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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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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 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) ₹43159 Cr ₹24461 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 2.43% 2.05%
6 Month 6.71% 4.91%
1 Year 8.96% 5.88%
3 Year 22.6% 16.96%
5 Year 25.75% 19.27%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
6 Month 7.22% 7.54%
1 Year 13.22% 12.69%
3 Year 19.77% 13.96%
5 Year 21.23% 14.69%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Year 14.74% 10.36%
3 Year 17.02% 11.75%
5 Year 15.91% 11.6%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9.46% 9.13%
Sharp 1.52% 1.08%
Beta 0.95% 0.96%
Alpha 5.48% 0.90%

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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 27.19 33.15
Mid Cap 2.26 2.4
Large Cap 65.55 48.58
Small Cap 5.07 15.88

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 25.15 32.13
Fertilizers & Agrochemicals 0.12 -
Petroleum Products 3.5 -
Electrical Equipment 0.36 -
IT - Software 3.31 -
IT - Services 0.06 -
Construction 3.4 -
Finance 0.66 -
Consumer Durables 0.11 -
Retailing 4.19 -
Diversified FMCG 0.95 -
Banks 18.4 -
Non - Ferrous Metals 0.49 -
Realty 2.13 -
Pharmaceuticals & Biotechnology 5.73 -
Cement & Cement Products 1.7 -
Automobiles 9.02 -
Transport Services 1.44 -
Ferrous Metals 0.31 -
Leisure Services 1.39 -
Auto Components 1.98 -
Power 5.3 -
Commercial Services & Supplies 0.18 -
Textiles & Apparels 0.04 -
Chemicals & Petrochemicals 0.03 -
Insurance 2.18 -
Entertainment 0.12 -
Media 0.01 -
Diversified Metals 0.24 -
Oil 2.5 -
Food Products 0.67 -
Industrial Products 0.96 -
Telecom - Services 3.09 -
Consumable Fuels 0.35 -
Energy - 6.13
Technology - 8.29
Consumer Defensive - 6.37
Industrials - 9.01
Financial Services - 24.48
Healthcare - 4.03
Real Estate - 0.81
Utilities - 0.2
Consumer Cyclical - 3.42
Basic Materials - 0.5
Communication Services - 4.63

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