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)	₹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

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	1.82%	2.19%
6 Month	7.44%	3.29%
1 Year	11.69%	10.48%
3 Year	20.8%	15.28%
5 Year	27.56%	19.8%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	6.83%	5.44%
1 Year	11.82%	7.36%
3 Year	20.81%	14.75%
5 Year	22.09%	14.36%

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%

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	1.19%	0.485%
Beta	1.01%	1.028%
Alpha	5.99%	-0.506%

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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	29.34	31.87
Mid Cap	2.45	12.09
Large Cap	65.51	48.5
Small Cap	4.13	7.53

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	27.29	30.54
Fertilizers & Agrochemicals	0.14	-
Petroleum Products	3.59	-
Electrical Equipment	0.4	-
IT - Software	2.72	-
IT - Services	0.06	-
Construction	3.27	-
Finance	0.55	-
Ferrous Metals	0.67	-
Consumer Durables	0.12	-
Retailing	4.09	-
Diversified FMCG	0.75	-
Banks	18.51	-
Non - Ferrous Metals	0.56	-
Realty	1.97	-
Pharmaceuticals & Biotechnology	5.72	-
Cement & Cement Products	1.85	-
Automobiles	8.34	-
Transport Services	1.15	-
Leisure Services	1.04	-
Auto Components	1.62	-
Power	6.02	-
Commercial Services & Supplies	0.16	-
Textiles & Apparels	0.04	-
Insurance	2.61	-
Entertainment	0.11	-
Media	0.01	-
Diversified Metals	0.03	-
Oil	2.65	-
Food Products	0.61	-
Industrial Products	0.65	-
Telecom - Services	3.76	-
Consumable Fuels	0.37	-
Energy	-	5.35
Technology	-	7.95
Consumer Cyclical	-	12.74
Healthcare	-	5.72
Industrials	-	6.62
Basic Materials	-	3.29
Financial Services	-	17.97
Communication Services	-	3.47
Utilities	-	2.08
Consumer Defensive	-	4.27