ICICI Prudential Equity & Debt Fund

by ICICI Prudential Mutual Fund · Direct Plan · Growth
6.4 / 10
BullWiser Honest Score
4.1%
1Y Return
17.3%
3Y CAGR
--
Exp. Ratio
ICICI Prudential Equity & Debt Fund is an average performer in its category with a BullWiser Honest Score of 6.4/10 — above the Hybrid Scheme - Aggressive Hybrid Fund category median of 5.5/10 across 30 funds. Its 3-year CAGR of 17.3% outperforms the Hybrid Scheme - Aggressive Hybrid Fund category average of 14.3% by +3.0 percentage points. As a Direct plan, ICICI Prudential Equity & Debt Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
ICICI Prudential Equity & Debt Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟡 Average
1Y Return
4.1%
3Y CAGR
17.3%

vs Category Average — Hybrid Scheme - Aggressive Hybrid Fund

This fund
+3.0% vs category avg
TER data not available
This fund
+0.9 vs category avg

Category: Hybrid Scheme - Aggressive Hybrid Fund · 30 Direct-plan funds compared · 0% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of ICICI Prudential Equity & Debt Fund?
ICICI Prudential Equity & Debt Fund has a BullWiser Honest Score of 6.4/10 (AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of ICICI Prudential Equity & Debt Fund?
The Total Expense Ratio (TER) of ICICI Prudential Equity & Debt Fund Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of ICICI Prudential Equity & Debt Fund?
ICICI Prudential Equity & Debt Fund has delivered 4.1% 1-year returns and 17.3% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is ICICI Prudential Equity & Debt Fund a good investment?
BullWiser rates ICICI Prudential Equity & Debt Fund as AVERAGE (Honest Score 6.4/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Aggressive Hybrid Fund category.
How does Direct Plan differ from Regular Plan for ICICI Prudential Equity & Debt Fund?
The Direct plan of ICICI Prudential Equity & Debt Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

See Full Analysis on BullWiser

NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.

Open in MF Analyser →
Browse Hybrid Scheme - Aggressive Hybrid Fund Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor. Honest Scores and verdicts are algorithmic assessments based on publicly available data. They are not buy/sell recommendations. Please consult a financial advisor before investing. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.