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