PGIM India Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Fund | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Hybrid Equity Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹39886 Cr | ₹209 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 | 0.39 | 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 Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 3.06% | 4.12% |
6 Month | 7.01% | 6.23% |
1 Year | 12.35% | 12.12% |
3 Year | 21.6% | 15.67% |
5 Year | 28.01% | 17.85% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 6.83% | 5.15% |
1 Year | 11.82% | 9.78% |
3 Year | 20.81% | 14.28% |
5 Year | 22.09% | 12.59% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 14.94% | 11.92% |
3 Year | 16.92% | 10.08% |
5 Year | 15.82% | 10.2% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.13% | 9.745% |
Sharp | 1.19% | 0.358% |
Beta | 1.01% | 0.94% |
Alpha | 5.99% | -0.447% |
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Fund Managers
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India 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 Hybrid Equity Fund - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 29.34 | 32.95 |
Mid Cap | 2.45 | 11.27 |
Large Cap | 65.51 | 47.3 |
Small Cap | 4.13 | 8.48 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 27.29 | 32.95 |
Fertilizers & Agrochemicals | 0.14 | - |
Petroleum Products | 3.59 | - |
Electrical Equipment | 0.4 | - |
IT - Software | 2.72 | - |
IT - Services | 0.06 | - |
Construction | 3.27 | - |
Finance | 0.55 | - |
Ferrous Metals | 0.67 | - |
Consumer Durables | 0.12 | - |
Retailing | 4.09 | - |
Diversified FMCG | 0.75 | - |
Banks | 18.51 | - |
Non - Ferrous Metals | 0.56 | - |
Realty | 1.97 | - |
Pharmaceuticals & Biotechnology | 5.72 | - |
Cement & Cement Products | 1.85 | - |
Automobiles | 8.34 | - |
Transport Services | 1.15 | - |
Leisure Services | 1.04 | - |
Auto Components | 1.62 | - |
Power | 6.02 | - |
Commercial Services & Supplies | 0.16 | - |
Textiles & Apparels | 0.04 | - |
Insurance | 2.61 | - |
Entertainment | 0.11 | - |
Media | 0.01 | - |
Diversified Metals | 0.03 | - |
Oil | 2.65 | - |
Food Products | 0.61 | - |
Industrial Products | 0.65 | - |
Telecom - Services | 3.76 | - |
Consumable Fuels | 0.37 | - |
Energy | - | 4.82 |
Technology | - | 11.68 |
Industrials | - | 8.46 |
Healthcare | - | 5.97 |
Financial Services | - | 20.2 |
Consumer Cyclical | - | 4.28 |
Basic Materials | - | 4.46 |
Consumer Defensive | - | 3.29 |
Communication Services | - | 3.88 |
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