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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹43159 Cr	₹4074 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	2.43%	2.24%
6 Month	6.71%	1.9%
1 Year	8.96%	2.35%
3 Year	22.6%	15.25%
5 Year	25.75%	17.15%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	7.22%	6.27%
1 Year	13.22%	6.91%
3 Year	19.77%	12.11%
5 Year	21.23%	13.07%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	9.13%	9.21%
Sharp	1.33%	0.75%
Beta	1%	1.09%
Alpha	5.8%	-0.22%

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Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	27.19	29.06
Mid Cap	2.26	6.38
Large Cap	65.55	56.26
Small Cap	5.07	8.3

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	25.15	29.06
Fertilizers & Agrochemicals	0.12	2.1
Petroleum Products	3.5	6.14
Electrical Equipment	0.36	-
IT - Software	3.31	4.85
IT - Services	0.06	-
Construction	3.4	4.61
Finance	0.66	2.51
Consumer Durables	0.11	-
Retailing	4.19	1.03
Diversified FMCG	0.95	3.1
Banks	18.4	18.32
Non - Ferrous Metals	0.49	-
Realty	2.13	0.91
Pharmaceuticals & Biotechnology	5.73	4.4
Cement & Cement Products	1.7	2.37
Automobiles	9.02	3.92
Transport Services	1.44	0.36
Ferrous Metals	0.31	-
Leisure Services	1.39	-
Auto Components	1.98	1.58
Power	5.3	1.64
Commercial Services & Supplies	0.18	-
Textiles & Apparels	0.04	-
Chemicals & Petrochemicals	0.03	-
Insurance	2.18	0.95
Entertainment	0.12	-
Media	0.01	-
Diversified Metals	0.24	-
Oil	2.5	-
Food Products	0.67	-
Industrial Products	0.96	1.38
Telecom - Services	3.09	5.4
Consumable Fuels	0.35	-
Personal Products	-	0.83
Beverages	-	1.98
Gas	-	0.81
Transport Infrastructure	-	1.75