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) | ₹6421 Cr | ₹12344 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 | 4.28% | 2.49% |
6 Month | 6.22% | -0.29% |
1 Year | 4.55% | 6.84% |
3 Year | 27.1% | 29.71% |
5 Year | 30.37% | 28.77% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 16.13% | 11.34% |
1 Year | 22.35% | 13.06% |
3 Year | 25.79% | 25.31% |
5 Year | 24.1% | 24.42% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 14.02% | 20.98% |
3 Year | 15.19% | 18.62% |
5 Year | 15.78% | 18.81% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.46% | 16.40% |
Sharp | 1.02% | 1.15% |
Beta | 0.93% | 0.92% |
Alpha | -1.27% | 1.93% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.06 | 10.54 |
Mid Cap | 69.04 | 64.47 |
Small Cap | 17.11 | 13.63 |
Large Cap | 12.82 | 11.36 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
Sundaram Mid Cap Fund Regular Plan - Growth |
---|---|---|
Others | 1.06 | 7.95 |
Fertilizers & Agrochemicals | 5.52 | - |
Industrial Products | 11.88 | - |
Finance | 3.77 | - |
Cement & Cement Products | 5.02 | - |
IT - Services | 2.53 | - |
Non - Ferrous Metals | 1.38 | - |
Agricultural, Commercial & Construction Vehicles | 3.11 | - |
Chemicals & Petrochemicals | 5.38 | - |
Pharmaceuticals & Biotechnology | 2.06 | - |
Auto Components | 7.32 | - |
Electrical Equipment | 4.87 | - |
IT - Software | 0.55 | - |
Realty | 7.59 | - |
Banks | 0.78 | - |
Automobiles | 0.25 | - |
Capital Markets | 10.06 | - |
Telecom - Services | 4.57 | - |
Diversified Metals | 0.87 | - |
Consumer Durables | 2.11 | - |
Ferrous Metals | 7.23 | - |
Diversified | 0.06 | - |
Leisure Services | 0.8 | - |
Healthcare Services | 0.42 | - |
Financial Technology (Fintech) | 3.18 | - |
Minerals & Mining | 0.6 | - |
Retailing | 4.14 | - |
Industrial Manufacturing | 0.36 | - |
Power | 0.11 | - |
Construction | 0.56 | - |
Textiles & Apparels | 1.23 | - |
Gas | 0.04 | - |
Transport Infrastructure | 0.62 | - |
Industrials | - | 14.53 |
Healthcare | - | 10.4 |
Technology | - | 6.5 |
Basic Materials | - | 10.57 |
Consumer Cyclical | - | 18.72 |
Real Estate | - | 3.74 |
Energy | - | 2.05 |
Financial Services | - | 17.21 |
Communication Services | - | 2.44 |
Consumer Defensive | - | 4.02 |
Utilities | - | 1.87 |
Top Comparisons
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns21.25%
Quant Multi Cap Fund-Growth
3Y Returns19.36%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.34%
HSBC Overnight Fund - Regular Growth
3Y Returns6.34%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns7.19%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.68%