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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) | ₹1512 Cr | ₹4769 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 | -0.96% | -1.18% |
| 6 Month | 2.71% | 4.06% |
| 1 Year | 4.46% | 8.14% |
| 3 Year | 18.86% | 17.45% |
| 5 Year | 15.29% | 20.36% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.1% | 0.4% |
| 1 Year | 7.72% | 12% |
| 3 Year | 15.46% | 16.56% |
| 5 Year | 15.54% | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.5% | 17.39% |
| 3 Year | 16.78% | 21.59% |
| 5 Year | 16.71% | 22.11% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.20% | 12.45% |
| Sharp | 0.93% | 0.83% |
| Beta | 0.87% | 0.97% |
| Alpha | 5.34% | 5.72% |
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 | 4.28 | 12.99 |
| Large Cap | 67.18 | 53.39 |
| Small Cap | 21.1 | 26.81 |
| Mid Cap | 7.45 | 6.81 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
Sundaram Services Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.42 | 4.5 |
| Energy | 3.34 | 5.04 |
| Technology | 8.94 | 7.9 |
| Financial Services | 29.3 | 38.53 |
| Consumer Defensive | 3.88 | - |
| Healthcare | 11.27 | 7.41 |
| Consumer Cyclical | 16.38 | 12.81 |
| Industrials | 7.09 | 6.38 |
| Basic Materials | 6 | - |
| Communication Services | 5.71 | 15.77 |
| Real Estate | 0.94 | 1.67 |
| Utilities | 3.72 | - |
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