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Axis Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹39886 Cr ₹1530 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 1999 09 Aug 2018
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 31% 0.0%
Expense Ratio 0.39 2.16
Manager Mittul Kalawadia R Sivakumar
ISIN Code INF109K01480 INF846K01E90
Exits Load ICICI Prudential Equity & Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Aggressive Hybrid 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 Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 6.07% 5.09%
6 Month -0.51% -4.06%
1 Year 11.48% 11.3%
3 Year 17.59% 8.52%
5 Year 26.37% 15.87%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 0.91% -1.98%
1 Year 0.37% -4.29%
3 Year 17.36% 9.33%
5 Year 20.44% 9.72%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 14.94% 13.82%
3 Year 16.92% 11.42%
5 Year 15.82% 12.03%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.13% 11.361%
Sharp 0.96% 0.081%
Beta 0.99% 1.138%
Alpha 6.65% -3.842%

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Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name Mittul Kalawadia R Sivakumar
Total AUM ₹45730 Cr ₹9709 Cr
Funds Managed 5 10
ICICI Prudential Equity & Debt Fund - Growth Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 28.36 26.15
Large Cap 64.81 53.07
Small Cap 4 12.25
Mid Cap 2.84 8.54

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.88 23.83
Communication Services 4.64 4.09
Basic Materials 2.53 4.63
Energy 7.13 4.83
Industrials 5.43 6.59
Technology 3.23 8.94
Financial Services 21.96 24.99
Consumer Cyclical 11.05 8.5
Consumer Defensive 4.21 1.81
Real Estate 1.31 1.89
Healthcare 5.89 8.38
Utilities 5.74 1.52

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