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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID 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 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) ₹43159 Cr ₹704 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 2.43% 1.66%
6 Month 6.71% -0.16%
1 Year 8.96% 5.71%
3 Year 22.6% 20.25%
5 Year 25.75% 17.71%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 7.22% 6.93%
1 Year 13.22% 9.5%
3 Year 19.77% 18.37%
5 Year 21.23% 16.21%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 14.74% 12.22%
3 Year 17.02% 13.76%
5 Year 15.91% 13.68%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 9.13% 10.87%
Sharp 1.33% 1.20%
Beta 1% 1.09%
Alpha 5.8% 2.82%

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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 27.19 37.56
Mid Cap 2.26 14.06
Large Cap 65.55 38.98
Small Cap 5.07 9.39

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 25.15 35.01
Fertilizers & Agrochemicals 0.12 -
Petroleum Products 3.5 -
Electrical Equipment 0.36 -
IT - Software 3.31 -
IT - Services 0.06 -
Construction 3.4 -
Finance 0.66 -
Consumer Durables 0.11 -
Retailing 4.19 -
Diversified FMCG 0.95 -
Banks 18.4 -
Non - Ferrous Metals 0.49 -
Realty 2.13 -
Pharmaceuticals & Biotechnology 5.73 -
Cement & Cement Products 1.7 -
Automobiles 9.02 -
Transport Services 1.44 -
Ferrous Metals 0.31 -
Leisure Services 1.39 -
Auto Components 1.98 -
Power 5.3 -
Commercial Services & Supplies 0.18 -
Textiles & Apparels 0.04 -
Chemicals & Petrochemicals 0.03 -
Insurance 2.18 -
Entertainment 0.12 -
Media 0.01 -
Diversified Metals 0.24 -
Oil 2.5 -
Food Products 0.67 -
Industrial Products 0.96 -
Telecom - Services 3.09 -
Consumable Fuels 0.35 -
Communication Services - 2.77
Technology - 7.24
Healthcare - 3.71
Consumer Cyclical - 11.8
Utilities - 2.61
Real Estate - 2.44
Financial Services - 18.8
Basic Materials - 3.68
Industrials - 10.01
Consumer Defensive - 1.93

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