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) | ₹18624 Cr | ₹6470 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 | 3.51% | 3.1% |
6 Month | 0.43% | -4.51% |
1 Year | 11.29% | 6.99% |
3 Year | 21.38% | 15.05% |
5 Year | 30.12% | 23.65% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 3.63% | 0.39% |
1 Year | 3.08% | -4.99% |
3 Year | 21.66% | 15.31% |
5 Year | 23.53% | 16.74% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.75% | 11.53% |
3 Year | 15.59% | 14.16% |
5 Year | 15.62% | 12.49% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.563% | 14.877% |
Sharp | 0.987% | 0.357% |
Beta | 0.848% | 0.998% |
Alpha | 6.911% | -1.131% |
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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 | 6.9 | 3.47 |
Large Cap | 45.29 | 52.13 |
Mid Cap | 37.45 | 35.95 |
Small Cap | 10.36 | 8.46 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 6.59 | 3.47 |
Basic Materials | 13.72 | 4.8 |
Energy | 3.45 | 6.53 |
Technology | 3.66 | 7.5 |
Healthcare | 4.64 | 9.93 |
Consumer Defensive | 8.68 | 5.14 |
Industrials | 7.93 | 12.24 |
Financial Services | 22.79 | 23.3 |
Consumer Cyclical | 23.75 | 16.44 |
Real Estate | 0 | 2.54 |
Communication Services | 2.43 | 5.74 |
Utilities | 2.34 | 2.39 |
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