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Sundaram Mid Cap Fund Regular Plan vs ICICI Prudential MidCap Fund compare

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tortoise-icon ICICI Prudential MidCap Fund - Growth

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tortoise-icon Sundaram Mid Cap 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 MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Fund ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6589 Cr ₹12585 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 28 Oct 2004 19 Jul 2002
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 73% 45%
Expense Ratio 1.9 1.77
Manager Sharmila D'mello Ratish Varier
ISIN Code INF109K01AN2 INF903J01173
Exits Load ICICI Prudential MidCap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram 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 MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Month 2.97% 2.16%
6 Month 17.83% 14.57%
1 Year 10.18% 6.78%
3 Year 22.41% 24.21%
5 Year 26.17% 25.95%

SIP Return Analysis

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
6 Month 3.07% 3.68%
1 Year 21.34% 18.15%
3 Year 21.23% 21.85%
5 Year 20.42% 21.68%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
1 Year 13.11% 20.21%
3 Year 15.83% 19.35%
5 Year 16.04% 19.04%

Risk Management

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation 14.46% 15.06%
Sharp 0.97% 1.09%
Beta 0.98% 0.93%
Alpha -0.93% 1.50%

Fund Managers

Scheme Name ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth
Name Sharmila D'mello Ratish Varier
Total AUM ₹354743 Cr ₹12102 Cr
Funds Managed 35 3
ICICI Prudential MidCap Fund - Growth Sundaram Mid Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential MidCap Fund - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 4.99 6.89
Mid Cap 71.74 67.99
Small Cap 15.26 14.22
Large Cap 8.02 10.91

Sector Allocation

Scheme Name

ICICI Prudential MidCap Fund - Growth

Sundaram Mid Cap Fund Regular Plan - Growth

Others 1.96 3.87
Industrials 22.29 14.8
Financial Services 18.59 19.58
Basic Materials 27.41 10.47
Communication Services 10.25 2.15
Healthcare 1.37 11.72
Consumer Cyclical 11.44 17.35
Real Estate 6.19 3.58
Technology 0.36 5.48
Utilities 0.13 2.52
Energy - 2.16
Consumer Defensive - 6.31

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