ICICI Prudential Large & Mid Cap Fund vs Sundaram Large and Midcap Fund Regular Plan compare
ICICI Prudential Large & Mid Cap Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹26939 Cr | ₹7047 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 09 Jul 1998 | 27 Feb 2007 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 55% | 25% |
| Expense Ratio | 1.7 | 1.85 |
| Manager | Sharmila D'mello | Ashish Aggarwal |
| ISIN Code | INF109K01431 | INF903J01DT1 |
| Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Large and Mid Cap 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 Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.03% | -1.16% |
| 6 Month | 3.69% | 2.85% |
| 1 Year | 12.95% | 2.92% |
| 3 Year | 21.36% | 16.89% |
| 5 Year | 23.17% | 17.6% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.99% | 2.38% |
| 1 Year | 14.37% | 13.38% |
| 3 Year | 18.22% | 13.9% |
| 5 Year | 19.87% | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.11% | 10.34% |
| 3 Year | 17.22% | 14.44% |
| 5 Year | 15.72% | 13.16% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.05% | 12.94% |
| Sharp | 1.2% | 0.76% |
| Beta | 0.81% | 0.96% |
| Alpha | 4.04% | -1.65% |
Fund Managers
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Ashish Aggarwal |
| Total AUM | ₹354743 Cr | ₹9635 Cr |
| Funds Managed | 35 | 7 |
| ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.27 | 6.4 |
| Large Cap | 41.48 | 44.53 |
| Mid Cap | 39.03 | 37.64 |
| Small Cap | 11.22 | 11.42 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.74 | 3.23 |
| Energy | 3.98 | 6.98 |
| Technology | 5.84 | 4.8 |
| Basic Materials | 9.01 | 7.5 |
| Consumer Defensive | 7.83 | 4.33 |
| Industrials | 8.41 | 11.18 |
| Financial Services | 23.57 | 29.26 |
| Consumer Cyclical | 24.19 | 13.46 |
| Healthcare | 5.1 | 9.7 |
| Real Estate | 0.89 | 2.75 |
| Communication Services | 3.58 | 5.14 |
| Utilities | 1.86 | 1.68 |
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