DSP Equity & Bond Fund vs ICICI Prudential Equity & Debt Fund compare

DSP Equity & Bond Fund vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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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	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹46392 Cr	₹11565 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	27 May 1999
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	31%	48%
Expense Ratio	1.57	1.72
Manager	Mittul Kalawadia	Kedar Karnik
ISIN Code	INF109K01480	INF740K01318
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	DSP Aggressive Hybrid Fund - Regular Plan - 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	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	2.01%	1.46%
6 Month	7%	2.85%
1 Year	9.36%	4.71%
3 Year	19.14%	15.88%
5 Year	26.5%	16.84%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.86%	-0.13%
1 Year	12.18%	5.45%
3 Year	16.3%	13.25%
5 Year	18.3%	13.05%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	14.49%	13.29%
3 Year	17.26%	14.42%
5 Year	16.08%	14.48%

Risk Management

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.97%	9.26%
Sharp	1.29%	0.94%
Beta	0.97%	0.99%
Alpha	5.50%	2.57%

Fund Managers

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Name	Mittul Kalawadia	Kedar Karnik
Total AUM	₹45730 Cr	₹32997 Cr
Funds Managed	5	11
	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	28.59	33.7
Large Cap	63.26	50.24
Small Cap	5.16	8.59
Mid Cap	2.99	7.47

Sector Allocation

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.67	30.62
Energy	7.56	1.09
Technology	5.47	5.2
Communication Services	2.98	1.22
Industrials	5.56	0.79
Financial Services	19.05	30.28
Basic Materials	1.86	2.87
Consumer Cyclical	11.67	9.07
Consumer Defensive	4.89	5.25
Real Estate	2.82	-
Healthcare	6.43	9.31
Utilities	6.04	4.3

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