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)	₹37029 Cr	₹4975 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Nov 1999	01 Jan 2013
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	31%	62%
Expense Ratio	1.6	1.85
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
Exits Load	Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days/365	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-4.98%	-2.69%
6 Month	6.11%	10.41%
1 Year	27.33%	25.4%
3 Year	17.31%	10.71%
5 Year	21.81%	15.56%

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	17.39%	16.71%
3 Year	23.05%	16.96%
5 Year	24.75%	16.94%

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	1.26%	0.89%
Beta	0.93%	0.99%
Alpha	8.88%	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	28.09	26.44
Large Cap	62.55	49.08
Small Cap	4.45	8.35
Mid Cap	4.85	16.09

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	1.63	26.8
Financial	26.75	-
Metals & Mining	1.69	-
Energy	14.95	-
Automobile	8.98	-
Sovereign	11.23	-
Communication	6.63	-
Capital Goods	1.9	-
Technology	4.06	-
Construction	5.4	1.87
Materials	1.41	-
Consumer Staples	2.73	-
Insurance	1.67	1.6
Healthcare	6.18	-
Services	3.95	-
Consumer Discretionary	0.23	-
Chemicals	0.4	-
Textiles	0.15	-
Petroleum Products	-	5.72
IT - Software	-	5.81
Auto Components	-	5.58
Pharmaceuticals & Biotechnology	-	5.32
Banks	-	13.51
Cement & Cement Products	-	1.89
Leisure Services	-	2.24
Healthcare Services	-	0.57
Ferrous Metals	-	0.48
Automobiles	-	4.05
Gas	-	0.61
Industrial Products	-	2.66
Transport Services	-	0.52
Finance	-	2.82
Diversified FMCG	-	0.68
Fertilizers & Agrochemicals	-	1.06
Agricultural Food & other Products	-	1.41
Beverages	-	2.68
Consumer Durables	-	5.16
Telecom - Services	-	3.1
Food Products	-	0.46
Consumable Fuels	-	0.21
Capital Markets	-	1
Power	-	1.49
Retailing	-	0.66