Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA AGGRESSIVE HYBRID FUND vs ICICI Prudential Equity & Debt Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

Invest Now

tortoise-icon INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹44605 Cr ₹754 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Nov 1999 30 Jun 2018
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% 146%
Expense Ratio 1.57 2.37
Manager Mittul Kalawadia Krishna Venkat Cheemalapati
ISIN Code INF109K01480 INF205K011Q3
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 Invesco India 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 INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month 1.15% -0.55%
6 Month 10.98% 9.93%
1 Year 6.49% 4.49%
3 Year 19.45% 16.37%
5 Year 24.43% 16.21%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month 3.13% 2.26%
1 Year 9.35% 2.95%
3 Year 17.58% 15.52%
5 Year 19.62% 14.53%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year 14.64% 12.01%
3 Year 17.15% 13.91%
5 Year 16.02% 14.1%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation 9.13% 10.58%
Sharp 1.42% 0.95%
Beta 0.12% 1.10%
Alpha 12.21% 2.83%

Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name Mittul Kalawadia Krishna Venkat Cheemalapati
Total AUM ₹45730 Cr ₹24743 Cr
Funds Managed 5 19
ICICI Prudential Equity & Debt Fund - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 25.58 38.91
Large Cap 66.62 38.79
Small Cap 4.8 8.55
Mid Cap 3 13.74

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Others 22.83 34.85
Energy 7.99 -
Industrials 6.24 10.35
Technology 4.54 7.78
Communication Services 2.66 2.63
Financial Services 20.33 19.52
Consumer Cyclical 12.75 10.99
Basic Materials 2.53 3.74
Consumer Defensive 5.41 1.94
Real Estate 2.41 2.15
Healthcare 6.23 3.6
Utilities 6.07 2.44

Top Comparisons

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns19.09%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns21.18%

Compare Now

DSP Overnight Fund - Regular Plan - Growth DSP Overnight Fund - Regular Plan - Growth

3Y Returns6.39%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns6.35%

Compare Now

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns7.15%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns7.16%

Compare Now

Kotak Multicap Fund-Regular Plan-Growth Kotak Multicap Fund-Regular Plan-Growth

3Y Returns23.46%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.3%

Compare Now
Add to Cart Successfully