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ICICI Prudential Equity & Debt Fund vs Kotak Equity Hybrid compare

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Aggressive Hybrid Fund - Growth
1 Month -0.65% -0.48%
6 Month 9.39% 7.93%
1 Year 5.08% 2.37%
3 Year 20.19% 16.33%
5 Year 25.53% 20.35%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Aggressive Hybrid Fund - Growth
6 Month 3.66% 6.6%
1 Year 9.14% 9.39%
3 Year 18.44% 16.08%
5 Year 20.43% 16%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Kotak Aggressive Hybrid Fund - Growth
Standard Deviation 9.13% 10.76%
Sharp 1.62% 1.06%
Beta 0.98% 1.08%
Alpha 6.19% 1.34%

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Fund Managers

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

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Kotak Aggressive Hybrid Fund - Growth

Others 27.9 27.82
Large Cap 64.65 41.48
Small Cap 4.71 8.35
Mid Cap 2.74 22.35

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Kotak Aggressive Hybrid Fund - Growth

Others 25.4 24.38
Basic Materials 2.73 7.73
Energy 7.04 2.57
Industrials 6.56 11.89
Technology 3.81 10.82
Communication Services 2.78 4.66
Financial Services 19.85 15.88
Consumer Cyclical 12.91 7.69
Consumer Defensive 4.83 3.73
Real Estate 2.19 1.51
Healthcare 6.1 6.85
Utilities 5.8 2.3

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