PGIM India Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹49112 Cr	₹6054 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	1.48	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

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	7.49%	5.91%
6 Month	-1.24%	-2.9%
1 Year	9.17%	8.98%
3 Year	17.69%	12.81%
5 Year	22.36%	23.58%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	2.93%	0.89%
1 Year	-0.38%	-2.41%
3 Year	15.09%	10.99%
5 Year	15.51%	12.66%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.91%	12.75%
3 Year	15.14%	12.71%
5 Year	15.31%	16.91%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	13.645%
Sharp	0.7%	0.146%
Beta	0.92%	0.89%
Alpha	0.98%	-3.956%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.41	3.03
Large Cap	69.35	60.97
Small Cap	4.68	10.58
Mid Cap	23.57	25.42

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.41	2.89
Telecom - Services	3.03	-
Petroleum Products	4.46	-
IT - Software	8.59	-
Retailing	2.38	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.89	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.83	-
Banks	23.16	-
Cement & Cement Products	6.37	-
Chemicals & Petrochemicals	6.69	-
Personal Products	0.59	-
Transport Services	3.62	-
Capital Markets	1.59	-
Gas	2.88	-
Electrical Equipment	1.67	-
Automobiles	3.24	-
Fertilizers & Agrochemicals	0.82	-
Insurance	0.63	-
Industrial Products	0.73	-
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Auto Components	3.78	-
Beverages	0.84	-
Finance	0.26	-
Ferrous Metals	3.53	-
Power	1.52	-
Energy	-	5.14
Industrials	-	13.21
Consumer Cyclical	-	12.31
Healthcare	-	11.42
Financial Services	-	26.09
Technology	-	12.4
Basic Materials	-	5.03
Consumer Defensive	-	5.38
Communication Services	-	4.14
Utilities	-	1.38
Real Estate	-	0.61