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)	₹43159 Cr	₹6146 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	2.43%	2.19%
6 Month	6.71%	2%
1 Year	8.96%	5.15%
3 Year	22.6%	16.27%
5 Year	25.75%	17.76%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	7.22%	6.72%
1 Year	13.22%	9.24%
3 Year	19.77%	14.21%
5 Year	21.23%	13.94%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	14.74%	11.73%
3 Year	17.02%	13.75%
5 Year	15.91%	12.95%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.46%	10.12%
Sharp	1.52%	0.92%
Beta	0.95%	1.05%
Alpha	5.48%	-0.53%

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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	27.19	29.25
Mid Cap	2.26	9.16
Large Cap	65.55	56.46
Small Cap	5.07	5.13

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	25.15	27.82
Fertilizers & Agrochemicals	0.12	-
Petroleum Products	3.5	-
Electrical Equipment	0.36	-
IT - Software	3.31	-
IT - Services	0.06	-
Construction	3.4	-
Finance	0.66	-
Consumer Durables	0.11	-
Retailing	4.19	-
Diversified FMCG	0.95	-
Banks	18.4	-
Non - Ferrous Metals	0.49	-
Realty	2.13	-
Pharmaceuticals & Biotechnology	5.73	-
Cement & Cement Products	1.7	-
Automobiles	9.02	-
Transport Services	1.44	-
Ferrous Metals	0.31	-
Leisure Services	1.39	-
Auto Components	1.98	-
Power	5.3	-
Commercial Services & Supplies	0.18	-
Textiles & Apparels	0.04	-
Chemicals & Petrochemicals	0.03	-
Insurance	2.18	-
Entertainment	0.12	-
Media	0.01	-
Diversified Metals	0.24	-
Oil	2.5	-
Food Products	0.67	-
Industrial Products	0.96	-
Telecom - Services	3.09	-
Consumable Fuels	0.35	-
Energy	-	6.85
Technology	-	6.61
Financial Services	-	25.09
Consumer Cyclical	-	9.65
Healthcare	-	4.62
Consumer Defensive	-	5.88
Industrials	-	4.8
Basic Materials	-	3.42
Communication Services	-	3.74
Utilities	-	1.51