ICICI Prudential Equity & Debt Fund vs Kotak Equity Hybrid compare

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ICICI Prudential Equity & Debt Fund - Growth

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Kotak Aggressive Hybrid Fund - 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	Kotak Aggressive Hybrid Fund - Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹44552 Cr	₹7808 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	03 Nov 2014
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%	38.8%
Expense Ratio	1.57	1.77
Manager	Mittul Kalawadia	Harsha Upadhyaya
ISIN Code	INF109K01480	INF174K01E92
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	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
1 Month	0.4%	0.51%
6 Month	9.04%	4.34%
1 Year	7.05%	4.19%
3 Year	21.72%	17.47%
5 Year	25.53%	20.68%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
6 Month	5.91%	7.84%
1 Year	11.78%	9.68%
3 Year	19.17%	16.08%
5 Year	20.8%	15.99%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
1 Year	14.74%	11.72%
3 Year	17.02%	13.31%
5 Year	15.91%	12.91%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Standard Deviation	9.46%	10.76%
Sharp	1.52%	1.06%
Beta	0.95%	1.08%
Alpha	5.48%	1.34%

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Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Name	Mittul Kalawadia	Harsha Upadhyaya
Total AUM	₹45730 Cr	₹139411 Cr
Funds Managed	5	11
	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Others	28.5	26.18
Large Cap	64.6	44.02
Small Cap	4.73	8.32
Mid Cap	2.17	21.48

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Others	26.06	24.88
Basic Materials	3.05	7.9
Energy	6.35	2.6
Industrials	6.21	10.83
Technology	3.31	10.62
Communication Services	3.28	4.53
Financial Services	20.99	16.18
Consumer Cyclical	13	7.42
Consumer Defensive	4.61	4.04
Real Estate	2.12	1.43
Healthcare	5.72	6.95
Utilities	5.3	2.62