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

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

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ICICI Prudential Equity & Debt Fund - Growth

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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)	₹48071 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	-0.6%	-0.82%
6 Month	5.07%	1.38%
1 Year	10.72%	3.49%
3 Year	18.73%	11.49%
5 Year	21.63%	14.12%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	2.97%	1.54%
1 Year	16.13%	10%
3 Year	17%	10.4%
5 Year	18.29%	11.65%

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%	8.28%
Sharp	1.34%	0.59%
Beta	1.02%	0.94%
Alpha	6.27%	-0.41%

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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