Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Hybrid vs ICICI Prudential Equity & Debt Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

tortoise-icon Kotak Equity Hybrid - 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 Kotak Equity Hybrid - Growth
Fund ICICI Prudential Equity & Debt Fund - Growth Kotak Equity Hybrid - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹39886 Cr ₹6606 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 1999 03 Nov 2014
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 31% 38.8%
Expense Ratio 0.39 1.77
Manager Mittul Kalawadia Harsha Upadhyaya
ISIN Code INF109K01480 INF174K01E92
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 Kotak Equity 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 Kotak Equity Hybrid - Growth
1 Month 2.83% 2.4%
6 Month 1.9% -2.83%
1 Year 11.56% 11.63%
3 Year 18.5% 13.98%
5 Year 27.57% 22.36%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Equity Hybrid - Growth
6 Month 4.1% -1.25%
1 Year 6.79% -4.03%
3 Year 19.75% 13.41%
5 Year 21.89% 15.16%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Equity Hybrid - Growth
1 Year 14.94% 12.18%
3 Year 16.92% 13.43%
5 Year 15.82% 12.72%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Equity Hybrid - Growth
Standard Deviation 9.13% 10.787%
Sharp 0.96% 0.49%
Beta 0.99% 1.055%
Alpha 6.65% 0.867%

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 Kotak Equity Hybrid - Growth
Name Mittul Kalawadia Harsha Upadhyaya
Total AUM ₹45730 Cr ₹139411 Cr
Funds Managed 5 11
ICICI Prudential Equity & Debt Fund - Growth Kotak Equity Hybrid - Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Kotak Equity Hybrid - Growth

Others 28.36 30.4
Large Cap 64.81 39.15
Small Cap 4 8.75
Mid Cap 2.84 21.7

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Kotak Equity Hybrid - Growth

Others 26.88 29.46
Communication Services 4.64 4.12
Basic Materials 2.53 9.31
Energy 7.13 2.5
Industrials 5.43 8.26
Technology 3.23 13.72
Financial Services 21.96 13.22
Consumer Cyclical 11.05 3.22
Consumer Defensive 4.21 4.53
Real Estate 1.31 1.37
Healthcare 5.89 6.91
Utilities 5.74 3.39

Top Comparisons

ICICI Prudential Manufacturing Fund - Growth Option ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns21.9%

VS

ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth

3Y Returns11.3%

Compare Now

BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth

3Y Returns7.24%

VS

HSBC Conservative Hybrid Fund - Regular Growth HSBC Conservative Hybrid Fund - Regular Growth

3Y Returns9.65%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns16.73%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns18.85%

Compare Now

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns6.65%

VS

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

3Y Returns10.47%

Compare Now
Add to Cart Successfully