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) | ₹6824 Cr | ₹12818 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 | -1.51% | -1.17% |
6 Month | 13.97% | 10.29% |
1 Year | 1.75% | 2.37% |
3 Year | 23.11% | 24.86% |
5 Year | 28.73% | 28.43% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 10.71% | 7.76% |
1 Year | 16.35% | 9.45% |
3 Year | 24.02% | 24.04% |
5 Year | 22.94% | 23.59% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.02% | 20.98% |
3 Year | 15.19% | 18.62% |
5 Year | 15.78% | 18.81% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.46% | 16.03% |
Sharp | 1.25% | 1.33% |
Beta | 0.95% | 0.93% |
Alpha | -1.36% | 1.14% |
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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 | 7.25 | 7.06 |
Mid Cap | 66.69 | 67.43 |
Small Cap | 18.48 | 14.05 |
Large Cap | 7.58 | 11.46 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 2.22 | 4.28 |
Basic Materials | 25.85 | 10.69 |
Industrials | 22.37 | 14.84 |
Financial Services | 18.83 | 20.7 |
Communication Services | 11.34 | 2.55 |
Healthcare | 2.69 | 10.71 |
Consumer Cyclical | 9.58 | 18.14 |
Technology | 0.41 | 6.16 |
Real Estate | 6.56 | 3.78 |
Utilities | 0.15 | 1.89 |
Energy | - | 2.1 |
Consumer Defensive | - | 4.15 |
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