UTI Aggressive Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare
ICICI Prudential Equity & Debt Fund - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹44605 Cr | ₹6422 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 | 1.57 | 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 | -0.34% | -2.3% |
6 Month | 9.97% | 6.24% |
1 Year | 5.91% | 2.53% |
3 Year | 18.97% | 15.89% |
5 Year | 24.64% | 19.6% |
SIP Return Analysis
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | 3.13% | 1.49% |
1 Year | 9.35% | 2.55% |
3 Year | 17.58% | 14.23% |
5 Year | 19.62% | 15.43% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
1 Year | 14.64% | 13.42% |
3 Year | 17.15% | 12.7% |
5 Year | 16.02% | 11.82% |
Risk Management
Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.13% | 9.01% |
Sharp | 1.42% | 1.15% |
Beta | 0.12% | 0.13% |
Alpha | 12.21% | 9.74% |
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 | 25.58 | 34.61 |
Large Cap | 66.62 | 43 |
Small Cap | 4.8 | 10.41 |
Mid Cap | 3 | 11.98 |
Sector Allocation
Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
Others | 22.83 | 30.99 |
Energy | 7.99 | 4.93 |
Industrials | 6.24 | 5.43 |
Technology | 4.54 | 6.89 |
Communication Services | 2.66 | 4.56 |
Financial Services | 20.33 | 23.12 |
Consumer Cyclical | 12.75 | 6.45 |
Basic Materials | 2.53 | 4.75 |
Consumer Defensive | 5.41 | 4.54 |
Real Estate | 2.41 | 1.74 |
Healthcare | 6.23 | 4.94 |
Utilities | 6.07 | 1.64 |
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