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

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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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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 Risk	High Risk
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

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-0.36%	-2.56%
6 Month	-4.76%	-6.97%
1 Year	8.06%	5.36%
3 Year	16.91%	10.56%
5 Year	20.75%	13.38%

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	-0.61%	-4.84%
3 Year	17.45%	10.79%
5 Year	21.47%	13.13%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	15.05%	12%
3 Year	16.92%	13.77%
5 Year	15.78%	12.8%

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	1.02%	0.485%
Beta	0.97%	1.028%
Alpha	6.22%	-0.506%

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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