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Sundaram Mid Cap Fund Regular Plan vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹6492 Cr | ₹12501 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 | 3.81% | 3.44% |
| 6 Month | 23.99% | 21.89% |
| 1 Year | 1.91% | -0.27% |
| 3 Year | 21.82% | 22.84% |
| 5 Year | 26.17% | 25.94% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.92% | 5.36% |
| 1 Year | 17.76% | 14.63% |
| 3 Year | 21.89% | 22.94% |
| 5 Year | 21.22% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.67% | 20.64% |
| 3 Year | 15.45% | 18.9% |
| 5 Year | 15.84% | 18.91% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.46% | 15.01% |
| Sharp | 0.89% | 0.98% |
| Beta | 0.97% | 0.90% |
| Alpha | -0.46% | 1.38% |
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 | 5.4 | 7.85 |
| Mid Cap | 71.82 | 66.45 |
| Small Cap | 15.4 | 14.88 |
| Large Cap | 7.38 | 10.82 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.78 | 4.8 |
| Industrials | 22.39 | 14.64 |
| Financial Services | 18.53 | 19.14 |
| Basic Materials | 27 | 10.56 |
| Communication Services | 10.67 | 2.2 |
| Healthcare | 1.61 | 11.81 |
| Consumer Cyclical | 11.12 | 18 |
| Real Estate | 6.39 | 3.59 |
| Technology | 0.39 | 5.82 |
| Utilities | 0.13 | 2.41 |
| Energy | - | 1.85 |
| Consumer Defensive | - | 5.19 |
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