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PGIM India Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon PGIM India Flexi Cap Fund - Regular Plan - Growth Option

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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

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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