Tata 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month -5.37% -4.88%
6 Month 4.16% 4.49%
1 Year 25.01% 20.16%
3 Year 17.55% 11.09%
5 Year 21.14% 13.91%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 7.24% -
1 Year 17.39% 15.18%
3 Year 23.05% 16.38%
5 Year 24.75% 16.71%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.13% 9.21%
Sharp 1.26% 0.6%
Beta 0.93% 1.02%
Alpha 8.88% 2.24%

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Fund Managers

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

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 30.8 25.51
Large Cap 59.28 55.94
Small Cap 5.24 7.29
Mid Cap 4.67 11.26

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 30.8 5.93
Telecom - Services 4.54 -
Petroleum Products 3.21 -
Electrical Equipment 0.64 -
IT - Software 2.86 -
IT - Services 0.06 -
Construction 3.1 7.14
Finance 1.7 -
Ferrous Metals 0.48 -
Consumer Durables 0.28 -
Retailing 2.06 -
Diversified FMCG 1.25 -
Banks 15.13 -
Non - Ferrous Metals 0.52 -
Realty 1.3 -
Pharmaceuticals & Biotechnology 6 -
Cement & Cement Products 0.61 -
Units of Infrastructure Investment Trusts 0.57 -
Automobiles 8.17 -
Transport Services 0.66 -
Leisure Services 1.21 -
Auto Components 1.79 -
Textiles & Apparels 0.04 -
Insurance 1.87 0.13
Entertainment 0.2 -
Media 0.02 -
Oil 2.74 -
Food Products 0.4 -
Industrial Products 0.36 -
Capital Markets 0.16 -
Consumable Fuels 0.21 -
Fertilizers & Agrochemicals 0.12 -
Power 6.93 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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