ICICI Prudential ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare

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ICICI Prudential ESG Exclusionary Strategy Fund - Growth

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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 ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Fund	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1549 Cr	₹4429 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	09 Oct 2020	01 Sep 2018
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 ESG TRI	NIFTY Service Sector TRI
Turn Over	36%	29%
Expense Ratio	2.17	1.94
Manager	Mittul Kalawadia	Rohit Seksaria
ISIN Code	INF109KC1N75	INF903JA1EX7
Exits Load	ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Services Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
1 Month	-2.33%	-2.43%
6 Month	7.13%	12.23%
1 Year	4.36%	10.74%
3 Year	20.19%	19.62%
5 Year	-	25.57%

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
6 Month	4.19%	7.49%
1 Year	6%	15.84%
3 Year	19.52%	20.31%
5 Year	-	20.29%

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
1 Year	16.6%	19.51%
3 Year	16.34%	21.93%
5 Year	-	21.73%

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Standard Deviation	12.36%	13.00%
Sharp	1.29%	1.25%
Beta	0.83%	0.91%
Alpha	6.23%	6.26%

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Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Name	Mittul Kalawadia	Rohit Seksaria
Total AUM	₹45730 Cr	₹0 Cr
Funds Managed	5	15
	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Others	9.52	13.02
Large Cap	66.87	51.38
Small Cap	18.86	28.11
Mid Cap	4.75	7.48

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	Sundaram Services Fund Regular Plan - Growth
Others	9.52	6.48
Energy	2.34	5.19
Technology	8.77	6.65
Financial Services	26.73	37.98
Healthcare	9.6	7.99
Consumer Cyclical	15.79	12.41
Industrials	5.82	6.04
Basic Materials	3.39	-
Communication Services	9.68	15.64
Consumer Defensive	5.26	-
Utilities	3.11	-
Real Estate	-	1.61