Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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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	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹39886 Cr	₹5436 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	14 Jan 2000
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%	62%
Expense Ratio	0.39	1.86
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
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	Sundaram Aggressive Hybrid Fund - 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	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	3.39%	2.96%
6 Month	0.03%	-2.86%
1 Year	12.22%	10.67%
3 Year	18.02%	12.43%
5 Year	27.28%	19.31%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	4.1%	1.41%
1 Year	6.79%	1.21%
3 Year	19.75%	13.1%
5 Year	21.89%	13.71%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	14.94%	12%
3 Year	16.92%	13.77%
5 Year	15.82%	12.8%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.13%	9.872%
Sharp	0.96%	0.485%
Beta	0.99%	1.028%
Alpha	6.65%	-0.506%

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Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Name	Mittul Kalawadia	Dwijendra Srivastava
Total AUM	₹45730 Cr	₹14140 Cr
Funds Managed	5	14
	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	28.36	31.87
Large Cap	64.81	48.5
Small Cap	4	7.53
Mid Cap	2.84	12.09

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	26.88	30.54
Communication Services	4.64	3.47
Basic Materials	2.53	3.29
Energy	7.13	5.35
Industrials	5.43	6.62
Technology	3.23	7.95
Financial Services	21.96	17.97
Consumer Cyclical	11.05	12.74
Consumer Defensive	4.21	4.27
Real Estate	1.31	-
Healthcare	5.89	5.72
Utilities	5.74	2.08