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Sundaram Large and Midcap Fund Regular Plan vs ICICI Prudential Large & Mid Cap Fund compare

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tortoise-icon ICICI Prudential Large & Mid Cap Fund - Growth

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tortoise-icon Sundaram Large and Midcap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹18624 Cr ₹6470 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 5.82% 5.28%
6 Month -0.66% -5.8%
1 Year 12.14% 6.87%
3 Year 22.66% 16.45%
5 Year 30.53% 23.93%

SIP Return Analysis

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month 2.94% -0.44%
1 Year 1.96% -6.54%
3 Year 20.31% 13.47%
5 Year 22.46% 15.39%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year 15.75% 11.53%
3 Year 15.59% 14.16%
5 Year 15.62% 12.49%

Risk Management

Scheme Name ICICI Prudential Large & Mid Cap Fund - Growth Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation 12.563% 14.877%
Sharp 0.987% 0.357%
Beta 0.848% 0.998%
Alpha 6.911% -1.131%

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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 6.9 3.47
Large Cap 45.29 52.13
Mid Cap 37.45 35.95
Small Cap 10.36 8.46

Sector Allocation

Scheme Name

ICICI Prudential Large & Mid Cap Fund - Growth

Sundaram Large and Midcap Fund Regular Plan - Growth

Others 6.59 3.47
Basic Materials 13.72 4.8
Energy 3.45 6.53
Technology 3.66 7.5
Healthcare 4.64 9.93
Consumer Defensive 8.68 5.14
Industrials 7.93 12.24
Financial Services 22.79 23.3
Consumer Cyclical 23.75 16.44
Real Estate 0 2.54
Communication Services 2.43 5.74
Utilities 2.34 2.39

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