Sundaram Small Cap Fund Regular Plan vs ICICI Prudential Smallcap Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Smallcap Fund - Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8441 Cr ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Oct 2007 10 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY Smallcap 250 TRI
Turn Over 22% 22%
Expense Ratio 1.77 1.93
Manager Sharmila D'mello Rohit Seksaria
ISIN Code INF109K01BI0 INF903J01470
Exits Load Exit load of 1% if redeemed upto 1 year/365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 0.98% 8.67%
6 Month 18.57% 20.83%
1 Year 38.59% 39.62%
3 Year 25.32% 23.91%
5 Year 30.94% 30.62%

SIP Return Analysis

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 17.3% 16.31%
3 Year 47.78% 48.22%
5 Year 118.45% 111.75%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 33.65% 32.21%
3 Year 86.95% 81.53%
5 Year 126.78% 119.87%

Risk Management

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 13.59% 14.09%
Sharp 1.24% 1.12%
Beta 0.65% 0.74%
Alpha 4.14% 2.08%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Sharmila D'mello Rohit Seksaria
Total AUM ₹354743 Cr ₹0 Cr
Fund Manage 35 15
ICICI Prudential Smallcap Fund - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.93 6.79
Mid Cap 16.19 8.71
Small Cap 68.19 76.79
Large Cap 6.75 7.72

Sector Allocation

Scheme Name

ICICI Prudential Smallcap Fund - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.93 2.48
Financial 7.74 24.44
Metals & Mining 5.61 2.72
Capital Goods 12.07 10.59
Construction 8.68 6.33
Technology 3.69 8.31
Automobile 7.51 3.14
Energy 3.43 1.2
Healthcare 6.5 8.1
Materials 9.57 4.69
Consumer Staples 5.15 6.04
Textiles 1.5 1.12
Chemicals 8.33 2.36
Consumer Discretionary 1.92 5.01
Services 9.34 11.54
Insurance 0.56 -
Communication 0.53 -
Unclassified - 1.94

Top Comparisons

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns25.15%

VS

SBI Balanced Advantage Fund - Regular Plan - Growth SBI Balanced Advantage Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns22.92%

VS

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns15.32%

Compare Now

BANDHAN Bond Fund - Short Term - Regular Plan - Growth BANDHAN Bond Fund - Short Term - Regular Plan - Growth

3Y Returns5.33%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.12%

Compare Now

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns5.53%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns5.84%

Compare Now
Request call back
Add to Cart Successfully