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	1.15%	0.5%
6 Month	3.25%	-1.2%
1 Year	9.02%	6.28%
3 Year	21.53%	15.82%
5 Year	26.1%	18.36%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	6.13%	4.97%
1 Year	9.55%	4.9%
3 Year	19.15%	13.27%
5 Year	20.95%	13.39%

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	9.13%	9.872%
Sharp	1.33%	0.485%
Beta	1%	1.028%
Alpha	5.8%	-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	33.07	31.87
Mid Cap	2.47	12.09
Large Cap	62.04	48.5
Small Cap	4.17	7.53

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	30.6	30.54
Fertilizers & Agrochemicals	0.11	-
Petroleum Products	3.56	-
Electrical Equipment	0.34	-
IT - Software	3.26	-
IT - Services	0.06	-
Construction	3.02	-
Finance	0.53	-
Consumer Durables	0.12	-
Retailing	3.9	-
Diversified FMCG	0.55	-
Banks	16.92	-
Non - Ferrous Metals	0.49	-
Units of Real Estate Investment Trust (REITs)	1.97	-
Pharmaceuticals & Biotechnology	5.31	-
Cement & Cement Products	1.59	-
Units of Infrastructure Investment Trusts	0.5	-
Automobiles	8.98	-
Transport Services	1.13	-
Ferrous Metals	0.59	-
Leisure Services	0.99	-
Auto Components	1.77	-
Power	5.53	-
Commercial Services & Supplies	0.17	-
Textiles & Apparels	0.04	-
Insurance	2.49	-
Entertainment	0.11	-
Media	0.01	-
Diversified Metals	0.14	-
Oil	2.48	-
Food Products	0.65	-
Industrial Products	0.61	-
Telecom - Services	2.82	-
Consumable Fuels	0.35	-
Realty	0.06	-
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