ICICI Prudential Equity & Debt Fund - Growth

Fund House: ICICI Prudential Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 05-11-1999

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 48071.3 As on (31-10-2025)

Expense Ratio: 1.54% As on (31-10-2025)

Turn over: 81.00% | Exit Load: Upto 30% of units within 1 Year from the date of allotment - Nil More than 30% of units within 1 Year from the date of allotment - 1% of applicable Net Asset Value (NAV) After 1 Year from the date of allotment - Nil

NAV as on 17-11-2025

410.14

1.41

CAGR Since Inception

15.32%

CRISIL Hybrid 35+65 Aggressive Index 12.38%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
ICICI Prudential Equity & Debt Fund - Growth 13.11 19.13 24.6 16.22 15.32
Benchmark - - - - -
Hybrid: Aggressive 8.11 14.55 16.03 12.26 13.02

Funds Manager

Sankaran Naren

RETURNS CALCULATORS for ICICI Prudential Equity & Debt Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of ICICI Prudential Equity & Debt Fund - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of ICICI Prudential Equity & Debt Fund - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
ICICI Pru Equity & Debt Gr 05-11-1999 13.11 19.41 19.13 24.6 16.22
SBI Equity Hybrid Reg Gr 01-12-1995 16.07 16.89 14.42 15.43 12.58
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 12.58 17.86 15.86 16.87 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 10.36 15.01 13.65 14.56 13.06
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 9.76 16.88 16.88 18.24 13.07
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 9.76 16.87 16.93 18.3 13.1
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 9.65 17.98 16.58 18.62 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 9.14 13.44 12.55 12.48 9.32
Union Aggressive Hybrid Reg Gr 18-12-2020 9.03 13.15 12.92 0.0 0.0
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 8.75 16.22 16.0 14.65 11.42

Asset Allocation (%)

Key Performance and Risk Statistics of ICICI Prudential Equity & Debt Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
ICICI Prudential Equity & Debt Fund - Growth 9.13 1.37 6.06 1.01 7.64 2.59
Hybrid: Aggressive - - - - - -