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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) | ₹6824 Cr | ₹12818 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 | -2.89% | -1.53% |
| 6 Month | 10.27% | 7.34% |
| 1 Year | 3.71% | 4.36% |
| 3 Year | 22.07% | 23.67% |
| 5 Year | 27.61% | 27.14% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.41% | 7.05% |
| 1 Year | 10.79% | 6.58% |
| 3 Year | 21.6% | 22.42% |
| 5 Year | 21.45% | 22.55% |
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% | 15.11% |
| Sharp | 1.25% | 1.12% |
| Beta | 0.95% | 0.93% |
| Alpha | -1.36% | 1.14% |
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 | 7.25 | 7.06 |
| Mid Cap | 66.69 | 67.43 |
| Small Cap | 18.48 | 14.05 |
| Large Cap | 7.58 | 11.46 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.42 | 4.28 |
| Industrials | 22.37 | 14.84 |
| Financial Services | 18.83 | 20.7 |
| Basic Materials | 25.64 | 10.69 |
| Communication Services | 11.34 | 2.55 |
| Healthcare | 2.69 | 10.71 |
| Consumer Cyclical | 9.58 | 18.14 |
| Technology | 0.41 | 6.16 |
| Real Estate | 6.56 | 3.78 |
| Utilities | 0.15 | 1.89 |
| Energy | - | 2.1 |
| Consumer Defensive | - | 4.15 |
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