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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) | ₹8441 Cr | ₹3282 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 | 4.18% | 4.83% |
| 6 Month | 22.15% | 24.17% |
| 1 Year | -3.08% | -2.57% |
| 3 Year | 18.23% | 20.3% |
| 5 Year | 27.45% | 26.99% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.92% | 5.06% |
| 1 Year | 14.18% | 13.21% |
| 3 Year | 16.24% | 18.18% |
| 5 Year | 19.42% | 20.16% |
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 | 14.96% | 14.09% |
| Sharp | 0.73% | 0.84% |
| Beta | 0.74% | 0.77% |
| Alpha | -0.74% | 0.54% |
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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