HDFC Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49223 Cr | ₹24704 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Nov 1999 | 06 Apr 2005 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 31% | 15.22% |
| Expense Ratio | 1.57 | 1.68 |
| Manager | Mittul Kalawadia | Dhruv Muchhal |
| ISIN Code | INF109K01480 | INF179K01AS4 |
| 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 | HDFC Hybrid Equity 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 | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Month | -0.29% | -0.29% |
| 6 Month | 4.43% | 0.19% |
| 1 Year | 12.92% | 5.53% |
| 3 Year | 19.41% | 12.02% |
| 5 Year | 21.87% | 13.92% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 6 Month | 2.41% | 1.31% |
| 1 Year | 13.34% | 7.93% |
| 3 Year | 16.3% | 9.88% |
| 5 Year | 18.11% | 11.5% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| 1 Year | 15.4% | 9.81% |
| 3 Year | 18.34% | 12.01% |
| 5 Year | 16.24% | 11.85% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 9.13% | 8.51% |
| Sharp | 1.34% | 0.7% |
| Beta | 1.02% | 1.2% |
| Alpha | 6.27% | -0.11% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Name | Mittul Kalawadia | Dhruv Muchhal |
| Total AUM | ₹45730 Cr | ₹520687 Cr |
| Funds Managed | 5 | 40 |
| ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 27.3 | 31.99 |
| Large Cap | 63.2 | 51.62 |
| Small Cap | 5.77 | 15.09 |
| Mid Cap | 3.73 | 1.3 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
|---|---|---|
| Others | 23.33 | 30.89 |
| Communication Services | 2.23 | 2.79 |
| Energy | 8.18 | 5.86 |
| Technology | 6.03 | 8.09 |
| Industrials | 5.98 | 8.68 |
| Consumer Defensive | 5.8 | 5.76 |
| Financial Services | 19.31 | 25.18 |
| Basic Materials | 2.53 | 1.19 |
| Consumer Cyclical | 11.35 | 6.23 |
| Healthcare | 7.17 | 4.23 |
| Real Estate | 2.74 | 0.88 |
| Utilities | 5.35 | 0.23 |
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