ICICI Prudential Equity & Debt Fund vs UTI Aggressive Hybrid Fund compare
ICICI Prudential Equity & Debt Fund - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹49223 Cr | ₹6718 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 1999 | 25 Mar 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% | 27% |
| Expense Ratio | 1.57 | 1.89 |
| Manager | Mittul Kalawadia | V Srivatsa |
| ISIN Code | INF109K01480 | INF789F01323 |
| 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 | UTI 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 | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | -0.24% | -0.04% |
| 6 Month | 3.28% | 0.95% |
| 1 Year | 12.33% | 6.05% |
| 3 Year | 18.85% | 16.21% |
| 5 Year | 20.68% | 15.95% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.79% | 1.93% |
| 1 Year | 11.61% | 8.87% |
| 3 Year | 15.26% | 12.49% |
| 5 Year | 17.26% | 13.97% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.33% | 13.57% |
| 3 Year | 18.38% | 13.39% |
| 5 Year | 16.26% | 12.21% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.13% | 9.01% |
| Sharp | 1.43% | 1.13% |
| Beta | 1.02% | 1.1% |
| Alpha | 6.32% | 3.7% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Name | Mittul Kalawadia | V Srivatsa |
| Total AUM | ₹45730 Cr | ₹7921 Cr |
| Funds Managed | 5 | 3 |
| ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 27.3 | 32.56 |
| Large Cap | 63.2 | 45.25 |
| Small Cap | 5.77 | 10.35 |
| Mid Cap | 3.73 | 11.84 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 23.33 | 27.04 |
| Communication Services | 2.23 | 4.33 |
| Energy | 8.18 | 6.16 |
| Technology | 6.03 | 8.04 |
| Industrials | 5.78 | 6.73 |
| Consumer Defensive | 5.8 | 5.07 |
| Financial Services | 19.31 | 21.59 |
| Basic Materials | 2.53 | 4.97 |
| Consumer Cyclical | 11.55 | 7.64 |
| Healthcare | 7.17 | 4.25 |
| Real Estate | 2.74 | 2.71 |
| Utilities | 5.35 | 1.46 |
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