ICICI Prudential Equity & Debt Fund vs HDFC Hybrid Equity Fund
Updated June 2026 · both Aggressive Hybrid funds · metrics from AMFI NAVs
In short: ICICI Prudential Equity & Debt Fund has the higher 3-year return (+15.95%); ICICI Prudential Equity & Debt Fund has the lower expense ratio (1.07%); ICICI Prudential Equity & Debt Fund has the better risk-adjusted return (Sharpe 1.01). This is analysis from past data, not a recommendation.
| Metric | ICICI Prudential Equity & Debt Fund | HDFC Hybrid Equity Fund |
|---|---|---|
| 1Y return | +0.25% | -7.80% |
| 3Y CAGR | +15.95% | +7.17% |
| 5Y CAGR | +16.29% | +9.12% |
| Sharpe ratio | 1.01 | 0.37 |
| Max drawdown | -11.2% | -12.6% |
| Volatility | 10.4% | 10.3% |
| Alpha | +7.61% | -0.57% |
| Expense ratio (Direct) | 1.07% | 1.09% |
| AUM | ₹49.3K Cr | ₹23.5K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
ICICI Prudential Equity & Debt Fund has the lower Direct-plan expense ratio (1.07%), versus 1.09% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
ICICI Prudential Equity & Debt Fund has the higher 3-year CAGR (+15.95%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.