HSBC Aggressive Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹45168 Cr | ₹5513 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 1999 | 07 Feb 2011 |
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% | 75% |
Expense Ratio | 1.57 | 1.85 |
Manager | Mittul Kalawadia | Gautam Bhupal |
ISIN Code | INF109K01480 | INF917K01LB0 |
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 | HSBC Aggressive Hybrid 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 | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 3.31% | 3.59% |
6 Month | 13.77% | 22.12% |
1 Year | 5.33% | 2.74% |
3 Year | 19.96% | 16.25% |
5 Year | 25.51% | 16.31% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 4.13% | 6.5% |
1 Year | 14.88% | 15.62% |
3 Year | 18.37% | 15.86% |
5 Year | 19.76% | 14.21% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 14.64% | 11.35% |
3 Year | 17.15% | 13.32% |
5 Year | 16.02% | 12.71% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.13% | 12.27% |
Sharp | 1.31% | 0.65% |
Beta | 0.09% | 1.18% |
Alpha | 11.61% | 2.06% |
Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Mittul Kalawadia | Gautam Bhupal |
Total AUM | ₹45730 Cr | ₹25949 Cr |
Funds Managed | 5 | 13 |
ICICI Prudential Equity & Debt Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 28.79 | 25.91 |
Large Cap | 63.62 | 40.98 |
Small Cap | 4.89 | 12.96 |
Mid Cap | 2.7 | 20.16 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 25.91 | 24.87 |
Energy | 7.74 | 0.15 |
Industrials | 6.04 | 20.28 |
Technology | 4.91 | 6.35 |
Communication Services | 2.99 | 1.08 |
Financial Services | 18.94 | 20.12 |
Consumer Cyclical | 11.62 | 17.4 |
Basic Materials | 2.01 | 0.19 |
Consumer Defensive | 5.31 | 3.25 |
Real Estate | 2.53 | 0.23 |
Healthcare | 6.16 | 3.78 |
Utilities | 5.85 | 2.31 |
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