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UTI Aggressive Hybrid 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth

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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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹39886 Cr ₹5956 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Nov 1999 25 Mar 2000
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% 27%
Expense Ratio 0.39 1.89
Manager Mittul Kalawadia V Srivatsa
ISIN Code INF109K01480 INF789F01323
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 UTI Aggressive Hybrid Fund - 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 UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 3.06% 3.99%
6 Month 7.01% 3.9%
1 Year 12.35% 12.95%
3 Year 21.6% 19.98%
5 Year 28.01% 24.44%

SIP Return Analysis

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 6.83% 4.82%
1 Year 11.82% 6.89%
3 Year 20.81% 18.06%
5 Year 22.09% 18.02%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 14.94% 13.82%
3 Year 16.92% 12.4%
5 Year 15.82% 11.66%

Risk Management

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.13% 9.01%
Sharp 1.19% 1.01%
Beta 1.01% 1.05%
Alpha 5.99% 4.08%

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Fund Managers

Scheme Name ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Mittul Kalawadia V Srivatsa
Total AUM ₹45730 Cr ₹7921 Cr
Funds Managed 5 3
ICICI Prudential Equity & Debt Fund - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 29.34 30.52
Mid Cap 2.45 13.58
Large Cap 65.51 45.41
Small Cap 4.13 10.35

Sector Allocation

Scheme Name

ICICI Prudential Equity & Debt Fund - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 27.29 30.52
Fertilizers & Agrochemicals 0.14 1.08
Petroleum Products 3.59 2.45
Electrical Equipment 0.4 -
IT - Software 2.72 6.17
IT - Services 0.06 -
Construction 3.27 1.87
Finance 0.55 2.87
Ferrous Metals 0.67 0.53
Consumer Durables 0.12 0.7
Retailing 4.09 0.23
Diversified FMCG 0.75 3.01
Banks 18.51 17.2
Non - Ferrous Metals 0.56 -
Realty 1.97 1.31
Pharmaceuticals & Biotechnology 5.72 4.26
Cement & Cement Products 1.85 0.63
Automobiles 8.34 4.51
Transport Services 1.15 2.79
Leisure Services 1.04 0.59
Auto Components 1.62 0.62
Power 6.02 1.68
Commercial Services & Supplies 0.16 -
Textiles & Apparels 0.04 1.44
Insurance 2.61 1.8
Entertainment 0.11 0.44
Media 0.01 -
Diversified Metals 0.03 2.29
Oil 2.65 1.57
Food Products 0.61 -
Industrial Products 0.65 0.3
Telecom - Services 3.76 3.98
Consumable Fuels 0.37 -
Personal Products - 1.13
Capital Markets - 1.23
Other Consumer Services - 0.67
Chemicals & Petrochemicals - 0.53
Minerals & Mining - 0.78
Paper, Forest & Jute Products - 0.68

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