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) | ₹7413 Cr | ₹214 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 | 2.99% | 2.54% |
6 Month | 1.81% | 3.22% |
1 Year | 5.33% | 5.9% |
3 Year | 18.57% | 16.2% |
5 Year | 21.1% | 15.51% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | 9.09% | 6.43% |
1 Year | 11.76% | 11.75% |
3 Year | 16.84% | 13.67% |
5 Year | 16.49% | 12.2% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 11.72% | 11.67% |
3 Year | 13.31% | 10.13% |
5 Year | 12.91% | 10.27% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 10.76% | 9.10% |
Sharp | 1.06% | 0.98% |
Beta | 1.08% | 0.90% |
Alpha | 1.34% | 0.58% |
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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 | 26.18 | 32.6 |
Large Cap | 44.02 | 48.87 |
Small Cap | 8.32 | 7.64 |
Mid Cap | 21.48 | 10.9 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
PGIM India Aggressive Hybrid Equity Fund - Growth Option |
---|---|---|
Others | 24.88 | 31.84 |
Energy | 2.6 | 5.23 |
Technology | 10.62 | 8.34 |
Financial Services | 16.18 | 21.66 |
Consumer Cyclical | 7.42 | 7.44 |
Consumer Defensive | 4.04 | 4.97 |
Healthcare | 6.95 | 5.82 |
Real Estate | 1.43 | - |
Utilities | 2.62 | - |
Basic Materials | 7.9 | 3.21 |
Industrials | 10.83 | 7.2 |
Communication Services | 4.53 | 4.29 |
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