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Kotak Equity Hybrid vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Kotak Aggressive Hybrid Fund - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹44605 Cr | ₹7864 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Nov 1999 | 03 Nov 2014 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 31% | 38.8% |
| Expense Ratio | 1.57 | 1.77 |
| Manager | Mittul Kalawadia | Harsha Upadhyaya |
| ISIN Code | INF109K01480 | INF174K01E92 |
| 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 | Kotak Equity 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 | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Month | 1.15% | 0.36% |
| 6 Month | 10.98% | 11.88% |
| 1 Year | 6.49% | 3.37% |
| 3 Year | 19.45% | 15.13% |
| 5 Year | 24.43% | 19.51% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 6 Month | 3.13% | 5.04% |
| 1 Year | 9.35% | 8.22% |
| 3 Year | 17.58% | 14.86% |
| 5 Year | 19.62% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| 1 Year | 14.64% | 11.41% |
| 3 Year | 17.15% | 13.62% |
| 5 Year | 16.02% | 13.05% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Standard Deviation | 9.13% | 10.48% |
| Sharp | 1.42% | 0.87% |
| Beta | 0.12% | 1.10% |
| Alpha | 12.21% | 1.92% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Name | Mittul Kalawadia | Harsha Upadhyaya |
| Total AUM | ₹45730 Cr | ₹139411 Cr |
| Funds Managed | 5 | 11 |
| ICICI Prudential Equity & Debt Fund - Growth | Kotak Aggressive Hybrid Fund - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 25.58 | 31 |
| Large Cap | 66.62 | 38.92 |
| Small Cap | 4.8 | 7.52 |
| Mid Cap | 3 | 22.56 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Aggressive Hybrid Fund - Growth |
|---|---|---|
| Others | 22.83 | 26.64 |
| Energy | 7.99 | 2.51 |
| Industrials | 6.24 | 11.11 |
| Technology | 4.54 | 9.99 |
| Communication Services | 2.66 | 3 |
| Financial Services | 20.33 | 16.22 |
| Consumer Cyclical | 12.75 | 8.45 |
| Basic Materials | 2.53 | 8.08 |
| Consumer Defensive | 5.41 | 3.13 |
| Real Estate | 2.41 | 1.44 |
| Healthcare | 6.23 | 7.16 |
| Utilities | 6.07 | 2.28 |
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