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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.98 | 39.87 | 1.92 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 45.35 | 1.71 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 35+65 - Aggressive Index |
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
ICICI Pru Equity & Debt Fund | 26.01% | 20.22% | 18.09% |
SBI Equity Hybrid Fund | 21.63% | 12.12% | 15.23% |
HDFC Hybrid Equity Fund | 20.66% | 14.41% | 13.12% |
Canara Rob Equity Hybrid Fund | 24.33% | 14.33% | 15.41% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.47 %
Holdings
6.29 %
Holdings
4.76 %
ICICI Prudential Asset Management Company Ltd. is the leading AMC in the leading AMC in the country. The AMC is joint venture between ICICI Bank and Prudential Plc, one of the UK's largest players in the financial services sectors.
No.of Schemes
97
Total AUM
₹ 8,16,595.20 Cr.
Sankaran Naren
AUM: ₹2,80,930.24 Cr.
|
Exp: 21yrs
Mittul Kalawadia
AUM: ₹64,904.90 Cr.
|
Exp: 5yrs
Manish Banthia
AUM: ₹3,44,899.73 Cr.
|
Exp: 5yrs
Akhil Kakkar
AUM: ₹57,001.32 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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7 years ago•Yadnya Investment Academy
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%