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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) | ₹54083 Cr | ₹6193 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 | 3.59% | 3.08% |
| 6 Month | 8.6% | 8.08% |
| 1 Year | 8.8% | 6.59% |
| 3 Year | 16.52% | 13.58% |
| 5 Year | 19.53% | 18.81% |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.22% | 0.2% |
| 1 Year | 10.39% | 7.5% |
| 3 Year | 14.14% | 11.25% |
| 5 Year | 14.49% | 11.31% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.03% | 11.27% |
| 3 Year | 15.32% | 12.78% |
| 5 Year | 15.49% | 17.72% |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.26% | 12.48% |
| Sharp | 0.87% | 0.56% |
| Beta | 0.93% | 0.89% |
| Alpha | 1.21% | -1.38% |
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 | 5.01 | 7.43 |
| Large Cap | 67.6 | 57.83 |
| Mid Cap | 23.39 | 22.16 |
| Small Cap | 3.99 | 12.58 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
PGIM India Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.96 | 2.99 |
| Communication Services | 2.98 | 4.13 |
| Energy | 5.89 | 5.42 |
| Technology | 6.83 | 8.07 |
| Consumer Cyclical | 12.02 | 16.6 |
| Basic Materials | 14.66 | 4.36 |
| Healthcare | 3.09 | 10.79 |
| Industrials | 19.61 | 12.62 |
| Consumer Defensive | 2.25 | 4.78 |
| Financial Services | 26.21 | 27.9 |
| Utilities | 3.51 | 1.42 |
| Real Estate | - | 0.93 |
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