Axis Midcap Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Axis Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7132 Cr | ₹31717 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Oct 2004 | 18 Feb 2011 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | BSE 150 MidCap Index |
| Turn Over | 73% | 23% |
| Expense Ratio | 1.9 | 1.58 |
| Manager | Sharmila D'mello | Shreyash Devalkar |
| ISIN Code | INF109K01AN2 | INF846K01859 |
| 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 | Axis Midcap 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 | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.58% | -1.71% |
| 6 Month | 2.41% | -2.99% |
| 1 Year | 16.72% | 8.45% |
| 3 Year | 23.39% | 19.69% |
| 5 Year | 22.15% | 17.57% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.61% | -0.47% |
| 1 Year | 21.19% | 7.72% |
| 3 Year | 19.71% | 13.4% |
| 5 Year | 19.73% | 14.67% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.94% | 15.62% |
| 3 Year | 16.04% | 19.18% |
| 5 Year | 16.12% | 19.77% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.13% | 14.08% |
| Sharp | 0.98% | 0.88% |
| Beta | 0.98% | 0.82% |
| Alpha | -0.27% | -1.20% |
Fund Managers
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Shreyash Devalkar |
| Total AUM | ₹354743 Cr | ₹166770 Cr |
| Funds Managed | 35 | 14 |
| ICICI Prudential MidCap Fund - Growth | Axis Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.65 | 15.17 |
| Mid Cap | 71.72 | 68.9 |
| Small Cap | 10.28 | 3.72 |
| Large Cap | 9.35 | 12.2 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Axis Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.52 | 7.11 |
| Industrials | 20.74 | 18.23 |
| Financial Services | 21.64 | 18.89 |
| Basic Materials | 28.13 | 7.83 |
| Communication Services | 8.41 | 3.49 |
| Consumer Cyclical | 11.81 | 20.46 |
| Real Estate | 5.96 | 3.15 |
| Healthcare | 1.26 | 9.61 |
| Utilities | 0.14 | 1.23 |
| Technology | 0.37 | 8.92 |
| Energy | - | 1 |
| Consumer Defensive | - | 0.09 |
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