ICICI Prudential Equity & Debt Fund vs HSBC Aggressive Hybrid Fund compare

ICICI Prudential Equity & Debt Fund vs HSBC Aggressive Hybrid Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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HSBC Aggressive Hybrid Fund - Regular 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	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)	₹48071 Cr	₹5650 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	-0.53%	-2.8%
6 Month	5.32%	2.74%
1 Year	10.34%	-3.18%
3 Year	18.83%	14.94%
5 Year	21.69%	12.89%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.97%	0.36%
1 Year	16.13%	13.82%
3 Year	17%	13.05%
5 Year	18.29%	12.7%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	15.41%	10.96%
3 Year	18.31%	13.56%
5 Year	16.21%	12.97%

Risk Management

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.13%	12.20%
Sharp	1.34%	0.70%
Beta	1.02%	1.22%
Alpha	6.27%	1.59%

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	27.3	29.89
Large Cap	63.2	39.77
Small Cap	5.77	16.08
Mid Cap	3.73	14.26

Sector Allocation

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	23.33	25.89
Communication Services	2.23	1.16
Energy	8.18	0.62
Technology	6.03	6.07
Industrials	5.98	16.6
Consumer Defensive	5.8	3.87
Financial Services	19.31	20.3
Basic Materials	2.53	-
Consumer Cyclical	11.35	17.82
Healthcare	7.17	6.73
Real Estate	2.74	-
Utilities	5.35	0.93

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