UTI Aggressive Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

UTI Aggressive Hybrid Fund vs ICICI Prudential Equity & Debt Fund compare

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ICICI Prudential Equity & Debt Fund - Growth

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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)	₹45168 Cr	₹6302 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	3%	1.82%
6 Month	13.96%	10.69%
1 Year	5.12%	-0.55%
3 Year	19.86%	16.29%
5 Year	25.28%	19.57%

SIP Return Analysis

Scheme Name	ICICI Prudential Equity & Debt Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	4.13%	1.86%
1 Year	14.88%	6.48%
3 Year	18.37%	14.51%
5 Year	19.76%	15.39%

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	1.31%	0.95%
Beta	0.09%	0.13%
Alpha	11.61%	8.31%

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	22.66	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	2.57	1.74
Healthcare	6.23	4.94
Utilities	6.07	1.64

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