LIC MF Equity Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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LIC MF Equity Hybrid Fund-Growth

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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	LIC MF Equity Hybrid Fund-Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹48071 Cr	₹538 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹200
Min Addl Investment	₹1000	₹500
Launch Date	03 Nov 1999	31 Mar 1998
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	31%	%
Expense Ratio	1.57	2.49
Manager	Mittul Kalawadia	Pratik Harish Shroff
ISIN Code	INF109K01480	INF767K01030
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	LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	-0.6%	-0.61%
6 Month	5.07%	0.92%
1 Year	10.72%	2.14%
3 Year	18.73%	13.1%
5 Year	21.63%	10.88%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	2.97%	1.41%
1 Year	16.13%	11.73%
3 Year	17%	11.92%
5 Year	18.29%	11.32%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	15.4%	10.5%
3 Year	18.34%	10.19%
5 Year	16.24%	9.97%

Risk Management

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	9.13%	8.96%
Sharp	1.34%	0.68%
Beta	1.02%	1.14%
Alpha	6.27%	0.49%

Fund Managers

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Name	Mittul Kalawadia	Pratik Harish Shroff
Total AUM	₹45730 Cr	₹2586 Cr
Funds Managed	5	10
	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	27.3	30.21
Large Cap	63.2	40.37
Small Cap	5.77	14.16
Mid Cap	3.73	15.26

Sector Allocation

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	23.33	25.02
Communication Services	2.23	1.88
Energy	8.18	2.27
Technology	6.03	9.77
Industrials	5.98	10.76
Consumer Defensive	5.8	7.65
Financial Services	19.31	20.83
Basic Materials	2.53	2.84
Consumer Cyclical	11.35	10.35
Healthcare	7.17	6.97
Real Estate	2.74	0.71
Utilities	5.35	0.95

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Compare Mutual Funds

Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation