ICICI Prudential MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare
ICICI Prudential MidCap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6492 Cr | ₹12501 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 28 Oct 2004 | 19 Jul 2002 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 73% | 45% |
Expense Ratio | 1.9 | 1.77 |
Manager | Sharmila D'mello | Ratish Varier |
ISIN Code | INF109K01AN2 | INF903J01173 |
Exits Load | ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram 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 MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 2.53% | 2.45% |
6 Month | 23.83% | 21.64% |
1 Year | 0.85% | -0.93% |
3 Year | 20.39% | 21.49% |
5 Year | 25.74% | 25.6% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.92% | 5.36% |
1 Year | 17.76% | 14.63% |
3 Year | 21.89% | 22.94% |
5 Year | 21.22% | 22.54% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.67% | 20.64% |
3 Year | 15.45% | 18.9% |
5 Year | 15.84% | 18.91% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.46% | 15.01% |
Sharp | 0.89% | 0.98% |
Beta | 0.97% | 0.90% |
Alpha | -0.46% | 1.38% |
Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Ratish Varier |
Total AUM | ₹354743 Cr | ₹12102 Cr |
Funds Managed | 35 | 3 |
ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.03 | 8.46 |
Mid Cap | 69.66 | 66.65 |
Small Cap | 17.12 | 14.24 |
Large Cap | 7.18 | 10.65 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.07 | 5.49 |
Industrials | 21.95 | 14.27 |
Financial Services | 18.82 | 19.28 |
Basic Materials | 26.28 | 11.06 |
Communication Services | 10.54 | 2.32 |
Healthcare | 2.82 | 11.57 |
Consumer Cyclical | 10.46 | 17.91 |
Technology | 0.38 | 5.61 |
Real Estate | 6.55 | 3.59 |
Utilities | 0.13 | 2.59 |
Energy | - | 2.04 |
Consumer Defensive | - | 4.27 |
Top Comparisons
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.31%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns12.98%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.04%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.81%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns23.99%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns20.22%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.56%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.57%