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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) | ₹44605 Cr | ₹4091 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 | -0.34% | -1.75% |
| 6 Month | 9.97% | 5.76% |
| 1 Year | 5.91% | -0.78% |
| 3 Year | 18.97% | 10.93% |
| 5 Year | 24.64% | 15.76% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.13% | 1.38% |
| 1 Year | 9.35% | 0.98% |
| 3 Year | 17.58% | 9.34% |
| 5 Year | 19.62% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.64% | 11.2% |
| 3 Year | 17.15% | 13.63% |
| 5 Year | 16.02% | 14% |
Risk Management
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.37% | 9.97% |
| Sharp | 1.32% | 0.61% |
| Beta | 1.00% | 1.10% |
| Alpha | 5.81% | -1.11% |
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 | 25.58 | 27.95 |
| Large Cap | 66.62 | 53.5 |
| Small Cap | 4.8 | 9.99 |
| Mid Cap | 3 | 8.56 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 22.83 | 27.95 |
| Energy | 7.99 | 4.93 |
| Industrials | 6.24 | 7.48 |
| Technology | 4.54 | 4.44 |
| Communication Services | 2.66 | 5.55 |
| Financial Services | 20.33 | 19.62 |
| Consumer Cyclical | 12.75 | 6.8 |
| Basic Materials | 2.53 | 5.76 |
| Consumer Defensive | 5.41 | 9.47 |
| Real Estate | 2.41 | 0.91 |
| Healthcare | 6.23 | 4.76 |
| Utilities | 6.07 | 2.34 |
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