Sundaram Large and Midcap Fund Regular Plan vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
Sundaram Large and Midcap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23246 Cr | ₹6789 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 09 Jul 1998 | 27 Feb 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 55% | 25% |
Expense Ratio | 1.7 | 1.85 |
Manager | Sharmila D'mello | Ashish Aggarwal |
ISIN Code | INF109K01431 | INF903J01DT1 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram Large and 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 Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Month | 0.74% | -0.29% |
6 Month | 13.41% | 15.6% |
1 Year | 0.66% | -3.19% |
3 Year | 20.77% | 14.83% |
5 Year | 25.04% | 19.29% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
6 Month | 2.34% | 3.51% |
1 Year | 9.21% | 6.32% |
3 Year | 20.1% | 15.67% |
5 Year | 21.76% | 16.18% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.37% | 10.83% |
3 Year | 15.84% | 14.22% |
5 Year | 15.76% | 12.76% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.94% | 13.68% |
Sharp | 1.18% | 0.73% |
Beta | 0.86% | 0.98% |
Alpha | 5.96% | 0.80% |
Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Name | Sharmila D'mello | Ashish Aggarwal |
Total AUM | ₹354743 Cr | ₹9635 Cr |
Funds Managed | 35 | 7 |
ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 8.49 | 5.3 |
Large Cap | 43.86 | 45.65 |
Mid Cap | 36.74 | 37.21 |
Small Cap | 10.91 | 11.84 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
---|---|---|
Others | 8.37 | 2.13 |
Energy | 3.8 | 6.6 |
Technology | 6.33 | 3.55 |
Healthcare | 5.62 | 9.95 |
Basic Materials | 11.57 | 7.94 |
Consumer Defensive | 8.31 | 5.95 |
Industrials | 8.62 | 9.09 |
Financial Services | 18.21 | 26.53 |
Consumer Cyclical | 23.11 | 15.72 |
Real Estate | 1.06 | 2.64 |
Communication Services | 2.88 | 7.15 |
Utilities | 2.1 | 2.74 |
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