ICICI Prudential Equity & Debt Fund vs Tata Hybrid Equity Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹43159 Cr	₹3997 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	03 Nov 1999	05 Jan 1996
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%	4.76%
Expense Ratio	1.57	1.92
Manager	Mittul Kalawadia	Murthy Nagarajan
ISIN Code	INF109K01480	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	1.15%	0.99%
6 Month	3.25%	-2.21%
1 Year	9.02%	3.46%
3 Year	21.53%	15.28%
5 Year	26.1%	17.84%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	6.13%	4.59%
1 Year	9.55%	2.65%
3 Year	19.15%	11.27%
5 Year	20.95%	12.6%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	14.74%	11.37%
3 Year	17.02%	13.58%
5 Year	15.91%	13.94%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.47%	9.21%
Sharp	1.37%	0.75%
Beta	1.01%	1.09%
Alpha	4.75%	-0.22%

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Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Mittul Kalawadia	Murthy Nagarajan
Total AUM	₹45730 Cr	₹18015 Cr
Funds Managed	5	11
	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	33.07	26.65
Mid Cap	2.47	7.36
Large Cap	62.04	58.39
Small Cap	4.17	7.6

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	30.6	26.65
Fertilizers & Agrochemicals	0.11	2.03
Petroleum Products	3.56	6.16
Electrical Equipment	0.34	-
IT - Software	3.26	4.82
IT - Services	0.06	-
Construction	3.02	4.25
Finance	0.53	3.44
Consumer Durables	0.12	-
Retailing	3.9	0.9
Diversified FMCG	0.55	3.17
Banks	16.92	20.42
Non - Ferrous Metals	0.49	-
Units of Real Estate Investment Trust (REITs)	1.97	-
Pharmaceuticals & Biotechnology	5.31	4.51
Cement & Cement Products	1.59	2.5
Units of Infrastructure Investment Trusts	0.5	-
Automobiles	8.98	3.82
Transport Services	1.13	0.39
Ferrous Metals	0.59	-
Leisure Services	0.99	-
Auto Components	1.77	1.41
Power	5.53	1.75
Commercial Services & Supplies	0.17	-
Textiles & Apparels	0.04	-
Insurance	2.49	0.93
Entertainment	0.11	-
Media	0.01	-
Diversified Metals	0.14	-
Oil	2.48	-
Food Products	0.65	-
Industrial Products	0.61	1.26
Telecom - Services	2.82	5.47
Consumable Fuels	0.35	-
Realty	0.06	0.74
Personal Products	-	0.85
Beverages	-	2.21
Gas	-	0.81
Transport Infrastructure	-	1.51