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PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon PGIM India Hybrid Equity Fund - Growth Option

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
Fund Kotak Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹209 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 Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
1 Month -4.93% -1.65%
6 Month -7.55% -1.69%
1 Year 8.61% 9.16%
3 Year 12.29% 9.59%
5 Year 15.63% 11.27%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
6 Month - -
1 Year -4.28% 2.17%
3 Year 12.61% 11.59%
5 Year 15.41% 11.75%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
1 Year 12.18% 11.92%
3 Year 13.43% 10.08%
5 Year 12.72% 10.2%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation 8.13% 9.33%
Sharp 1.25% 0.37%
Beta 0.9% 0.96%
Alpha 5.28% -2.57%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

PGIM India Hybrid Equity Fund - Growth Option

Others 26.15 33.95
Large Cap 39.58 46.39
Small Cap 10.97 5.65
Mid Cap 22.74 14.01

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

PGIM India Hybrid Equity Fund - Growth Option

Others 26.15 33.95
Petroleum Products 1.96 4.52
IT - Software 13.69 8.13
Capital Markets 1.06 2.06
Personal Products 1.81 -
Construction 3.33 2.61
Finance 5.7 3.4
Diversified FMCG 0.6 -
Banks 6.91 14.09
Pharmaceuticals & Biotechnology 4.48 1.65
Healthcare Services 1.97 2.57
Cement & Cement Products 2.03 2.65
Realty 1.58 0.73
Automobiles 0.91 0.72
Gas 0.91 -
Electrical Equipment 2.09 0.83
Fertilizers & Agrochemicals 0.59 -
Industrial Products 3.16 -
Consumer Durables 2.57 4.51
Transport Services 0.78 1.35
Aerospace & Defense 0.67 1.12
Oil 0.79 -
Chemicals & Petrochemicals 3.62 2.14
Telecom - Services 3.61 3.33
Auto Components 3.17 1.65
Power 2.57 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 2.13
Beverages 1.32 3.53
Household Products - 1.24
Retailing - 1.09

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