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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 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) ₹37029 Cr ₹24098 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Nov 1999 01 Apr 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 31% 15.22%
Expense Ratio 1.6 1.68
Manager Mittul Kalawadia Dhruv Muchhal
ISIN Code INF109K01480 INF179K01AS4
Exits Load Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days/365 Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Month -4.31% 0.39%
6 Month 7.98% 12.1%
1 Year 34.03% 23.5%
3 Year 19.55% 15.32%
5 Year 22.23% 17.35%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
6 Month 7.24% -
1 Year 16.52% 10.45%
3 Year 46.65% 27.07%
5 Year 93.92% 55.69%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Year 14.9% 10.44%
3 Year 16.65% 11.74%
5 Year 15.68% 11.41%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9.13% 8.51%
Sharp 1.54% 0.99%
Beta 0.1% 0.92%
Alpha 12.72% 2.76%

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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
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 28.09 29.92
Large Cap 62.55 49.31
Small Cap 4.45 17.11
Mid Cap 4.85 3.66

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 1.63 18.07
Financial 26.75 7.78
Metals & Mining 1.69 -
Energy 14.95 0.51
Automobile 8.98 -
Sovereign 11.23 -
Communication 6.63 -
Capital Goods 1.9 -
Technology 4.06 -
Construction 5.4 9.44
Materials 1.41 -
Consumer Staples 2.73 -
Insurance 1.67 -
Healthcare 6.18 -
Services 3.95 -
Consumer Discretionary 0.23 -
Chemicals 0.4 -
Textiles 0.15 -
Petroleum Products - 6.29
IT - Software - 5.76
Personal Products - 1.97
Banks - 23.78
Pharmaceuticals & Biotechnology - 2.93
Realty - 0.71
Power - 1.65
Paper, Forest & Jute Products - 0.17
Healthcare Services - 1.6
Finance - 0.56
Diversified FMCG - 3.77
Media - 0.1
Fertilizers & Agrochemicals - 0.46
Auto Components - 1.18
Transport Services - 0.29
Telecom - Services - 3.64
Industrial Manufacturing - 0.69
Industrial Products - 2.15
Textiles & Apparels - 0.8
Beverages - 1.39
Commercial Services & Supplies - 1.4
Leisure Services - 1.47
Unclassified - 1.44

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