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Tata 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 Tata Hybrid Equity Fund- Regular Plan - 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 Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹39886 Cr ₹3997 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 0.39 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 Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 5.63% 5.73%
6 Month 4.95% -0.13%
1 Year 12.93% 8.38%
3 Year 21.15% 15.16%
5 Year 27.6% 19.27%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 3.6% 0.79%
1 Year 4.9% -2.82%
3 Year 18.36% 10.17%
5 Year 20.74% 12.08%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 14.94% 11.66%
3 Year 16.92% 13.65%
5 Year 15.82% 13.89%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.13% 9.21%
Sharp 1.19% 0.6%
Beta 1.01% 1.09%
Alpha 5.99% -0.13%

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Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 29.34 26.52
Mid Cap 2.45 7.8
Large Cap 65.51 57.95
Small Cap 4.13 7.73

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 27.29 26.52
Fertilizers & Agrochemicals 0.14 1.95
Petroleum Products 3.59 5.7
Electrical Equipment 0.4 -
IT - Software 2.72 5.14
IT - Services 0.06 -
Construction 3.27 4.47
Finance 0.55 2.63
Ferrous Metals 0.67 -
Consumer Durables 0.12 -
Retailing 4.09 0.86
Diversified FMCG 0.75 3.11
Banks 18.51 20.96
Non - Ferrous Metals 0.56 -
Realty 1.97 1.36
Pharmaceuticals & Biotechnology 5.72 4.52
Cement & Cement Products 1.85 2.51
Automobiles 8.34 4.48
Transport Services 1.15 0.37
Leisure Services 1.04 -
Auto Components 1.62 0.77
Power 6.02 1.71
Commercial Services & Supplies 0.16 -
Textiles & Apparels 0.04 -
Insurance 2.61 0.87
Entertainment 0.11 -
Media 0.01 -
Diversified Metals 0.03 -
Oil 2.65 -
Food Products 0.61 -
Industrial Products 0.65 1.36
Telecom - Services 3.76 5.22
Consumable Fuels 0.37 -
Personal Products - 0.9
Beverages - 2.32
Gas - 0.74
Transport Infrastructure - 1.53

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