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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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

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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 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) ₹39886 Cr ₹5436 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 0.39 1.86
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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month 6.04% 5.96%
6 Month -6.03% -7.85%
1 Year 9.45% 7.31%
3 Year 17.84% 11.2%
5 Year 28.43% 19.53%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month 0.95% -2.47%
1 Year 2.07% -3.16%
3 Year 18.7% 12.16%
5 Year 21.66% 13.44%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year 14.94% 12%
3 Year 16.92% 13.77%
5 Year 15.82% 12.8%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation 9.13% 9.872%
Sharp 0.97% 0.485%
Beta 0.97% 1.028%
Alpha 6.23% -0.506%

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Fund Managers

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
Funds Managed 5 14
ICICI Prudential Equity & Debt Fund - Growth Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

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

Others 26.42 31.87
Large Cap 65.81 48.5
Small Cap 4.43 7.53
Mid Cap 3.34 12.09

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

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

Others 24.49 30.54
Communication Services 5.12 3.47
Basic Materials 2.93 3.29
Energy 7.05 5.35
Industrials 5.67 6.62
Technology 3.56 7.95
Financial Services 21.37 17.97
Consumer Cyclical 12 12.74
Consumer Defensive 4.51 4.27
Real Estate 1.29 -
Healthcare 5.98 5.72
Utilities 6.03 2.08

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