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) | ₹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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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% |
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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 | 2.41 | 3.03 |
Large Cap | 69.35 | 60.97 |
Small Cap | 4.68 | 10.58 |
Mid Cap | 23.57 | 25.42 |
Sector Allocation
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 |
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