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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) | ₹11081 Cr | ₹605 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 | -0.83% | -1.02% |
| 6 Month | 2.27% | 1.18% |
| 1 Year | 7.79% | 6.94% |
| 3 Year | 15.86% | 12.11% |
| 5 Year | 15.42% | 11.84% |
SIP Return Analysis
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.88% | 2.01% |
| 1 Year | 13.39% | 10.97% |
| 3 Year | 13.71% | 10.3% |
| 5 Year | 13.9% | 10.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| 1 Year | 14.82% | 14.07% |
| 3 Year | 14.16% | 12.18% |
| 5 Year | 13.95% | 12.72% |
Risk Management
| Scheme Name | Kotak Large Cap Fund - Growth | PGIM India Large Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.55% | 11.66% |
| Sharp | 0.76% | 0.41% |
| Beta | 0.93% | 0.94% |
| Alpha | 1.53% | -2.40% |
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 | 8.65 | 7.31 |
| Large Cap | 79.22 | 81.07 |
| Mid Cap | 7.75 | 11.62 |
| Small Cap | 4.37 | - |
Sector Allocation
| Scheme Name |
Kotak Large Cap Fund - Growth |
PGIM India Large Cap Fund - Growth |
|---|---|---|
| Others | 2.97 | 1.64 |
| Communication Services | 3.89 | 4.96 |
| Energy | 8.22 | 8.93 |
| Technology | 9.64 | 9.64 |
| Consumer Cyclical | 13.07 | 14.93 |
| Industrials | 8.96 | 10.68 |
| Consumer Defensive | 7.46 | 5.64 |
| Basic Materials | 7.43 | 4.78 |
| Financial Services | 29.93 | 31.05 |
| Healthcare | 4.7 | 4.94 |
| Real Estate | 0.88 | 1.1 |
| Utilities | 2.85 | 1.71 |
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