ICICI Prudential Equity & Debt Fund vs HDFC Hybrid Equity 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 | -2.71% | -3.61% |
6 Month | -6.07% | -6.67% |
1 Year | 5.38% | 2.82% |
3 Year | 17.94% | 13.06% |
5 Year | 22.44% | 15.87% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | -4.25% | -5.43% |
1 Year | -4.66% | -7.39% |
3 Year | 16.12% | 9.16% |
5 Year | 20.31% | 12.88% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 15.05% | 10.65% |
3 Year | 16.92% | 11.72% |
5 Year | 15.78% | 11.49% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 9.13% | 8.962% |
Sharp | 0.97% | 0.592% |
Beta | 0.97% | 0.944% |
Alpha | 6.23% | 0.437% |
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 Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Name | Mittul Kalawadia | Dhruv Muchhal |
Total AUM | ₹45730 Cr | ₹520687 Cr |
Fund Manage | 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 | 26.422 | 33.27952 |
Large Cap | 65.81469 | 48.41603 |
Small Cap | 4.42689 | 15.63185 |
Mid Cap | 3.33641 | 2.67257 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 24.48963 | 32.44806 |
Communication Services | 5.1232 | 4.25929 |
Basic Materials | 2.93358 | 0.57611 |
Energy | 7.04715 | 5.70733 |
Industrials | 5.6729 | 9.18579 |
Technology | 3.55962 | 8.82123 |
Financial Services | 21.37227 | 22.61192 |
Consumer Cyclical | 12.0005 | 3.29404 |
Consumer Defensive | 4.50578 | 6.79019 |
Real Estate | 1.28656 | 0.83146 |
Healthcare | 5.98051 | 4.1829 |
Utilities | 6.02829 | 1.29165 |
Top Comparisons
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns8.02%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns6.8%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.09%
BANDHAN Corporate Bond Fund - Regular Growth
3Y Returns5.93%
Franklin India Smaller Companies Fund-Growth
3Y Returns22.31%
Tata Small Cap Fund Regular Growth
3Y Returns23.02%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.76%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns6.79%