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PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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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