HDFC Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹39886 Cr | ₹23354 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 03 Nov 1999 | 06 Apr 2005 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 31% | 15.22% |
Expense Ratio | 0.39 | 1.68 |
Manager | Mittul Kalawadia | Dhruv Muchhal |
ISIN Code | INF109K01480 | INF179K01AS4 |
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 | HDFC Hybrid Equity 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 | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Month | 3.39% | 3.05% |
6 Month | 0.03% | -0.52% |
1 Year | 12.22% | 10.1% |
3 Year | 18.02% | 12.57% |
5 Year | 27.28% | 20.74% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 4.1% | 1.87% |
1 Year | 6.79% | 2.09% |
3 Year | 19.75% | 12.2% |
5 Year | 21.89% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 14.94% | 10.65% |
3 Year | 16.92% | 11.72% |
5 Year | 15.82% | 11.49% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.13% | 9.334% |
Sharp | 0.96% | 0.486% |
Beta | 0.99% | 0.949% |
Alpha | 6.65% | 0.562% |
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Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Name | Mittul Kalawadia | Dhruv Muchhal |
Total AUM | ₹45730 Cr | ₹520687 Cr |
Funds Managed | 5 | 40 |
ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 28.36 | 33.28 |
Large Cap | 64.81 | 48.42 |
Small Cap | 4 | 15.63 |
Mid Cap | 2.84 | 2.67 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 26.88 | 32.45 |
Communication Services | 4.64 | 4.26 |
Basic Materials | 2.53 | 0.58 |
Energy | 7.13 | 5.71 |
Industrials | 5.43 | 9.19 |
Technology | 3.23 | 8.82 |
Financial Services | 21.96 | 22.61 |
Consumer Cyclical | 11.05 | 3.29 |
Consumer Defensive | 4.21 | 6.79 |
Real Estate | 1.31 | 0.83 |
Healthcare | 5.89 | 4.18 |
Utilities | 5.74 | 1.29 |
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