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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) | ₹8452 Cr | ₹3450 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 | -1.88% | -2.71% |
| 6 Month | -1.2% | 0.36% |
| 1 Year | -4.56% | -3.78% |
| 3 Year | 15.92% | 19.45% |
| 5 Year | 22.9% | 22.95% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.39% | -0.73% |
| 1 Year | 6.54% | 10.98% |
| 3 Year | 10.51% | 13.87% |
| 5 Year | 14.92% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.87% | 14.39% |
| 3 Year | 16.42% | 18.55% |
| 5 Year | 16.12% | 15.79% |
Risk Management
| Scheme Name | ICICI Prudential Smallcap Fund - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.11% | 14.09% |
| Sharp | 0.64% | 0.88% |
| Beta | 0.72% | 0.77% |
| Alpha | -0.78% | 2.04% |
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 | 14.33 | 9.85 |
| Small Cap | 66.62 | 81.65 |
| Large Cap | 14.25 | 6.23 |
| Mid Cap | 4.79 | 2.26 |
Sector Allocation
| Scheme Name |
ICICI Prudential Smallcap Fund - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 12.84 | 7.44 |
| Industrials | 26.46 | 18.24 |
| Financial Services | 8.9 | 18.65 |
| Basic Materials | 22.9 | 8.49 |
| Consumer Cyclical | 12.76 | 19.13 |
| Healthcare | 7.17 | 11.99 |
| Energy | 0.65 | - |
| Utilities | 2.45 | 1.09 |
| Real Estate | 1.44 | 2.58 |
| Consumer Defensive | 2.87 | 2.59 |
| Technology | 1.18 | 4.38 |
| Communication Services | 0.37 | 5.41 |
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