Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

Link copied to clipboard!

tortoise-icon Kotak Bluechip Fund - Growth

Invest Now

tortoise-icon PGIM India Large Cap Fund - Growth

Invest Now

Chart Comparison

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

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.25%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns6.29%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.89%

VS

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns6.39%

Compare Now

Nippon India Credit Risk Fund  - Growth Plan Nippon India Credit Risk Fund - Growth Plan

3Y Returns6.76%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns7.14%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.21%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.61%

Compare Now
Add to Cart Successfully