Tata Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹40203 Cr | ₹4137 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 1999 | 05 Jan 1996 |
| 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% | 4.76% |
| Expense Ratio | 1.58 | 1.92 |
| Manager | Mittul Kalawadia | Murthy Nagarajan |
| ISIN Code | INF109K01480 | INF277K01303 |
| 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 | Tata Hybrid Equity Fund - Regular Plan - 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 | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.25% | 0.71% |
| 6 Month | 1.94% | 2.14% |
| 1 Year | 18.02% | 14.42% |
| 3 Year | 19.33% | 12.87% |
| 5 Year | 21.1% | 14.01% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.24% | - |
| 1 Year | 8% | 8.09% |
| 3 Year | 20.61% | 14.79% |
| 5 Year | 23.4% | 15.86% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.91% | 11.52% |
| 3 Year | 16.62% | 13.77% |
| 5 Year | 15.68% | 13.84% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.13% | 9.21% |
| Sharp | 1.29% | 0.68% |
| Beta | 0.93% | 1.01% |
| Alpha | 8.44% | 2.33% |
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| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Mittul Kalawadia | Murthy Nagarajan |
| Total AUM | ₹45730 Cr | ₹18015 Cr |
| Fund Manage | 5 | 11 |
| ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 27.99 | 26.31 |
| Large Cap | 62.48 | 54.47 |
| Small Cap | 5.24 | 8.91 |
| Mid Cap | 4.5 | 10.31 |
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 27.99 | 26.31 |
| Telecom - Services | 4.4 | 5.72 |
| Petroleum Products | 3.08 | 5.67 |
| Electrical Equipment | 0.62 | - |
| IT - Software | 3.57 | 6.28 |
| IT - Services | 0.06 | - |
| Construction | 3.09 | 4.55 |
| Finance | 1.39 | 1.03 |
| Ferrous Metals | 0.46 | - |
| Consumer Durables | 0.25 | - |
| Retailing | 3.18 | 2.42 |
| Diversified FMCG | 1.28 | 3.42 |
| Banks | 15.94 | 16.8 |
| Non - Ferrous Metals | 0.48 | - |
| Units of Real Estate Investment Trust (REITs) | 1.36 | - |
| Pharmaceuticals & Biotechnology | 6.05 | 4.41 |
| Cement & Cement Products | 1.08 | 2.77 |
| Units of Infrastructure Investment Trusts | 0.68 | - |
| Automobiles | 8.02 | 2.11 |
| Transport Services | 0.82 | 0.48 |
| Leisure Services | 1.2 | - |
| Auto Components | 1.71 | 1.07 |
| Textiles & Apparels | 0.05 | - |
| FINANCE | 0.33 | - |
| Insurance | 1.97 | 0.87 |
| Entertainment | 0.2 | - |
| Media | 0.02 | - |
| Oil | 3.08 | - |
| Food Products | 0.37 | - |
| Industrial Products | 0.34 | 1.48 |
| Capital Markets | 0.18 | - |
| Consumable Fuels | 0.19 | - |
| Fertilizers & Agrochemicals | 0.11 | 2.42 |
| Power | 6.66 | 2.9 |
| Personal Products | - | 0.91 |
| Healthcare Services | - | 1.33 |
| Realty | - | 1.8 |
| Beverages | - | 2.45 |
| Gas | - | 0.94 |
| Transport Infrastructure | - | 1.86 |
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