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PGIM India Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare

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tortoise-icon ICICI Prudential Equity & Debt Fund - Growth

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tortoise-icon PGIM India Hybrid Equity Fund - Growth Option

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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 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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