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 | -0.65% | -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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