ICICI Prudential MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare

ICICI Prudential MidCap Fund vs Sundaram Mid Cap Fund Regular Plan compare

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ICICI Prudential MidCap Fund - Growth

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Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6589 Cr	₹12585 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	4.38%	4.53%
6 Month	16.46%	12.95%
1 Year	9%	6.1%
3 Year	22.23%	24.2%
5 Year	26.96%	27.02%

SIP Return Analysis

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	0.28%	0.7%
1 Year	13.11%	10.52%
3 Year	19.1%	19.82%
5 Year	19.33%	20.59%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	13.38%	20.33%
3 Year	15.59%	19.02%
5 Year	15.96%	18.97%

Risk Management

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	16.26%	15.06%
Sharp	0.92%	1.09%
Beta	0.99%	0.93%
Alpha	-0.88%	1.50%

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	4.99	6.89
Mid Cap	71.74	67.99
Small Cap	15.26	14.22
Large Cap	8.02	10.91

Sector Allocation

Scheme Name	ICICI Prudential MidCap Fund - Growth	Sundaram Mid Cap Fund Regular Plan - Growth
Others	1.96	3.87
Industrials	22.29	14.8
Financial Services	18.59	19.58
Basic Materials	27.41	10.47
Communication Services	10.25	2.15
Healthcare	1.37	11.72
Consumer Cyclical	11.44	17.35
Real Estate	6.19	3.58
Technology	0.36	5.48
Utilities	0.13	2.52
Energy	-	2.16
Consumer Defensive	-	6.31

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