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) | ₹49641 Cr | ₹215 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 | -2.41% | -3.42% |
| 6 Month | 2.54% | -3.07% |
| 1 Year | 13.12% | 5.13% |
| 3 Year | 18.6% | 11.03% |
| 5 Year | 20.95% | 9.84% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -1.84% | -3.56% |
| 1 Year | 3.94% | -2.37% |
| 3 Year | 13.24% | 6.86% |
| 5 Year | 16.27% | 8.28% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 15.32% | 10.99% |
| 3 Year | 18.38% | 10.44% |
| 5 Year | 16.27% | 10.44% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.13% | 9.33% |
| Sharp | 1.43% | 0.69% |
| Beta | 1.02% | 0.95% |
| Alpha | 6.32% | 0.04% |
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 | 28.37 | 37.64 |
| Large Cap | 62.33 | 44.72 |
| Small Cap | 5.47 | 3.78 |
| Mid Cap | 3.83 | 13.86 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 24.47 | 32.22 |
| Communication Services | 2.21 | 4.7 |
| Energy | 8.31 | 5.33 |
| Technology | 5.2 | 8.14 |
| Industrials | 6.48 | 6.1 |
| Consumer Defensive | 5.58 | 3.73 |
| Financial Services | 18.61 | 23.28 |
| Basic Materials | 2.63 | 2.56 |
| Consumer Cyclical | 11.39 | 9.34 |
| Healthcare | 6.84 | 3.92 |
| Real Estate | 2.81 | 0.68 |
| Utilities | 5.46 | - |
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