ICICI Prudential Equity & Debt Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare

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ICICI Prudential Equity & Debt Fund - Growth

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity 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	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹49223 Cr	₹7846 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	14 Jan 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	31%	62%
Expense Ratio	1.57	1.86
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
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	Sundaram Aggressive 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	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	-0.63%	-1.36%
6 Month	4.08%	0.98%
1 Year	15.29%	7.52%
3 Year	19.14%	12.63%
5 Year	20.18%	12.12%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	1.79%	0.69%
1 Year	11.61%	6.7%
3 Year	15.26%	10.06%
5 Year	17.26%	10.83%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	15.33%	12.06%
3 Year	18.38%	13.71%
5 Year	16.26%	13.33%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.13%	8.82%
Sharp	1.43%	0.7%
Beta	1.02%	1.13%
Alpha	6.32%	-0.22%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Name	Mittul Kalawadia	Dwijendra Srivastava
Total AUM	₹45730 Cr	₹14140 Cr
Funds Managed	5	14
	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	27.3	31.51
Large Cap	63.2	54.29
Small Cap	5.77	2.88
Mid Cap	3.73	10.77

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	23.33	31.51
Communication Services	2.23	-
Energy	8.18	-
Technology	6.03	-
Industrials	5.78	-
Consumer Defensive	5.8	-
Financial Services	19.31	-
Basic Materials	2.53	-
Consumer Cyclical	11.55	-
Healthcare	7.17	-
Real Estate	2.74	-
Utilities	5.35	-
Petroleum Products	-	5.17
Finance	-	5.84
IT - Software	-	3.68
Capital Markets	-	2.38
Construction	-	3.11
Diversified FMCG	-	1.57
Banks	-	16.88
Pharmaceuticals & Biotechnology	-	1.68
Cement & Cement Products	-	2.37
Leisure Services	-	1.53
Healthcare Services	-	0.83
Automobiles	-	5.36
Insurance	-	0.43
Gas	-	0.25
Fertilizers & Agrochemicals	-	1.61
Agricultural Food & other Products	-	1.1
Beverages	-	1.17
Power	-	0.75
Aerospace & Defense	-	1.35
Industrial Products	-	1.65
Chemicals & Petrochemicals	-	0.6
Consumer Durables	-	0.21
Telecom - Services	-	3.83
Auto Components	-	1.67
Financial Technology (Fintech)	-	1.07
Transport Services	-	1.29
Realty	-	0.56