PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Fund	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹8462 Cr	₹216 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	05 Feb 2004
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	62%
Expense Ratio	1.77	2.33
Manager	Harsha Upadhyaya	Puneet Pal
ISIN Code	INF174K01E92	INF663L01HC4
Exits Load	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Hybrid Equity 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 Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month	-1.65%	-1.31%
6 Month	1.97%	1.76%
1 Year	0.72%	2.01%
3 Year	14.12%	11.11%
5 Year	15.39%	10.67%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	0.3%	0.22%
1 Year	10.78%	7.57%
3 Year	12.88%	10.17%
5 Year	13.41%	9.98%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year	10.83%	11.09%
3 Year	14.35%	10.4%
5 Year	13.21%	10.44%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	8.13%	8.44%
Sharp	0.82%	0.59%
Beta	1.37%	0.88%
Alpha	1.76%	-

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Name	Harsha Upadhyaya	Puneet Pal
Total AUM	₹139411 Cr	₹20950 Cr
Funds Managed	11	19
	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	30.45	35.67
Large Cap	39.65	46.17
Small Cap	6.81	7.72
Mid Cap	23.09	10.44

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	23.16	32.72
Communication Services	3.26	4.61
Energy	1.93	5.48
Technology	10.01	8.08
Financial Services	22.32	21.29
Consumer Cyclical	7.66	8.51
Healthcare	6.89	5.14
Real Estate	1.45	0.7
Consumer Defensive	2.9	3.6
Industrials	11.12	7.31
Basic Materials	8.43	2.56
Utilities	0.88	-

Top Comparisons

Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option

3Y Returns7.27%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns7.14%

Compare Now

FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.45%

VS

Invesco India Money Market Fund - Growth

3Y Returns7.21%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns33.32%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now

Mahindra Manulife Liquid Fund - Regular Plan - Growth

3Y Returns6.97%

VS

Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns7%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully