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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon 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) ₹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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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