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) | ₹46392 Cr | ₹6379 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 | 3.06% | 3.66% |
| 6 Month | 7.32% | 5.26% |
| 1 Year | 9.99% | 4.61% |
| 3 Year | 19.55% | 16.69% |
| 5 Year | 26.49% | 20.04% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.79% | 1.51% |
| 1 Year | 17.08% | 8.54% |
| 3 Year | 18.46% | 14.36% |
| 5 Year | 19.63% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Equity & Debt Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.49% | 13.28% |
| 3 Year | 17.26% | 12.78% |
| 5 Year | 16.08% | 11.88% |
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% | 1.06% |
| Beta | 0.12% | 0.17% |
| Alpha | 12.32% | 8.99% |
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 | 28.59 | 33.06 |
| Large Cap | 63.26 | 45.24 |
| Small Cap | 5.16 | 10.37 |
| Mid Cap | 2.99 | 11.32 |
Sector Allocation
| Scheme Name |
ICICI Prudential Equity & Debt Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 25.67 | 28.29 |
| Energy | 7.56 | 5.47 |
| Technology | 5.47 | 7.17 |
| Communication Services | 2.98 | 4.05 |
| Industrials | 5.56 | 5.77 |
| Financial Services | 19.05 | 22.18 |
| Basic Materials | 1.86 | 5.02 |
| Consumer Cyclical | 11.67 | 7.75 |
| Consumer Defensive | 4.89 | 4.76 |
| Real Estate | 2.82 | 2.96 |
| Healthcare | 6.43 | 4.98 |
| Utilities | 6.04 | 1.59 |
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