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ICICI Prudential ESG Exclusionary Strategy Fund vs Sundaram Services Fund Regular Plan compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
Sundaram Services Fund Regular Plan - Growth
Chart Comparison
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) | ₹1477 Cr | ₹4333 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.07% | 2.69% |
| 6 Month | 13.43% | 17.73% |
| 1 Year | -2.64% | 5.87% |
| 3 Year | 18.55% | 17.52% |
| 5 Year | - | 24.34% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.27% | 3.83% |
| 1 Year | 9.92% | 15.35% |
| 3 Year | 18.43% | 18.58% |
| 5 Year | - | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.83% | 18.83% |
| 3 Year | 16.49% | 22.01% |
| 5 Year | - | 21.89% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.21% | 12.57% |
| Sharp | 0.93% | 0.78% |
| Beta | 0.86% | 0.93% |
| Alpha | 6.66% | 5.81% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.95 | 13.45 |
| Large Cap | 69.14 | 52.33 |
| Small Cap | 21.36 | 26.68 |
| Mid Cap | 4.55 | 7.53 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.95 | 6.01 |
| Energy | 2.98 | 4.88 |
| Technology | 8.13 | 6.41 |
| Financial Services | 28.43 | 37.6 |
| Healthcare | 10 | 8.47 |
| Consumer Cyclical | 15.75 | 13.19 |
| Industrials | 6.85 | 6.09 |
| Basic Materials | 5.28 | - |
| Communication Services | 8.95 | 15.8 |
| Consumer Defensive | 5.43 | - |
| Utilities | 3.26 | - |
| Real Estate | - | 1.56 |
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