Axis Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49223 Cr | ₹1575 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Nov 1999 | 09 Aug 2018 |
| 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% | 0.0% |
| Expense Ratio | 1.57 | 2.16 |
| Manager | Mittul Kalawadia | R Sivakumar |
| ISIN Code | INF109K01480 | INF846K01E90 |
| 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 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.66% | -1.04% |
| 6 Month | 3.85% | 1.31% |
| 1 Year | 12.55% | 5.66% |
| 3 Year | 19.62% | 11.57% |
| 5 Year | 21.99% | 10.35% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.41% | 1.64% |
| 1 Year | 13.34% | 9.1% |
| 3 Year | 16.3% | 10.76% |
| 5 Year | 18.11% | 9.92% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.4% | 11.29% |
| 3 Year | 18.34% | 11.23% |
| 5 Year | 16.24% | 12.45% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.13% | 9.90% |
| Sharp | 1.34% | 0.43% |
| Beta | 1.02% | 1.12% |
| Alpha | 6.27% | -2.07% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Mittul Kalawadia | R Sivakumar |
| Total AUM | ₹45730 Cr | ₹9709 Cr |
| Funds Managed | 5 | 10 |
| ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.3 | 28.63 |
| Large Cap | 63.2 | 54.34 |
| Small Cap | 5.77 | 8.81 |
| Mid Cap | 3.73 | 8.22 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.33 | 23.89 |
| Communication Services | 2.23 | 3.3 |
| Energy | 8.18 | 6.36 |
| Technology | 6.03 | 8.95 |
| Industrials | 5.98 | 8.95 |
| Consumer Defensive | 5.8 | 2.59 |
| Financial Services | 19.31 | 24.48 |
| Basic Materials | 2.53 | 2.71 |
| Consumer Cyclical | 11.35 | 7.91 |
| Healthcare | 7.17 | 6.93 |
| Real Estate | 2.74 | 1.91 |
| Utilities | 5.35 | 2.01 |
Top Comparisons
Tata Overnight Fund-Regular Plan-Growth
3Y Returns6.3%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.3%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.17%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.14%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.64%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.62%
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.18%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.18%