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Tata Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹49641 Cr | ₹4179 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Nov 1999 | 05 Jan 1996 |
| 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% | 4.76% |
| Expense Ratio | 1.57 | 1.92 |
| Manager | Mittul Kalawadia | Murthy Nagarajan |
| ISIN Code | INF109K01480 | INF277K01303 |
| 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 | Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.65% | -2.85% |
| 6 Month | 3.62% | 1.49% |
| 1 Year | 13.65% | 7.2% |
| 3 Year | 18.88% | 11.56% |
| 5 Year | 21.18% | 12.69% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.84% | -1.66% |
| 1 Year | 3.94% | 1.84% |
| 3 Year | 13.24% | 7.28% |
| 5 Year | 16.27% | 9.5% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.32% | 12.72% |
| 3 Year | 18.38% | 14.58% |
| 5 Year | 16.27% | 15.24% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.13% | 9.21% |
| Sharp | 1.43% | 0.62% |
| Beta | 1.02% | 1.16% |
| Alpha | 6.32% | -1.17% |
Fund Managers
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Mittul Kalawadia | Murthy Nagarajan |
| Total AUM | ₹45730 Cr | ₹18015 Cr |
| Funds Managed | 5 | 11 |
| ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 28.37 | 28.65 |
| Large Cap | 62.33 | 56.22 |
| Small Cap | 5.47 | 9.75 |
| Mid Cap | 3.83 | 5.39 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 24.47 | 23.48 |
| Communication Services | 2.21 | 5.94 |
| Energy | 8.31 | 5.99 |
| Technology | 5.2 | 6.17 |
| Industrials | 6.48 | 7.99 |
| Consumer Defensive | 5.58 | 8.47 |
| Financial Services | 18.61 | 22.8 |
| Basic Materials | 2.63 | 7.4 |
| Consumer Cyclical | 11.39 | 7.06 |
| Healthcare | 6.84 | 3.2 |
| Real Estate | 2.81 | 0.42 |
| Utilities | 5.46 | 1.07 |
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