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) | ₹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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