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

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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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)	₹37029 Cr	₹4975 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Nov 1999	01 Jan 2013
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%	62%
Expense Ratio	1.6	1.85
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
Exits Load	Exit load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days/365	For units in excess of 25% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-5.37%	-4.22%
6 Month	4.16%	6.97%
1 Year	25.01%	22.14%
3 Year	17.55%	10.53%
5 Year	21.14%	15.08%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	7.24%	-
1 Year	17.39%	16.71%
3 Year	23.05%	16.96%
5 Year	24.75%	16.94%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	14.91%	11.87%
3 Year	16.62%	13.85%
5 Year	15.68%	12.7%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.13%	8.82%
Sharp	1.26%	0.89%
Beta	0.93%	0.99%
Alpha	8.88%	1.87%

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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
Fund Manage	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	30.8	26.44
Large Cap	59.28	49.08
Small Cap	5.24	8.35
Mid Cap	4.67	16.09

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	30.8	26.8
Telecom - Services	4.54	3.1
Petroleum Products	3.21	5.72
Electrical Equipment	0.64	-
IT - Software	2.86	5.81
IT - Services	0.06	-
Construction	3.1	1.87
Finance	1.7	2.82
Ferrous Metals	0.48	0.48
Consumer Durables	0.28	5.16
Retailing	2.06	0.66
Diversified FMCG	1.25	0.68
Banks	15.13	13.51
Non - Ferrous Metals	0.52	-
Realty	1.3	-
Pharmaceuticals & Biotechnology	6	5.32
Cement & Cement Products	0.61	1.89
Units of Infrastructure Investment Trusts	0.57	-
Automobiles	8.17	4.05
Transport Services	0.66	0.52
Leisure Services	1.21	2.24
Auto Components	1.79	5.58
Textiles & Apparels	0.04	-
Insurance	1.87	1.6
Entertainment	0.2	-
Media	0.02	-
Oil	2.74	-
Food Products	0.4	0.46
Industrial Products	0.36	2.66
Capital Markets	0.16	1
Consumable Fuels	0.21	0.21
Fertilizers & Agrochemicals	0.12	1.06
Power	6.93	1.49
Healthcare Services	-	0.57
Gas	-	0.61
Agricultural Food & other Products	-	1.41
Beverages	-	2.68