ICICI Prudential Smallcap Fund vs Sundaram Small Cap Fund Regular Plan compare
ICICI Prudential Smallcap Fund - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹8498 Cr | ₹3394 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 18 Oct 2007 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 22% | 22% |
Expense Ratio | 1.81 | 1.97 |
Manager | Sharmila D'mello | Rohit Seksaria |
ISIN Code | INF109K01BI0 | INF903J01470 |
Exits Load | ICICI Prudential Smallcap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Small 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 Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -1.32% | -3.41% |
6 Month | 16.12% | 16.68% |
1 Year | -1.67% | -1.09% |
3 Year | 19.26% | 21.36% |
5 Year | 28.09% | 27.51% |
SIP Return Analysis
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 5.66% | 4.25% |
1 Year | 9.7% | 7.22% |
3 Year | 16.36% | 17.87% |
5 Year | 20.09% | 20.52% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 13.47% | 15.05% |
3 Year | 16.12% | 18.08% |
5 Year | 15.92% | 15.62% |
Risk Management
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.89% | 14.09% |
Sharp | 0.81% | 1.04% |
Beta | 0.74% | 0.77% |
Alpha | -1.96% | 1.1% |
Fund Managers
Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Rohit Seksaria |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 15 |
ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 15.9 | 7.93 |
Small Cap | 67.16 | 85.57 |
Large Cap | 13.16 | 5.53 |
Mid Cap | 3.77 | 0.97 |
Sector Allocation
Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 15.9 | 5.89 |
Communication Services | 0.33 | 5.23 |
Industrials | 25.78 | 19.06 |
Basic Materials | 24.82 | 8.13 |
Financial Services | 3.64 | 19.02 |
Real Estate | 1.43 | 2.66 |
Consumer Cyclical | 12.86 | 20.38 |
Technology | 1.15 | 3.41 |
Healthcare | 7.51 | 11.84 |
Energy | 0.79 | - |
Utilities | 2.66 | 1.15 |
Consumer Defensive | 3.13 | 3.24 |
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