ICICI Prudential Equity & Debt Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

ICICI Prudential Equity & Debt Fund - Growth

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Overview

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹40203 Cr	₹5358 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	14 Jan 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	31%	62%
Expense Ratio	1.58	1.83
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
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	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-0.25%	1.34%
6 Month	1.94%	3.87%
1 Year	18.02%	17.16%
3 Year	19.33%	12.22%
5 Year	21.1%	15.23%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	7.24%	-
1 Year	14.86%	17.69%
3 Year	22.88%	18.1%
5 Year	24.57%	17.46%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	14.91%	11.87%
3 Year	16.62%	13.85%
5 Year	15.68%	12.7%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.13%	8.82%
Sharp	1.29%	0.89%
Beta	0.93%	0.99%
Alpha	8.44%	1.87%

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Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Name	Mittul Kalawadia	Dwijendra Srivastava
Total AUM	₹45730 Cr	₹14140 Cr
Fund Manage	5	14
	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	27.99	26.44
Large Cap	62.48	49.08
Small Cap	5.24	8.35
Mid Cap	4.5	16.09

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	27.99	26.8
Telecom - Services	4.4	3.1
Petroleum Products	3.08	5.72
Electrical Equipment	0.62	-
IT - Software	3.57	5.81
IT - Services	0.06	-
Construction	3.09	1.87
Finance	1.39	2.82
Ferrous Metals	0.46	0.48
Consumer Durables	0.25	5.16
Retailing	3.18	0.66
Diversified FMCG	1.28	0.68
Banks	15.94	13.51
Non - Ferrous Metals	0.48	-
Units of Real Estate Investment Trust (REITs)	1.36	-
Pharmaceuticals & Biotechnology	6.05	5.32
Cement & Cement Products	1.08	1.89
Units of Infrastructure Investment Trusts	0.68	-
Automobiles	8.02	4.05
Transport Services	0.82	0.52
Leisure Services	1.2	2.24
Auto Components	1.71	5.58
Textiles & Apparels	0.05	-
FINANCE	0.33	-
Insurance	1.97	1.6
Entertainment	0.2	-
Media	0.02	-
Oil	3.08	-
Food Products	0.37	0.46
Industrial Products	0.34	2.66
Capital Markets	0.18	1
Consumable Fuels	0.19	0.21
Fertilizers & Agrochemicals	0.11	1.06
Power	6.66	1.49
Healthcare Services	-	0.57
Gas	-	0.61
Agricultural Food & other Products	-	1.41
Beverages	-	2.68