- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Equity Hybrid 95 Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹44605 Cr | ₹7480 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Nov 1999 | 10 Feb 1995 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 31% | 85% |
| Expense Ratio | 1.57 | 1.86 |
| Manager | Mittul Kalawadia | Dhaval Joshi |
| ISIN Code | INF109K01480 | INF209K01BT5 |
| 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 | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.15% | -0.13% |
| 6 Month | 10.98% | 9.85% |
| 1 Year | 6.49% | 3.38% |
| 3 Year | 19.45% | 12.9% |
| 5 Year | 24.43% | 16.4% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.13% | 2.84% |
| 1 Year | 9.35% | 5.42% |
| 3 Year | 17.58% | 12.68% |
| 5 Year | 19.62% | 12.18% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.64% | 15.74% |
| 3 Year | 17.15% | 16.02% |
| 5 Year | 16.02% | 16.5% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.13% | 9.21% |
| Sharp | 1.42% | 0.8% |
| Beta | 0.12% | 0.09% |
| Alpha | 12.21% | 6.96% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Name | Mittul Kalawadia | Dhaval Joshi |
| Total AUM | ₹45730 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| ICICI Prudential Equity & Debt Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 25.58 | 28.57 |
| Large Cap | 66.62 | 54.64 |
| Small Cap | 4.8 | 8.29 |
| Mid Cap | 3 | 8.5 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 22.83 | 21.39 |
| Energy | 7.99 | 3.86 |
| Industrials | 6.24 | 8.86 |
| Technology | 4.54 | 7.16 |
| Communication Services | 2.66 | 2.97 |
| Financial Services | 20.33 | 24.83 |
| Consumer Cyclical | 12.75 | 11.16 |
| Basic Materials | 2.53 | 5.81 |
| Consumer Defensive | 5.41 | 4.77 |
| Real Estate | 2.41 | 1.53 |
| Healthcare | 6.23 | 6.12 |
| Utilities | 6.07 | 1.53 |
Top Comparisons
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.8%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns12.28%
ICICI Prudential MNC Fund - Growth Option
3Y Returns13.78%
HDFC MNC Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.27%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns8.04%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.64%
