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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) | ₹10342 Cr | ₹604 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 | -0.31% | 0.3% |
| 6 Month | 11.41% | 11.52% |
| 1 Year | 1% | 0.65% |
| 3 Year | 15.23% | 12.87% |
| 5 Year | 18.69% | 15.39% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.39% | 2.81% |
| 1 Year | 7.16% | 7.93% |
| 3 Year | 14.81% | 11.77% |
| 5 Year | 14.85% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 15.4% | 14.66% |
| 3 Year | 13.97% | 12.17% |
| 5 Year | 13.86% | 12.58% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.14% | 12.21% |
| Sharp | 0.75% | 0.54% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.79% | -1.66% |
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 | 8.12 | 5.42 |
| Large Cap | 79.33 | 82 |
| Mid Cap | 8.03 | 12.58 |
| Small Cap | 4.52 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 4.16 | 2.03 |
| Communication Services | 3.79 | 4.52 |
| Energy | 7.94 | 7.93 |
| Technology | 9.89 | 9.21 |
| Consumer Cyclical | 12.58 | 14.51 |
| Industrials | 8.81 | 10.33 |
| Consumer Defensive | 7.35 | 6.43 |
| Basic Materials | 8.06 | 3.49 |
| Financial Services | 28.85 | 31.84 |
| Healthcare | 4.63 | 6.71 |
| Real Estate | 0.9 | 1.26 |
| Utilities | 3.04 | 1.75 |
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