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ICICI Prudential Equity & Debt Fund vs HDFC Hybrid Equity 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) ₹39886 Cr ₹23354 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 0.39 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 4.48% 5.02%
6 Month 6.97% 5.16%
1 Year 12.73% 10.6%
3 Year 21.68% 16.37%
5 Year 27.85% 21.43%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
6 Month 6.83% 5.73%
1 Year 11.82% 8.77%
3 Year 20.81% 13.97%
5 Year 22.09% 14.87%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
1 Year 14.94% 10.65%
3 Year 16.92% 11.72%
5 Year 15.82% 11.49%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation 9.13% 9.334%
Sharp 1.19% 0.486%
Beta 1.01% 0.949%
Alpha 5.99% 0.562%

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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 29.34 33.28
Mid Cap 2.45 2.67
Large Cap 65.51 48.42
Small Cap 4.13 15.63

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

HDFC Hybrid Equity Fund - Growth Plan

Others 27.29 32.45
Fertilizers & Agrochemicals 0.14 -
Petroleum Products 3.59 -
Electrical Equipment 0.4 -
IT - Software 2.72 -
IT - Services 0.06 -
Construction 3.27 -
Finance 0.55 -
Ferrous Metals 0.67 -
Consumer Durables 0.12 -
Retailing 4.09 -
Diversified FMCG 0.75 -
Banks 18.51 -
Non - Ferrous Metals 0.56 -
Realty 1.97 -
Pharmaceuticals & Biotechnology 5.72 -
Cement & Cement Products 1.85 -
Automobiles 8.34 -
Transport Services 1.15 -
Leisure Services 1.04 -
Auto Components 1.62 -
Power 6.02 -
Commercial Services & Supplies 0.16 -
Textiles & Apparels 0.04 -
Insurance 2.61 -
Entertainment 0.11 -
Media 0.01 -
Diversified Metals 0.03 -
Oil 2.65 -
Food Products 0.61 -
Industrial Products 0.65 -
Telecom - Services 3.76 -
Consumable Fuels 0.37 -
Energy - 5.71
Technology - 8.82
Consumer Defensive - 6.79
Industrials - 9.19
Financial Services - 22.61
Healthcare - 4.18
Real Estate - 0.83
Consumer Cyclical - 3.29
Basic Materials - 0.58
Communication Services - 4.26
Utilities - 1.29

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