PGIM India Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Large Cap Fund - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Fund | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹10138 Cr | ₹600 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 | 1.74 | 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 Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Month | 3.2% | 3.27% |
6 Month | 4.6% | 4.36% |
1 Year | 4.29% | 3.92% |
3 Year | 19.52% | 16.58% |
5 Year | 20.84% | 17.33% |
SIP Return Analysis
Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | 9.19% | 8.26% |
1 Year | 12.67% | 11.63% |
3 Year | 16.98% | 13.17% |
5 Year | 16.29% | 12.73% |
Rolling Lumpsum Returns
Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
1 Year | 15.64% | 14.88% |
3 Year | 13.9% | 12.11% |
5 Year | 13.8% | 12.51% |
Risk Management
Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.59% | 12.59% |
Sharp | 1.00% | 0.78% |
Beta | 0.94% | 0.93% |
Alpha | 0.50% | -2.13% |
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Fund Managers
Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
Name | Harsha Upadhyaya | Bhupesh Kalyani |
Total AUM | ₹139411 Cr | ₹2742 Cr |
Funds Managed | 11 | 13 |
Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
Market Cap
Scheme Name |
Kotak Large Cap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 6.01 | 2.14 |
Large Cap | 81.97 | 85.83 |
Mid Cap | 7.63 | 12.03 |
Small Cap | 4.39 | - |
Sector Allocation
Scheme Name |
Kotak Large Cap Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 4.58 | 2.14 |
Communication Services | 3.62 | 4.42 |
Energy | 7.79 | 8.16 |
Technology | 11.2 | 11 |
Consumer Cyclical | 12.19 | 13.32 |
Healthcare | 3.73 | 6.64 |
Industrials | 8.96 | 9.93 |
Consumer Defensive | 7.39 | 6.36 |
Basic Materials | 7.72 | 3.99 |
Financial Services | 28.19 | 31.52 |
Real Estate | 0.85 | 0.75 |
Utilities | 3.79 | 1.76 |
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