PGIM India Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Fund | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹9327 Cr | ₹587 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Dec 1998 | 30 Jan 2003 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 14.49% | 34% |
Expense Ratio | 1.75 | 2.38 |
Manager | Harsha Upadhyaya | Bhupesh Kalyani |
ISIN Code | INF174K01153 | INF663L01GW4 |
Exits Load | Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large Cap 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 Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Month | -2.84% | -2.13% |
6 Month | -6.45% | -5.8% |
1 Year | 8.81% | 6.02% |
3 Year | 11.85% | 9.17% |
5 Year | 15.3% | 11.77% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 0.61% | -0.26% |
3 Year | 15.12% | 11.57% |
5 Year | 16.46% | 12.7% |
Rolling Lumpsum Returns
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 15.88% | 15.21% |
3 Year | 13.9% | 12.15% |
5 Year | 13.72% | 12.48% |
Risk Management
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 11.55% | 11.54% |
Sharp | 0.54% | 0.59% |
Beta | 0.9% | 0.87% |
Alpha | 1.13% | -3.08% |
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Fund Managers
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Name | Harsha Upadhyaya | Bhupesh Kalyani |
Total AUM | ₹139411 Cr | ₹2742 Cr |
Fund Manage | 11 | 13 |
Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
Kotak Bluechip Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 4.34 | 2.48 |
Large Cap | 83.85 | 86.75 |
Mid Cap | 10.08 | 10.77 |
Small Cap | 2.4 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 4.34 | 2.48 |
Telecom - Services | 3.35 | 4.14 |
Petroleum Products | 6.45 | 7.27 |
IT - Software | 12.16 | 12.53 |
Pharmaceuticals & Biotechnology | 3.05 | 5.41 |
Construction | 3.88 | 3.42 |
Retailing | 2.63 | 3.37 |
Diversified FMCG | 5.39 | 1.31 |
Non - Ferrous Metals | 0.91 | - |
Banks | 21.49 | 21.93 |
Aerospace & Defense | 0.75 | 1.08 |
Cement & Cement Products | 2.09 | 2.41 |
Ferrous Metals | 1.18 | - |
Pharmaceuticals and Biotechnology | 0.46 | - |
Realty | 1.18 | 0.5 |
Automobiles | 6.74 | 5.64 |
Personal Products | 1.6 | - |
Finance | 3.96 | 6.57 |
Fertilizers & Agrochemicals | 1.3 | - |
Gas | 0.86 | - |
Consumer Durables | 2.1 | 5.39 |
Industrial Products | 0.92 | 1 |
Auto Components | 4.76 | - |
Chemicals & Petrochemicals | 1.21 | 0.96 |
Healthcare Services | 0.53 | - |
Transport Services | 1.61 | 2.4 |
Power | 3.84 | 2.2 |
Insurance | 0.62 | 3.15 |
Beverages | 1.31 | 4.25 |
Leisure Services | - | 0.8 |
Food Products | - | 1.79 |
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