4.25
Healthcare 7.32 10.83
Construction 13.02 2.45
Automobile 12.06 9.82
Chemicals 6.86 3.8
Energy 5.94 4.29
Services 4.84 13.57
Metals & Mining 14.16 3.91
Financial 5 18.38
Communication 3.63 0.34
Consumer Discretionary 2.04 4.72
Consumer Staples 0.02 1.94
Diversified 1.18 -
Insurance 0.41 0.46
Textiles 0.77 -
Unclassified - 1.83

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