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Kotak Equity Hybrid vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Kotak Equity Hybrid - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹39886 Cr | ₹6606 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 | 0.39 | 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 Equity Hybrid - Growth |
|---|---|---|
| 1 Month | 1.15% | 3.63% |
| 6 Month | 3.25% | -2.53% |
| 1 Year | 9.02% | 6.36% |
| 3 Year | 21.53% | 18.05% |
| 5 Year | 26.1% | 21.68% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| 6 Month | 6.13% | 7.06% |
| 1 Year | 9.55% | 6.53% |
| 3 Year | 19.15% | 15.69% |
| 5 Year | 20.95% | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| 1 Year | 14.74% | 11.72% |
| 3 Year | 17.02% | 13.31% |
| 5 Year | 15.91% | 12.91% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Standard Deviation | 9.13% | 10.787% |
| Sharp | 1.33% | 0.49% |
| Beta | 1% | 1.055% |
| Alpha | 5.8% | 0.867% |
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Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
|---|---|---|
| Name | Mittul Kalawadia | Harsha Upadhyaya |
| Total AUM | ₹45730 Cr | ₹139411 Cr |
| Funds Managed | 5 | 11 |
| ICICI Prudential Equity & Debt Fund - Growth | Kotak Equity Hybrid - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Equity Hybrid - Growth |
|---|---|---|
| Others | 33.07 | 30.4 |
| Mid Cap | 2.47 | 21.7 |
| Large Cap | 62.04 | 39.15 |
| Small Cap | 4.17 | 8.75 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Kotak Equity Hybrid - Growth |
|---|---|---|
| Others | 30.6 | 29.46 |
| Fertilizers & Agrochemicals | 0.11 | - |
| Petroleum Products | 3.56 | - |
| Electrical Equipment | 0.34 | - |
| IT - Software | 3.26 | - |
| IT - Services | 0.06 | - |
| Construction | 3.02 | - |
| Finance | 0.53 | - |
| Consumer Durables | 0.12 | - |
| Retailing | 3.9 | - |
| Diversified FMCG | 0.55 | - |
| Banks | 16.92 | - |
| Non - Ferrous Metals | 0.49 | - |
| Units of Real Estate Investment Trust (REITs) | 1.97 | - |
| Pharmaceuticals & Biotechnology | 5.31 | - |
| Cement & Cement Products | 1.59 | - |
| Units of Infrastructure Investment Trusts | 0.5 | - |
| Automobiles | 8.98 | - |
| Transport Services | 1.13 | - |
| Ferrous Metals | 0.59 | - |
| Leisure Services | 0.99 | - |
| Auto Components | 1.77 | - |
| Power | 5.53 | - |
| Commercial Services & Supplies | 0.17 | - |
| Textiles & Apparels | 0.04 | - |
| Insurance | 2.49 | - |
| Entertainment | 0.11 | - |
| Media | 0.01 | - |
| Diversified Metals | 0.14 | - |
| Oil | 2.48 | - |
| Food Products | 0.65 | - |
| Industrial Products | 0.61 | - |
| Telecom - Services | 2.82 | - |
| Consumable Fuels | 0.35 | - |
| Realty | 0.06 | - |
| Energy | - | 2.5 |
| Technology | - | 13.72 |
| Financial Services | - | 13.22 |
| Consumer Defensive | - | 4.53 |
| Industrials | - | 8.26 |
| Healthcare | - | 6.91 |
| Basic Materials | - | 9.31 |
| Real Estate | - | 1.37 |
| Utilities | - | 3.39 |
| Consumer Cyclical | - | 3.22 |
| Communication Services | - | 4.12 |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
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PGIM India Liquid Fund - Growth
3Y Returns6.92%
DSP Liquidity Fund - Regular Plan - Growth
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ICICI Prudential Bharat Consumption Fund - Growth Option
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3Y Returns7.24%
