PGIM India Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹45168 Cr | ₹217 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Nov 1999 | 05 Feb 2004 |
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% | 62% |
Expense Ratio | 1.57 | 2.33 |
Manager | Mittul Kalawadia | Puneet Pal |
ISIN Code | INF109K01480 | INF663L01HC4 |
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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% 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 | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 2.91% | 1.71% |
6 Month | 13.07% | 11.92% |
1 Year | 4.49% | 4.29% |
3 Year | 19.12% | 12.45% |
5 Year | 25.34% | 14.01% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 4.13% | 3.23% |
1 Year | 14.88% | 10.73% |
3 Year | 18.37% | 12.44% |
5 Year | 19.76% | 11.29% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 14.64% | 11.43% |
3 Year | 17.15% | 10.24% |
5 Year | 16.02% | 10.31% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.13% | 8.76% |
Sharp | 1.31% | 0.60% |
Beta | 0.09% | 0.90% |
Alpha | 11.61% | 0.85% |
Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Name | Mittul Kalawadia | Puneet Pal |
Total AUM | ₹45730 Cr | ₹20950 Cr |
Funds Managed | 5 | 19 |
ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 25.58 | 32.67 |
Large Cap | 66.62 | 48.22 |
Small Cap | 4.8 | 8.06 |
Mid Cap | 3 | 11.05 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 22.66 | 30.73 |
Energy | 7.99 | 5.06 |
Industrials | 6.24 | 7.86 |
Technology | 4.54 | 8.08 |
Communication Services | 2.66 | 4.37 |
Financial Services | 20.33 | 21.9 |
Consumer Cyclical | 12.75 | 8.03 |
Basic Materials | 2.53 | 2.93 |
Consumer Defensive | 5.41 | 4.67 |
Real Estate | 2.57 | 0.71 |
Healthcare | 6.23 | 5.67 |
Utilities | 6.07 | - |
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