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) | ₹21657 Cr | ₹6671 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 | 2.03% | 3.66% |
6 Month | 6.59% | -0.19% |
1 Year | 8.19% | 2.16% |
3 Year | 25.62% | 20.85% |
5 Year | 28.78% | 22.69% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 9.14% | 9.77% |
1 Year | 14.65% | 9.14% |
3 Year | 23.61% | 18.01% |
5 Year | 24.05% | 17.78% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.56% | 11.11% |
3 Year | 15.73% | 14.14% |
5 Year | 15.71% | 12.65% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.58% | 14.95% |
Sharp | 1.25% | 0.74% |
Beta | 0.85% | 1.00% |
Alpha | 6.56% | 0.27% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.65 | 5.39 |
Large Cap | 45.53 | 49.16 |
Mid Cap | 35.72 | 35.94 |
Small Cap | 13.1 | 9.51 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 5.27 | 3.72 |
Basic Materials | 12.01 | 6.8 |
Energy | 3.54 | 6.91 |
Technology | 5.08 | 4.98 |
Healthcare | 6.12 | 9.5 |
Consumer Defensive | 7.64 | 5.63 |
Industrials | 10.2 | 9.43 |
Financial Services | 19.99 | 26.7 |
Consumer Cyclical | 23.84 | 14.7 |
Real Estate | 1.08 | 2.18 |
Communication Services | 3.14 | 6.84 |
Utilities | 2.1 | 2.61 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.17%
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns7.16%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.02%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%
Invesco India GILT Fund - Growth
3Y Returns7.55%
HSBC Gilt Fund - Regular Growth
3Y Returns6.67%