ICICI Prudential Equity & Debt Fund vs Kotak Equity Hybrid compare
ICICI Prudential Equity & Debt Fund - Growth
Kotak Aggressive Hybrid Fund - Growth
Chart Comparison
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 | 0.4% | 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% |
SIP Return Analysis
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% |
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 | 9.46% | 10.76% |
Sharp | 1.52% | 1.06% |
Beta | 0.95% | 1.08% |
Alpha | 5.48% | 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 | 28.5 | 26.18 |
Large Cap | 64.6 | 44.02 |
Small Cap | 4.73 | 8.32 |
Mid Cap | 2.17 | 21.48 |
Sector Allocation
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 |
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