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PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Large Cap Fund - Growth

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tortoise-icon PGIM India Large Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹10427 Cr ₹593 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 2.54% 2.39%
6 Month 6.81% 5.07%
1 Year 7.21% 7.56%
3 Year 15.22% 11.84%
5 Year 18.27% 14.76%

SIP Return Analysis

Scheme Name Kotak Large Cap Fund - Growth PGIM India Large Cap Fund - Growth
6 Month 3.88% 3.16%
1 Year 14.77% 12.53%
3 Year 14.78% 11.24%
5 Year 14.4% 11.12%

Rolling Lumpsum Returns

Scheme Name Kotak Large Cap Fund - Growth PGIM India Large Cap Fund - Growth
1 Year 15.22% 14.43%
3 Year 14.04% 12.17%
5 Year 13.89% 12.64%

Risk Management

Scheme Name Kotak Large Cap Fund - Growth PGIM India Large Cap Fund - Growth
Standard Deviation 11.78% 11.77%
Sharp 0.72% 0.47%
Beta 0.95% 0.94%
Alpha 0.55% -2.30%

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 7.54 6.71
Large Cap 79.46 81.25
Mid Cap 7.67 12.04
Small Cap 5.33 -

Sector Allocation

Scheme Name

Kotak Large Cap Fund - Growth

PGIM India Large Cap Fund - Growth
Others 3.37 3.68
Communication Services 3.69 4.52
Energy 7.86 7.93
Technology 9.47 8.84
Consumer Cyclical 13.93 16.13
Industrials 8.79 10.7
Consumer Defensive 7.44 6.11
Basic Materials 8.12 3.48
Financial Services 28.87 30.3
Healthcare 4.43 5.3
Real Estate 0.86 1.19
Utilities 3.17 1.82

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