Tata Hybrid Equity Fund vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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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

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%

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%

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%

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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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

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

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