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)	₹7808 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month	1.71%	2.01%
6 Month	5.93%	6.01%
1 Year	3.91%	5.34%
3 Year	17.89%	15.6%
5 Year	20.92%	15.25%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	7.84%	5.3%
1 Year	9.68%	9.75%
3 Year	16.08%	13.07%
5 Year	15.99%	11.84%

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%

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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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	26.18	32.6
Large Cap	44.02	48.87
Small Cap	8.32	7.64
Mid Cap	21.48	10.9

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