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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) | ₹27745 Cr | ₹6987 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 | -2.58% | -3.11% |
| 6 Month | 1.18% | -0.43% |
| 1 Year | 9.54% | 4.51% |
| 3 Year | 20.03% | 15.58% |
| 5 Year | 20.86% | 15.35% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.17% | -0.18% |
| 1 Year | 11.27% | 8.9% |
| 3 Year | 16.86% | 12.05% |
| 5 Year | 18.91% | 13.39% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.02% | 10.19% |
| 3 Year | 17.31% | 14.48% |
| 5 Year | 15.75% | 13.26% |
Risk Management
| Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.05% | 12.94% |
| Sharp | 1.25% | 0.8% |
| Beta | 0.81% | 0.96% |
| Alpha | 3.97% | -1.75% |
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 | 8.11 | 7.64 |
| Large Cap | 42.08 | 44.87 |
| Mid Cap | 39.14 | 37.5 |
| Small Cap | 10.68 | 9.99 |
Sector Allocation
| Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
Sundaram Large and Midcap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.25 | 2.2 |
| Energy | 3.87 | 7.15 |
| Technology | 5.18 | 4.77 |
| Consumer Cyclical | 25.17 | 14.15 |
| Basic Materials | 8.22 | 7.52 |
| Consumer Defensive | 8 | 4.39 |
| Industrials | 9.4 | 10.31 |
| Financial Services | 24.1 | 30.15 |
| Healthcare | 4.62 | 9.56 |
| Real Estate | 1.16 | 2.84 |
| Communication Services | 3.19 | 5.31 |
| Utilities | 1.85 | 1.66 |
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