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) | ₹6964 Cr | ₹13236 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 | -0.76% | -1.06% |
| 6 Month | 4.9% | 4.9% |
| 1 Year | 4.49% | 1.03% |
| 3 Year | 21.47% | 23.05% |
| 5 Year | 23.24% | 23.4% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.34% | 2.97% |
| 1 Year | 22.13% | 17.7% |
| 3 Year | 20.69% | 20.83% |
| 5 Year | 20.1% | 21.12% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.11% | 20.09% |
| 3 Year | 15.93% | 19.42% |
| 5 Year | 16.05% | 19.06% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.46% | 13.35% |
| Sharp | 0.97% | 1.14% |
| Beta | 0.98% | 0.93% |
| Alpha | -0.96% | 1.35% |
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 | 5.19 | 9.45 |
| Mid Cap | 71.68 | 67.27 |
| Small Cap | 14.32 | 13.01 |
| Large Cap | 8.81 | 10.28 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.3 | 6.72 |
| Industrials | 21.61 | 14.56 |
| Financial Services | 20.1 | 20.32 |
| Basic Materials | 27.85 | 9.54 |
| Communication Services | 9.29 | 2.21 |
| Consumer Cyclical | 11.2 | 16.05 |
| Real Estate | 6.76 | 3.78 |
| Healthcare | 1.36 | 10.39 |
| Utilities | 0.15 | 2.46 |
| Technology | 0.37 | 5.69 |
| Energy | - | 2.21 |
| Consumer Defensive | - | 6.08 |
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