Sundaram Services Fund Regular Plan vs ICICI Prudential Exports & Services Fund compare

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tortoise-icon ICICI Prudential Exports & Services Fund - Growth

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tortoise-icon Sundaram Services 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 Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
Fund ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1306 Cr ₹3632 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Nov 2005 21 Sep 2018
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY Service Sector TRI
Turn Over 107% 29%
Expense Ratio 2.28 1.89
Manager Sharmila D'mello Rohit Seksaria
ISIN Code INF109K01BB5 INF903JA1EX7
Exits Load Exit load of 1% if redeemed within 15 days./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 Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
1 Month -4.45% 2.72%
6 Month 14.09% 16.68%
1 Year 43.64% 33.57%
3 Year 20.19% 18.93%
5 Year 23.31% 24.52%

SIP Return Analysis

Scheme Name ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
6 Month 11.65% -
1 Year 22.58% 10.89%
3 Year 54.63% 31.75%
5 Year 100.14% 74.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
1 Year 15.68% 20.12%
3 Year 12.18% 23.24%
5 Year 13.95% 21.71%

Risk Management

Scheme Name ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
Standard Deviation 10.23% 12.7%
Sharp 1.34% 0.94%
Beta 0.74% 0.83%
Alpha 6.92% 5.93%

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Fund Managers

Scheme Name ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth
Name Sharmila D'mello Rohit Seksaria
Total AUM ₹354743 Cr ₹0 Cr
Fund Manage 35 15
ICICI Prudential Exports & Services Fund - Growth Sundaram Services Fund Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Exports & Services Fund - Growth

Sundaram Services Fund Regular Plan - Growth

Others 8.14 7
Large Cap 69.95 51.63
Small Cap 7.58 29.79
Mid Cap 14.34 11.6

Sector Allocation

Scheme Name

ICICI Prudential Exports & Services Fund - Growth

Sundaram Services Fund Regular Plan - Growth

Others 4.91 1.68
Construction 4.2 1.48
Energy 12.68 6.24
Financial 30.85 38.91
Healthcare 13.54 6
Technology 7.69 8.99
Insurance 6.09 3.89
Services 8.23 15.44
Metals & Mining 1.66 -
Communication 6.82 9.31
Capital Goods 2.47 -
Chemicals 0.87 -
Consumer Discretionary - 4.58
Textiles - 1.25
Unclassified - 2.25

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