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PGIM India Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹6399 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 04 Mar 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 16.04% | 135% |
| Expense Ratio | 1.46 | 1.78 |
| Manager | Harsha Upadhyaya | Puneet Pal |
| ISIN Code | INF174K01336 | INF663L01FJ3 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.75% | -1.62% |
| 6 Month | 1.67% | 2.13% |
| 1 Year | 5% | 1.08% |
| 3 Year | 15.75% | 12.13% |
| 5 Year | 15.68% | 14.6% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.3% | 0.69% |
| 1 Year | 14.43% | 11.81% |
| 3 Year | 14.69% | 11.81% |
| 5 Year | 14.71% | 11.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.89% | 10.7% |
| 3 Year | 15.46% | 12.81% |
| 5 Year | 15.56% | 17.66% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 12.40% |
| Sharp | 0.81% | 0.48% |
| Beta | 0.92% | 0.89% |
| Alpha | 0.98% | -1.68% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Puneet Pal |
| Total AUM | ₹139411 Cr | ₹20950 Cr |
| Funds Managed | 11 | 19 |
| Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.04 | 8.07 |
| Large Cap | 67.83 | 56.71 |
| Mid Cap | 23.15 | 21.09 |
| Small Cap | 2.98 | 14.13 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.34 | 2.51 |
| Communication Services | 3.18 | 4.22 |
| Energy | 6.05 | 5.15 |
| Technology | 6.88 | 7.82 |
| Consumer Cyclical | 11.92 | 15.93 |
| Basic Materials | 13.88 | 5.78 |
| Healthcare | 2.88 | 10.62 |
| Industrials | 18.75 | 12.8 |
| Consumer Defensive | 2.25 | 4.73 |
| Financial Services | 28.68 | 28.22 |
| Utilities | 3.2 | 1.32 |
| Real Estate | - | 0.9 |
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