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

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon 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

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 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%

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 6.83% 5.44%
1 Year 11.82% 7.36%
3 Year 20.81% 14.75%
5 Year 22.09% 14.36%

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 1.19% 0.485%
Beta 1.01% 1.028%
Alpha 5.99% -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 29.34 31.87
Mid Cap 2.45 12.09
Large Cap 65.51 48.5
Small Cap 4.13 7.53

Sector Allocation

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

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