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) | ₹23698 Cr | ₹6651 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 | 5.19% | 3.29% |
6 Month | 15.97% | 16.46% |
1 Year | 2.57% | -1.62% |
3 Year | 21.73% | 15.58% |
5 Year | 27.02% | 20.18% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 4.22% | 3.78% |
1 Year | 14.8% | 9.7% |
3 Year | 20.36% | 15.18% |
5 Year | 21.41% | 15.49% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.37% | 10.83% |
3 Year | 15.84% | 14.22% |
5 Year | 15.76% | 12.76% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.90% | 13.60% |
Sharp | 1.08% | 0.57% |
Beta | 0.86% | 0.98% |
Alpha | 6.56% | 0.69% |
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 | 5.4 | 4.85 |
Large Cap | 46.14 | 44.66 |
Mid Cap | 37.36 | 38.19 |
Small Cap | 11.1 | 12.29 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 4.62 | 2.77 |
Energy | 3.91 | 6.42 |
Technology | 6.02 | 3.82 |
Healthcare | 5.95 | 10.24 |
Basic Materials | 10.75 | 8.54 |
Consumer Defensive | 8.57 | 5.69 |
Industrials | 8.74 | 9.52 |
Financial Services | 20.67 | 26.08 |
Consumer Cyclical | 23.54 | 15.64 |
Real Estate | 1.22 | 2.64 |
Communication Services | 3.96 | 5.98 |
Utilities | 2.06 | 2.67 |
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