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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 3.21% 2.29%
6 Month 2.12% -2.5%
1 Year 10.36% 5.45%
3 Year 18.93% 12.45%
5 Year 26.5% 17.67%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 4.74% 1.08%
1 Year 6.83% -2.35%
3 Year 19.85% 11.12%
5 Year 21.9% 12.9%

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 0.96% 0.39%
Beta 0.99% 1.08%
Alpha 6.65% 0.79%

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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 28.36 25.02
Large Cap 64.81 58.6
Small Cap 4 7.7
Mid Cap 2.84 8.68

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 26.88 25.02
Communication Services 4.64 4.96
Basic Materials 2.53 4.14
Energy 7.13 5.66
Industrials 5.43 7.51
Technology 3.23 6.42
Financial Services 21.96 23.83
Consumer Cyclical 11.05 7.56
Consumer Defensive 4.21 6.08
Real Estate 1.31 1.34
Healthcare 5.89 5.33
Utilities 5.74 2.16

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