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

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ICICI Prudential Large & Mid Cap Fund - Growth

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Sundaram Large and Midcap Fund Regular Plan - Growth

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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)	₹24424 Cr	₹6740 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

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Month	1.06%	1.09%
6 Month	9.9%	10.28%
1 Year	6.25%	0.92%
3 Year	22.2%	16.97%
5 Year	27.8%	20.72%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
6 Month	3.42%	3.4%
1 Year	16.8%	13.34%
3 Year	20.23%	15.58%
5 Year	21.24%	15.68%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
1 Year	15.24%	10.64%
3 Year	15.96%	14.28%
5 Year	15.81%	12.91%

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Standard Deviation	11.75%	13.41%
Sharp	1.18%	0.68%
Beta	0.87%	0.99%
Alpha	6.12%	0.38%

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

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	5.28	5.37
Large Cap	45.94	44.26
Mid Cap	37.53	38.01
Small Cap	11.25	12.36

Scheme Name	ICICI Prudential Large & Mid Cap Fund - Growth	Sundaram Large and Midcap Fund Regular Plan - Growth
Others	4.31	3.16
Energy	4.41	6.69
Technology	6.23	3.67
Healthcare	5.79	10.25
Basic Materials	10.48	8.57
Consumer Defensive	8.03	4.69
Industrials	8.41	10.75
Financial Services	21.85	26.64
Consumer Cyclical	22.89	15.48
Real Estate	1.47	2.58
Communication Services	4.07	5.83
Utilities	2.06	1.69