Kotak Equity Hybrid vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Kotak Equity Hybrid - Growth
Chart Comparison
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% |
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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 |
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