ICICI Prudential Equity & Debt Fund vs UTI Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹37029 Cr ₹5852 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Nov 1999 20 Mar 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% 27%
Expense Ratio 1.6 1.9
Manager Mittul Kalawadia V Srivatsa
ISIN Code INF109K01480 INF789F01323
Exits Load Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -4.6% -3.99%
6 Month 5% 8.71%
1 Year 26.02% 26.16%
3 Year 17.9% 14.92%
5 Year 21.36% 18.46%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 7.24% -
1 Year 17.39% 20.94%
3 Year 23.05% 21.82%
5 Year 24.75% 21.39%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 14.91% 13.58%
3 Year 16.62% 12.27%
5 Year 15.68% 11.6%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.13% 9.01%
Sharp 1.26% 0.93%
Beta 0.93% 1.04%
Alpha 8.88% 5.57%

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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Mittul Kalawadia V Srivatsa
Total AUM ₹45730 Cr ₹7921 Cr
Fund Manage 5 3
ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.8 31.49
Large Cap 59.28 42.71
Small Cap 5.24 9.04
Mid Cap 4.67 16.75

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.8 2.96
Telecom - Services 4.54 -
Petroleum Products 3.21 -
Electrical Equipment 0.64 -
IT - Software 2.86 -
IT - Services 0.06 -
Construction 3.1 4.06
Finance 1.7 -
Ferrous Metals 0.48 -
Consumer Durables 0.28 -
Retailing 2.06 -
Diversified FMCG 1.25 -
Banks 15.13 -
Non - Ferrous Metals 0.52 -
Realty 1.3 -
Pharmaceuticals & Biotechnology 6 -
Cement & Cement Products 0.61 -
Units of Infrastructure Investment Trusts 0.57 -
Automobiles 8.17 -
Transport Services 0.66 -
Leisure Services 1.21 -
Auto Components 1.79 -
Textiles & Apparels 0.04 -
Insurance 1.87 0.45
Entertainment 0.2 -
Media 0.02 -
Oil 2.74 -
Food Products 0.4 -
Industrial Products 0.36 -
Capital Markets 0.16 -
Consumable Fuels 0.21 -
Fertilizers & Agrochemicals 0.12 -
Power 6.93 -
Sovereign - 16.5
Financial - 31.85
Automobile - 5.86
Communication - 2.94
Energy - 8.39
Technology - 5.79
Materials - 0.62
Healthcare - 5.24
Metals & Mining - 2.71
Consumer Staples - 4.83
Chemicals - 1.37
Textiles - 1.9
Consumer Discretionary - 0.71
Services - 3.35
Capital Goods - 0.46

Top Comparisons

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns16.84%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns19.66%

Compare Now

DSP Regular Savings Fund- Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

3Y Returns8.49%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns5.11%

Compare Now

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns8.04%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.75%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.46%

VS

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns6.56%

Compare Now
Request call back
Add to Cart Successfully