Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Invest NowSundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Invest NowChart Comparison
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 | -4.31% | 1.69% |
6 Month | 7.98% | 14.99% |
1 Year | 34.03% | 30.17% |
3 Year | 19.55% | 14.44% |
5 Year | 22.23% | 16.95% |
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 | 16.52% | 11.55% |
3 Year | 46.65% | 26.08% |
5 Year | 93.92% | 51.21% |
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Year | 14.9% | 11.88% |
3 Year | 16.65% | 13.85% |
5 Year | 15.68% | 12.69% |
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 | 1.54% | 0.89% |
Beta | 0.1% | 0.99% |
Alpha | 12.72% | 1.87% |
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Get Free Experts GuidanceScheme 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 | 28.09 | 26.44 |
Large Cap | 62.55 | 49.08 |
Small Cap | 4.45 | 8.35 |
Mid Cap | 4.85 | 16.09 |
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 1.63 | 26.8 |
Financial | 26.75 | - |
Metals & Mining | 1.69 | - |
Energy | 14.95 | - |
Automobile | 8.98 | - |
Sovereign | 11.23 | - |
Communication | 6.63 | - |
Capital Goods | 1.9 | - |
Technology | 4.06 | - |
Construction | 5.4 | 1.87 |
Materials | 1.41 | - |
Consumer Staples | 2.73 | - |
Insurance | 1.67 | 1.6 |
Healthcare | 6.18 | - |
Services | 3.95 | - |
Consumer Discretionary | 0.23 | - |
Chemicals | 0.4 | - |
Textiles | 0.15 | - |
Petroleum Products | - | 5.72 |
IT - Software | - | 5.81 |
Auto Components | - | 5.58 |
Pharmaceuticals & Biotechnology | - | 5.32 |
Banks | - | 13.51 |
Cement & Cement Products | - | 1.89 |
Leisure Services | - | 2.24 |
Healthcare Services | - | 0.57 |
Ferrous Metals | - | 0.48 |
Automobiles | - | 4.05 |
Gas | - | 0.61 |
Industrial Products | - | 2.66 |
Transport Services | - | 0.52 |
Finance | - | 2.82 |
Diversified FMCG | - | 0.68 |
Fertilizers & Agrochemicals | - | 1.06 |
Agricultural Food & other Products | - | 1.41 |
Beverages | - | 2.68 |
Consumer Durables | - | 5.16 |
Telecom - Services | - | 3.1 |
Food Products | - | 0.46 |
Consumable Fuels | - | 0.21 |
Capital Markets | - | 1 |
Power | - | 1.49 |
Retailing | - | 0.66 |
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