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PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
PGIM India Aggressive Hybrid Equity Fund - Growth Option
Chart Comparison
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) | ₹7864 Cr | ₹217 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 | -1.69% | -1.3% |
| 6 Month | 14.08% | 9.5% |
| 1 Year | -0.48% | 2.42% |
| 3 Year | 14.69% | 12.61% |
| 5 Year | 18.46% | 13.43% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 1.89% | 1.17% |
| 1 Year | 5.29% | 5.57% |
| 3 Year | 13.7% | 11.23% |
| 5 Year | 14.46% | 10.78% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.41% | 11.43% |
| 3 Year | 13.62% | 10.24% |
| 5 Year | 13.05% | 10.31% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 10.48% | 8.76% |
| Sharp | 0.87% | 0.77% |
| Beta | 1.10% | 0.90% |
| Alpha | 1.92% | 0.88% |
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 | 31 | 32.67 |
| Large Cap | 38.92 | 48.22 |
| Small Cap | 7.52 | 8.06 |
| Mid Cap | 22.56 | 11.05 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 26.64 | 30.73 |
| Communication Services | 3 | 4.37 |
| Energy | 2.51 | 5.06 |
| Technology | 9.99 | 8.08 |
| Financial Services | 16.22 | 21.9 |
| Consumer Cyclical | 8.45 | 8.03 |
| Consumer Defensive | 3.13 | 4.67 |
| Healthcare | 7.16 | 5.67 |
| Real Estate | 1.44 | 0.71 |
| Industrials | 11.11 | 7.86 |
| Basic Materials | 8.08 | 2.93 |
| Utilities | 2.28 | - |
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