ICICI Prudential Equity & Debt Fund vs Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) compare
ICICI Prudential Equity & Debt Fund - Growth
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Chart Comparison
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) | ₹39886 Cr | ₹5436 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 | 0.39 | 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Month | 3.21% | 3.2% |
6 Month | 2.12% | -0.56% |
1 Year | 10.36% | 8.78% |
3 Year | 18.93% | 13.11% |
5 Year | 26.5% | 18.28% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
6 Month | 4.74% | 2.26% |
1 Year | 6.83% | 1.42% |
3 Year | 19.85% | 13.39% |
5 Year | 21.9% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
1 Year | 14.94% | 12% |
3 Year | 16.92% | 13.77% |
5 Year | 15.82% | 12.8% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Standard Deviation | 9.13% | 9.872% |
Sharp | 0.96% | 0.485% |
Beta | 0.99% | 1.028% |
Alpha | 6.65% | -0.506% |
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Fund Managers
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 |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 28.36 | 31.87 |
Large Cap | 64.81 | 48.5 |
Small Cap | 4 | 7.53 |
Mid Cap | 2.84 | 12.09 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth |
---|---|---|
Others | 26.88 | 30.54 |
Communication Services | 4.64 | 3.47 |
Basic Materials | 2.53 | 3.29 |
Energy | 7.13 | 5.35 |
Industrials | 5.43 | 6.62 |
Technology | 3.23 | 7.95 |
Financial Services | 21.96 | 17.97 |
Consumer Cyclical | 11.05 | 12.74 |
Consumer Defensive | 4.21 | 4.27 |
Real Estate | 1.31 | - |
Healthcare | 5.89 | 5.72 |
Utilities | 5.74 | 2.08 |
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