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ICICI Prudential Equity & Debt Fund vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹39886 Cr ₹7313 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 03 Nov 1999 10 Feb 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 31% 85%
Expense Ratio 0.39 1.85
Manager Mittul Kalawadia Dhaval Joshi
ISIN Code INF109K01480 INF209K01BT5
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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 4.48% 5.94%
6 Month 6.97% 3.81%
1 Year 12.73% 10.69%
3 Year 21.68% 15.01%
5 Year 27.85% 19.79%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 6.83% 5.43%
1 Year 11.82% 6.6%
3 Year 20.81% 14.95%
5 Year 22.09% 13.92%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 14.94% 16.33%
3 Year 16.92% 16.28%
5 Year 15.82% 16.39%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 9.13% 9.21%
Sharp 1.19% 0.47%
Beta 1.01% 1.1%
Alpha 5.99% -1.49%

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Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Mittul Kalawadia Dhaval Joshi
Total AUM ₹45730 Cr ₹361932 Cr
Funds Managed 5 55
ICICI Prudential Equity & Debt Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 29.34 23.31
Mid Cap 2.45 9.42
Large Cap 65.51 57.59
Small Cap 4.13 9.57

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 27.29 20.45
Fertilizers & Agrochemicals 0.14 0.51
Petroleum Products 3.59 4.05
Electrical Equipment 0.4 1.63
IT - Software 2.72 7.27
IT - Services 0.06 0.54
Construction 3.27 3.06
Finance 0.55 4.63
Ferrous Metals 0.67 0.31
Consumer Durables 0.12 2.87
Retailing 4.09 2.44
Diversified FMCG 0.75 1.47
Banks 18.51 17.76
Non - Ferrous Metals 0.56 1.14
Realty 1.97 1.21
Pharmaceuticals & Biotechnology 5.72 4.55
Cement & Cement Products 1.85 2.3
Automobiles 8.34 4.2
Transport Services 1.15 0.59
Leisure Services 1.04 0.38
Auto Components 1.62 2.65
Power 6.02 1.09
Commercial Services & Supplies 0.16 -
Textiles & Apparels 0.04 0.22
Insurance 2.61 1.38
Entertainment 0.11 -
Media 0.01 -
Diversified Metals 0.03 0.47
Oil 2.65 -
Food Products 0.61 -
Industrial Products 0.65 0.22
Telecom - Services 3.76 3.06
Consumable Fuels 0.37 -
Industrial Manufacturing - 1.13
Healthcare Services - 1.16
Chemicals & Petrochemicals - 1.6
Personal Products - 0.85
Transport Infrastructure - 1.39
Agricultural Food & other Products - 0.91
Aerospace & Defense - 1.26
Beverages - 1.14

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