ICICI Prudential Equity & Debt Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
ICICI Prudential Equity & Debt Fund - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49641 Cr | ₹828 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 1999 | 30 Jun 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 31% | 146% |
| Expense Ratio | 1.57 | 2.37 |
| Manager | Mittul Kalawadia | Krishna Venkat Cheemalapati |
| ISIN Code | INF109K01480 | INF205K011Q3 |
| 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 | Invesco India 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.65% | -2.85% |
| 6 Month | 3.62% | -2.11% |
| 1 Year | 13.65% | 4.36% |
| 3 Year | 18.88% | 15.81% |
| 5 Year | 21.18% | 12.48% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.84% | -3.55% |
| 1 Year | 3.94% | -3.04% |
| 3 Year | 13.24% | 9.31% |
| 5 Year | 16.27% | 11.37% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.32% | 11.14% |
| 3 Year | 18.38% | 14.31% |
| 5 Year | 16.27% | 14.59% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.13% | 9.53% |
| Sharp | 1.43% | 0.93% |
| Beta | 1.02% | 1.15% |
| Alpha | 6.32% | 2.63% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Mittul Kalawadia | Krishna Venkat Cheemalapati |
| Total AUM | ₹45730 Cr | ₹24743 Cr |
| Funds Managed | 5 | 19 |
| ICICI Prudential Equity & Debt Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 28.37 | 35.97 |
| Large Cap | 62.33 | 47.3 |
| Small Cap | 5.47 | 7.91 |
| Mid Cap | 3.83 | 8.82 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 24.47 | 29.55 |
| Communication Services | 2.21 | 0 |
| Energy | 8.31 | - |
| Technology | 5.2 | 10.53 |
| Industrials | 6.48 | 6.45 |
| Consumer Defensive | 5.58 | 7.79 |
| Financial Services | 18.61 | 22.19 |
| Basic Materials | 2.63 | 2.87 |
| Consumer Cyclical | 11.39 | 13.06 |
| Healthcare | 6.84 | 3.3 |
| Real Estate | 2.81 | 2.6 |
| Utilities | 5.46 | 1.66 |
Top Comparisons
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns11.38%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.11%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns20.85%
LIC MF Infrastructure Fund-Growth
3Y Returns26.68%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.53%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns9.66%
Bajaj Finserv Flexi Cap Fund Regular - Growth
3Y Returns0%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
3Y Returns18.52%