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) | ₹44552 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 | 1.02% | 1.26% |
6 Month | 8.6% | 7.61% |
1 Year | 6.08% | 3.78% |
3 Year | 21.39% | 15.81% |
5 Year | 25.42% | 18.67% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 5.91% | 6.3% |
1 Year | 11.78% | 10.81% |
3 Year | 19.17% | 13.34% |
5 Year | 20.8% | 14.25% |
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 | 9.13% | 9.13% |
Sharp | 1.62% | 1.08% |
Beta | 0.98% | 0.96% |
Alpha | 6.19% | 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 | 27.9 | 32.94 |
Large Cap | 64.65 | 48.81 |
Small Cap | 4.71 | 16.3 |
Mid Cap | 2.74 | 1.95 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 25.4 | 31.9 |
Basic Materials | 2.73 | 0.52 |
Energy | 7.04 | 6.39 |
Industrials | 6.56 | 9.14 |
Technology | 3.81 | 8.64 |
Communication Services | 2.78 | 4.92 |
Financial Services | 19.85 | 24.45 |
Consumer Cyclical | 12.91 | 3.3 |
Consumer Defensive | 4.83 | 6.13 |
Real Estate | 2.19 | 0.83 |
Healthcare | 6.1 | 3.58 |
Utilities | 5.8 | 0.22 |
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