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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) | ₹8449 Cr | ₹3341 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 | 1.42% | 4.02% |
| 6 Month | 10.6% | 13.08% |
| 1 Year | 1.96% | 4.01% |
| 3 Year | 17.51% | 20.82% |
| 5 Year | 27.54% | 27.42% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.64% | 2.95% |
| 1 Year | 10.74% | 16.44% |
| 3 Year | 14.06% | 17.75% |
| 5 Year | 17.75% | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.32% | 14.64% |
| 3 Year | 16.23% | 18.25% |
| 5 Year | 16.01% | 15.68% |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.99% | 14.09% |
| Sharp | 0.70% | 0.87% |
| Beta | 0.74% | 0.77% |
| Alpha | -1.66% | 0.62% |
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 | 13.98 | 8.28 |
| Small Cap | 68.51 | 84.1 |
| Large Cap | 12.74 | 5.92 |
| Mid Cap | 4.78 | 1.7 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 13.98 | 6.01 |
| Industrials | 26.86 | 18.55 |
| Basic Materials | 23.37 | 7.98 |
| Financial Services | 6.09 | 18.08 |
| Real Estate | 1.35 | 2.41 |
| Consumer Cyclical | 13.22 | 21.13 |
| Technology | 1.04 | 4.45 |
| Healthcare | 7.27 | 12.08 |
| Energy | 1.2 | - |
| Utilities | 2.57 | 1.14 |
| Consumer Defensive | 2.71 | 2.7 |
| Communication Services | 0.33 | 5.47 |
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