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) | ₹44552 Cr | ₹1594 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 | -0.65% | -0.58% |
6 Month | 9.39% | 7.25% |
1 Year | 5.08% | 2.64% |
3 Year | 20.19% | 11.2% |
5 Year | 25.53% | 14.08% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.66% | 4.2% |
1 Year | 9.14% | 7.01% |
3 Year | 18.44% | 12.64% |
5 Year | 20.43% | 11.3% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.74% | 13.2% |
3 Year | 17.02% | 11.27% |
5 Year | 15.91% | 12.12% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.13% | 10.83% |
Sharp | 1.62% | 0.71% |
Beta | 0.98% | 1.13% |
Alpha | 6.19% | -2.80% |
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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 | 27.9 | 27.2 |
Large Cap | 64.65 | 51.02 |
Small Cap | 4.71 | 11.3 |
Mid Cap | 2.74 | 10.47 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.4 | 22.39 |
Basic Materials | 2.73 | 5.05 |
Energy | 7.04 | 5.27 |
Industrials | 6.56 | 8.45 |
Technology | 3.81 | 7.95 |
Communication Services | 2.78 | 4.39 |
Financial Services | 19.85 | 25.54 |
Consumer Cyclical | 12.91 | 8.32 |
Consumer Defensive | 4.83 | 1.75 |
Real Estate | 2.19 | 2.12 |
Healthcare | 6.1 | 7.09 |
Utilities | 5.8 | 1.67 |
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