Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ICICI Prudential Equity & Debt Fund vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹45168 Cr ₹769 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 2.91% 1.81%
6 Month 13.07% 11.43%
1 Year 4.49% 0.32%
3 Year 19.12% 15.5%
5 Year 25.34% 16.22%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 4.13% 2.27%
1 Year 14.88% 6.63%
3 Year 18.37% 15.82%
5 Year 19.76% 14.65%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 14.64% 12.01%
3 Year 17.15% 13.91%
5 Year 16.02% 14.1%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 9.13% 10.61%
Sharp 1.31% 0.80%
Beta 0.09% 1.11%
Alpha 11.61% 2.94%

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 25.58 38.91
Large Cap 66.62 38.79
Small Cap 4.8 8.55
Mid Cap 3 13.74

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 22.66 34.85
Energy 7.99 -
Industrials 6.24 10.35
Technology 4.54 7.78
Communication Services 2.66 2.63
Financial Services 20.33 19.52
Consumer Cyclical 12.75 10.99
Basic Materials 2.53 3.74
Consumer Defensive 5.41 1.94
Real Estate 2.57 2.15
Healthcare 6.23 3.6
Utilities 6.07 2.44

Top Comparisons

Nippon India Money Market Fund-Growth Plan-Growth Option Nippon India Money Market Fund-Growth Plan-Growth Option

3Y Returns7.5%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.11%

Compare Now

HDFC Multi-Asset Active FOF - Growth HDFC Multi-Asset Active FOF - Growth

3Y Returns15.52%

VS

Motilal Oswal Asset Allocation FOF- C- Regular Growth Motilal Oswal Asset Allocation FOF- C- Regular Growth

3Y Returns13.08%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns20.35%

VS

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns14.87%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns15.51%

Compare Now
Add to Cart Successfully