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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) | ₹1486 Cr | ₹4426 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 | Best SIP |
| 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 | 3.13% | 3.28% |
| 6 Month | 7.01% | 9.2% |
| 1 Year | 5.01% | 9.96% |
| 3 Year | 19.37% | 18.06% |
| 5 Year | 18.15% | 24.85% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.44% | 0.41% |
| 1 Year | 7.46% | 10.77% |
| 3 Year | 16.01% | 16.17% |
| 5 Year | 15.46% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.27% | 18.31% |
| 3 Year | 16.59% | 21.8% |
| 5 Year | - | 22.06% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.15% | 12.46% |
| Sharp | 0.99% | 0.88% |
| Beta | 0.87% | 0.97% |
| Alpha | 5.68% | 5.88% |
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 | 8.36 | 14.21 |
| Large Cap | 65.36 | 51.59 |
| Small Cap | 20.77 | 26.9 |
| Mid Cap | 5.52 | 7.3 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.36 | 6.1 |
| Energy | 2.96 | 4.72 |
| Technology | 7.89 | 6.96 |
| Financial Services | 27.44 | 36.62 |
| Healthcare | 9.48 | 8.51 |
| Consumer Cyclical | 16.84 | 13.34 |
| Industrials | 6.93 | 6.49 |
| Basic Materials | 5.55 | - |
| Communication Services | 8.23 | 15.64 |
| Consumer Defensive | 2.67 | - |
| Utilities | 3.65 | - |
| Real Estate | - | 1.61 |
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