ICICI Prudential Equity & Debt Fund vs Kotak Equity Hybrid compare

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)	₹46392 Cr	₹8116 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	2.04%	1.8%
6 Month	7.3%	10.24%
1 Year	9.58%	6.42%
3 Year	19.14%	15.58%
5 Year	26.11%	18.71%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
6 Month	1.83%	1.61%
1 Year	11.91%	10.76%
3 Year	16.35%	13.82%
5 Year	18.25%	14.09%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
1 Year	14.49%	11.19%
3 Year	17.26%	13.94%
5 Year	16.08%	13.13%

Risk Management

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Standard Deviation	9.13%	10.32%
Sharp	1.42%	0.82%
Beta	0.12%	1.11%
Alpha	12.32%	1.60%

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	28.59	28.21
Large Cap	63.26	41.04
Small Cap	5.16	6.95
Mid Cap	2.99	23.8

Sector Allocation

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Kotak Aggressive Hybrid Fund - Growth
Others	25.67	22.79
Energy	7.56	2.43
Technology	5.47	8.45
Communication Services	2.98	2.85
Industrials	5.56	11.04
Financial Services	19.05	21.18
Basic Materials	1.86	9.21
Consumer Cyclical	11.67	8.46
Consumer Defensive	4.89	2.91
Real Estate	2.82	1.37
Healthcare	6.43	7.06
Utilities	6.04	2.25

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