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

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ICICI Prudential Equity & Debt Fund - Growth

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹39886 Cr	₹3997 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	03 Nov 1999	05 Jan 1996
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%	4.76%
Expense Ratio	0.39	1.92
Manager	Mittul Kalawadia	Murthy Nagarajan
ISIN Code	INF109K01480	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-0.36%	-3.45%
6 Month	-4.76%	-8.56%
1 Year	8.06%	3.36%
3 Year	16.91%	10.4%
5 Year	20.75%	12.88%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	7.24%	-
1 Year	-0.73%	-5.57%
3 Year	17.24%	9.92%
5 Year	21.14%	12.72%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	15.05%	11.66%
3 Year	16.92%	13.65%
5 Year	15.78%	13.89%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.13%	9.21%
Sharp	1.02%	0.45%
Beta	0.97%	1.03%
Alpha	6.22%	0.66%

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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

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	27.99	26.31
Large Cap	62.48	54.47
Small Cap	5.24	8.91
Mid Cap	4.5	10.31

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	27.99	26.31
Telecom - Services	4.4	5.72
Petroleum Products	3.08	5.67
Electrical Equipment	0.62	-
IT - Software	3.57	6.28
IT - Services	0.06	-
Construction	3.09	4.55
Finance	1.39	1.03
Ferrous Metals	0.46	-
Consumer Durables	0.25	-
Retailing	3.18	2.42
Diversified FMCG	1.28	3.42
Banks	15.94	16.8
Non - Ferrous Metals	0.48	-
Units of Real Estate Investment Trust (REITs)	1.36	-
Pharmaceuticals & Biotechnology	6.05	4.41
Cement & Cement Products	1.08	2.77
Units of Infrastructure Investment Trusts	0.68	-
Automobiles	8.02	2.11
Transport Services	0.82	0.48
Leisure Services	1.2	-
Auto Components	1.71	1.07
Textiles & Apparels	0.05	-
FINANCE	0.33	-
Insurance	1.97	0.87
Entertainment	0.2	-
Media	0.02	-
Oil	3.08	-
Food Products	0.37	-
Industrial Products	0.34	1.48
Capital Markets	0.18	-
Consumable Fuels	0.19	-
Fertilizers & Agrochemicals	0.11	2.42
Power	6.66	2.9
Personal Products	-	0.91
Healthcare Services	-	1.33
Realty	-	1.8
Beverages	-	2.45
Gas	-	0.94
Transport Infrastructure	-	1.86