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ICICI Prudential Equity & Debt Fund vs Kotak Equity Hybrid compare
ICICI Prudential Equity & Debt Fund - Growth
Kotak Equity Hybrid - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹39886 Cr | ₹6606 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Nov 1999 | 03 Nov 2014 |
| 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% | 38.8% |
| Expense Ratio | 0.39 | 1.77 |
| Manager | Mittul Kalawadia | Harsha Upadhyaya |
| ISIN Code | INF109K01480 | INF174K01E92 |
| 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 | Kotak Equity 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 | Kotak Equity Hybrid - Growth |
|---|---|---|
| 1 Month | 6.04% | 6.2% |
| 6 Month | -6.03% | -9.79% |
| 1 Year | 9.45% | 10.01% |
| 3 Year | 17.82% | 13.3% |
| 5 Year | 28.43% | 22.99% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| 6 Month | 1.2% | -3.5% |
| 1 Year | 2.86% | -5.16% |
| 3 Year | 18.82% | 13.19% |
| 5 Year | 21.7% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| 1 Year | 14.94% | 12.18% |
| 3 Year | 16.92% | 13.43% |
| 5 Year | 15.82% | 12.72% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Standard Deviation | 9.13% | 10.787% |
| Sharp | 0.97% | 0.49% |
| Beta | 0.97% | 1.055% |
| Alpha | 6.23% | 0.867% |
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Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Name | Mittul Kalawadia | Harsha Upadhyaya |
| Total AUM | ₹45730 Cr | ₹139411 Cr |
| Funds Managed | 5 | 11 |
| ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Equity Hybrid - Growth |
|---|---|---|
| Others | 26.42 | 30.4 |
| Large Cap | 65.81 | 39.15 |
| Small Cap | 4.43 | 8.75 |
| Mid Cap | 3.34 | 21.7 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Equity Hybrid - Growth |
|---|---|---|
| Others | 24.49 | 29.46 |
| Communication Services | 5.12 | 4.12 |
| Basic Materials | 2.93 | 9.31 |
| Energy | 7.05 | 2.5 |
| Industrials | 5.67 | 8.26 |
| Technology | 3.56 | 13.72 |
| Financial Services | 21.37 | 13.22 |
| Consumer Cyclical | 12 | 3.22 |
| Consumer Defensive | 4.51 | 4.53 |
| Real Estate | 1.29 | 1.37 |
| Healthcare | 5.98 | 6.91 |
| Utilities | 6.03 | 3.39 |
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