PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
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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