PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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PGIM India Aggressive 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 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)	₹8402 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month	-1.11%	0.11%
6 Month	3.43%	3.26%
1 Year	1.1%	3.55%
3 Year	14.18%	11.23%
5 Year	16.12%	11.55%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	0.86%	1.06%
1 Year	10.93%	8.71%
3 Year	13.12%	10.68%
5 Year	13.58%	10.26%

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%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	8.13%	8.48%
Sharp	0.82%	0.66%
Beta	1.37%	0.88%
Alpha	1.76%	0.15%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	21.79	35.42
Large Cap	48.95	45.88
Small Cap	8.48	8
Mid Cap	20.78	10.69

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	21.5	32.45
Telecom - Services	3.02	-
Petroleum Products	1.91	-
IT - Software	8.36	-
Capital Markets	1.35	-
Retailing	5.1	-
Finance	9.97	-
Healthcare Services	4.26	-
Banks	9.95	-
Pharmaceuticals & Biotechnology	2.77	-
Realty	1.44	-
Automobiles	1.12	-
Diversified FMCG	1.08	-
Consumer Durables	3.53	-
Electrical Equipment	3.57	-
Aerospace & Defense	2.16	-
Oil	0.57	-
Construction	1.25	-
Chemicals & Petrochemicals	3.32	-
Auto Components	1.75	-
Industrial Products	1.07	-
Cement & Cement Products	3.55	-
Personal Products	0.67	-
Fertilizers & Agrochemicals	0.92	-
Power	2.15	-
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	-
Beverages	1.2	-
Energy	-	5.28
Technology	-	8.16
Industrials	-	7.45
Consumer Cyclical	-	8.52
Healthcare	-	5.33
Financial Services	-	21.16
Basic Materials	-	2.68
Consumer Defensive	-	3.65
Communication Services	-	4.57
Real Estate	-	0.74