Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity 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	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Fund	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	High
Asset Size (Cr)	₹48071 Cr	₹7333 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	03 Nov 1999	14 Jan 2000
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	31%	62%
Expense Ratio	1.57	1.86
Manager	Mittul Kalawadia	Dwijendra Srivastava
ISIN Code	INF109K01480	INF173K01CL8
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	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Month	1.52%	1.09%
6 Month	6.81%	4.06%
1 Year	10.22%	3.67%
3 Year	18.58%	12%
5 Year	22.77%	14.13%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
6 Month	3.95%	2.91%
1 Year	17.28%	12.04%
3 Year	17.46%	12.17%
5 Year	18.62%	12.09%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
1 Year	15.41%	12.16%
3 Year	18.31%	13.73%
5 Year	16.21%	13.31%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Standard Deviation	9.13%	9.67%
Sharp	1.34%	0.61%
Beta	1.02%	1.08%
Alpha	6.27%	-0.82%

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Name	Mittul Kalawadia	Dwijendra Srivastava
Total AUM	₹45730 Cr	₹14140 Cr
Funds Managed	5	14
	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	26.25	34.9
Large Cap	64.25	52.48
Small Cap	5.82	3.4
Mid Cap	4.08	9.23

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
Others	24.05	30.98
Telecom - Services	2.1	-
Petroleum Products	6.58	-
IT - Software	5.23	-
Industrial Manufacturing	0.02	-
Construction	2.65	-
Finance	1.32	-
Consumer Durables	0.72	-
Retailing	4.34	-
Diversified FMCG	1.35	-
Banks	16.89	-
Non - Ferrous Metals	0.18	-
Pharmaceuticals & Biotechnology	6.9	-
Realty	2.69	-
Automobiles	6.43	-
Electrical Equipment	0.7	-
Cement & Cement Products	1.86	-
Leisure Services	1.55	-
Units of Infrastructure Investment Trusts	0.16	-
Auto Components	1.7	-
Commercial Services & Supplies	0.25	-
Textiles & Apparels	0.03	-
Power	5.62	-
Insurance	1.8	-
Entertainment	0.13	-
Agricultural Food & other Products	0.25	-
Media	0.01	-
Diversified Metals	0.18	-
Oil	1.67	-
Food Products	0.68	-
Industrial Products	0.47	-
Chemicals & Petrochemicals	0.01	-
Fertilizers & Agrochemicals	0.07	-
Transport Services	1.66	-
Household Products	0.06	-
Transport Infrastructure	0.09	-
Energy	-	5.01
Financial Services	-	25.83
Technology	-	2.91
Healthcare	-	3
Industrials	-	8.4
Basic Materials	-	4.69
Consumer Defensive	-	4.17
Real Estate	-	2.59
Consumer Cyclical	-	7.56
Utilities	-	1.09
Communication Services	-	3.76