INVESCO INDIA AGGRESSIVE HYBRID FUND vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹39886 Cr | ₹596 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 1999 | 30 Jun 2018 |
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% | 146% |
Expense Ratio | 0.39 | 2.37 |
Manager | Mittul Kalawadia | Krishna Venkat Cheemalapati |
ISIN Code | INF109K01480 | INF205K011Q3 |
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 | Invesco India 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 6.07% | 5.34% |
6 Month | -0.51% | -5.69% |
1 Year | 11.48% | 12.58% |
3 Year | 17.59% | 14.6% |
5 Year | 26.37% | 18.12% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 4.1% | -0.53% |
1 Year | 6.79% | -0.57% |
3 Year | 19.75% | 16.93% |
5 Year | 21.89% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 14.94% | 12.34% |
3 Year | 16.92% | 13.64% |
5 Year | 15.82% | 13.46% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.13% | 11.275% |
Sharp | 0.96% | 0.598% |
Beta | 0.99% | 1.095% |
Alpha | 6.65% | 2.142% |
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Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Name | Mittul Kalawadia | Krishna Venkat Cheemalapati |
Total AUM | ₹45730 Cr | ₹24743 Cr |
Funds Managed | 5 | 19 |
ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 28.36 | 34.01 |
Large Cap | 64.81 | 33.49 |
Small Cap | 4 | 11.63 |
Mid Cap | 2.84 | 20.87 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 26.88 | 32.65 |
Communication Services | 4.64 | 2.05 |
Basic Materials | 2.53 | 5.51 |
Energy | 7.13 | - |
Industrials | 5.43 | 11.01 |
Technology | 3.23 | 9.64 |
Financial Services | 21.96 | 14.65 |
Consumer Cyclical | 11.05 | 12.6 |
Consumer Defensive | 4.21 | 1.63 |
Real Estate | 1.31 | 3.13 |
Healthcare | 5.89 | 3.95 |
Utilities | 5.74 | 3.2 |
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