PGIM India Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Fund | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Low to Moderate |
Asset Size (Cr) | ₹8177 Cr | ₹90 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 13 Oct 2014 | 14 Feb 2025 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 492.24% | 69% |
Expense Ratio | 1.76 | 1.32 |
Manager | Abhishek Bisen | Puneet Pal |
ISIN Code | INF174K01C78 | INF223J01FB7 |
Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Month | 2.04% | 1.27% |
6 Month | 1.45% | 3.05% |
1 Year | 6.69% | 6.97% |
3 Year | 10.89% | 6.79% |
5 Year | 12.14% | 9.37% |
SIP Return Analysis
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
6 Month | 1.8% | 2.16% |
1 Year | 3.33% | 6.15% |
3 Year | 10.87% | 7.49% |
5 Year | 10.91% | 7.6% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
1 Year | 8.74% | 7.48% |
3 Year | 8.81% | 7.33% |
5 Year | 8.68% | 7.5% |
Risk Management
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Standard Deviation | 5.035% | 2.237% |
Sharp | 0.584% | -0.182% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Name | Abhishek Bisen | Puneet Pal |
Total AUM | ₹0 Cr | ₹20950 Cr |
Funds Managed | 33 | 19 |
Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 33.25 | 31.03 |
Large Cap | 49.67 | 62.75 |
Small Cap | 7.96 | 0.46 |
Mid Cap | 9.11 | 5.75 |
Sector Allocation
Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
---|---|---|
Others | 32.97 | 30.87 |
Communication Services | 9.32 | 1.81 |
Energy | 4.49 | 9.37 |
Technology | 3.54 | 2.58 |
Consumer Cyclical | 11.11 | 6.08 |
Healthcare | 1.04 | 1.32 |
Consumer Defensive | 5.04 | 1.15 |
Industrials | 5.06 | 7.21 |
Financial Services | 14.57 | 23.4 |
Basic Materials | 6.18 | 16.21 |
Utilities | 6.36 | - |
Real Estate | 0.31 | - |
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