Axis Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

Axis Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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Axis Aggressive Hybrid 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	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)	₹46392 Cr	₹1538 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	2.01%	2.9%
6 Month	7%	5.7%
1 Year	9.36%	4.59%
3 Year	19.14%	11.13%
5 Year	26.5%	13.33%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.86%	-0.06%
1 Year	12.18%	5.33%
3 Year	16.3%	9.86%
5 Year	18.3%	9.31%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	14.49%	12.34%
3 Year	17.26%	11.28%
5 Year	16.08%	12.46%

Risk Management

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.97%	9.91%
Sharp	1.29%	0.46%
Beta	0.97%	1.11%
Alpha	5.50%	-2.30%

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	28.59	28.22
Large Cap	63.26	51.82
Small Cap	5.16	9.16
Mid Cap	2.99	10.8

Sector Allocation

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.67	24.28
Energy	7.56	5.73
Technology	5.47	8.79
Communication Services	2.98	3.25
Industrials	5.56	8.83
Financial Services	19.05	24.68
Basic Materials	1.86	3.31
Consumer Cyclical	11.67	7.95
Consumer Defensive	4.89	2.34
Real Estate	2.82	1.97
Healthcare	6.43	6.84
Utilities	6.04	2.04

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