ICICI Prudential Equity & Debt Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹37029 Cr ₹3917 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Nov 1999 08 Oct 1995
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% 4.76%
Expense Ratio 1.6 1.93
Manager Mittul Kalawadia Murthy Nagarajan
ISIN Code INF109K01480 INF277K01303
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 more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 3.15% 2.89%
6 Month 16.38% 15.57%
1 Year 34.48% 25.59%
3 Year 22.5% 13.8%
5 Year 24.5% 17.16%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 15.69% 11.33%
3 Year 42.32% 26.53%
5 Year 87.72% 51.49%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 24.25% 16.58%
3 Year 65.38% 41.09%
5 Year 91.65% 56.19%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.13% 9.21%
Sharp 1.63% 0.77%
Beta 0.92% 1.02%
Alpha 10.82% 2.37%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Mittul Kalawadia Murthy Nagarajan
Total AUM ₹45730 Cr ₹18015 Cr
Fund Manage 5 11
ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 28.09 25.51
Large Cap 62.55 55.94
Small Cap 4.45 7.29
Mid Cap 4.85 11.26

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 1.63 5.93
Financial 26.75 29.11
Metals & Mining 1.69 0.68
Energy 14.95 10.78
Automobile 8.98 3.13
Sovereign 11.23 6.07
Communication 6.63 5.94
Capital Goods 1.9 2.65
Technology 4.06 6.06
Construction 5.4 7.14
Materials 1.41 3.08
Consumer Staples 2.73 6.55
Insurance 1.67 0.13
Healthcare 6.18 2.96
Services 3.95 5.79
Consumer Discretionary 0.23 -
Chemicals 0.4 4
Textiles 0.15 -

Top Comparisons

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns5.53%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.08%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns23.28%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns31.96%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.65%

VS

Axis Equity Saver Fund - Regular Plan - Growth Axis Equity Saver Fund - Regular Plan - Growth

3Y Returns9.09%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns5.14%

VS

DSP Bond Fund - Growth DSP Bond Fund - Growth

3Y Returns5.47%

Compare Now
Request call back
Add to Cart Successfully