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) | ₹37029 Cr | ₹3917 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Nov 1999 | 08 Oct 1995 |
| 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% | 4.76% |
| Expense Ratio | 1.6 | 1.93 |
| Manager | Mittul Kalawadia | Murthy Nagarajan |
| ISIN Code | INF109K01480 | INF277K01303 |
| 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 more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.31% | -3.91% |
| 6 Month | 7.98% | 8.05% |
| 1 Year | 34.03% | 27.59% |
| 3 Year | 19.55% | 12.3% |
| 5 Year | 22.23% | 14.84% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.24% | - |
| 1 Year | 16.52% | 11.33% |
| 3 Year | 46.65% | 26.53% |
| 5 Year | 93.92% | 51.49% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.9% | 11.58% |
| 3 Year | 16.65% | 13.79% |
| 5 Year | 15.68% | 13.81% |
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.13% | 9.21% |
| Sharp | 1.54% | 0.76% |
| Beta | 0.1% | 0.16% |
| Alpha | 12.72% | 5.4% |
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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 | 28.09 | 25.51 |
| Large Cap | 62.55 | 55.94 |
| Small Cap | 4.45 | 7.29 |
| Mid Cap | 4.85 | 11.26 |
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.63 | 5.93 |
| Financial | 26.75 | 29.11 |
| Metals & Mining | 1.69 | 0.68 |
| Energy | 14.95 | 10.78 |
| Automobile | 8.98 | 3.13 |
| Sovereign | 11.23 | 6.07 |
| Communication | 6.63 | 5.94 |
| Capital Goods | 1.9 | 2.65 |
| Technology | 4.06 | 6.06 |
| Construction | 5.4 | 7.14 |
| Materials | 1.41 | 3.08 |
| Consumer Staples | 2.73 | 6.55 |
| Insurance | 1.67 | 0.13 |
| Healthcare | 6.18 | 2.96 |
| Services | 3.95 | 5.79 |
| Consumer Discretionary | 0.23 | - |
| Chemicals | 0.4 | 4 |
| Textiles | 0.15 | - |
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