PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

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Kotak Large Cap Fund - Growth

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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)	₹10900 Cr	₹609 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	1.53%	0.95%
6 Month	5.3%	5.09%
1 Year	7.58%	7.44%
3 Year	15.32%	11.53%
5 Year	16.9%	13.33%

SIP Return Analysis

Scheme Name	Kotak Large Cap Fund - Growth	PGIM India Large Cap Fund - Growth
6 Month	3.05%	2.01%
1 Year	14.67%	12.3%
3 Year	14.89%	11.3%
5 Year	14.56%	11.25%

Rolling Lumpsum Returns

Scheme Name	Kotak Large Cap Fund - Growth	PGIM India Large Cap Fund - Growth
1 Year	14.87%	14.13%
3 Year	14.13%	12.2%
5 Year	13.94%	12.72%

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	8.46	8.12
Large Cap	78.67	79.59
Mid Cap	7.85	12.29
Small Cap	5.03	-

Sector Allocation

Scheme Name	Kotak Large Cap Fund - Growth	PGIM India Large Cap Fund - Growth
Others	3.38	2.47
Communication Services	3.87	4.81
Energy	7.96	8.41
Technology	9.76	9.65
Consumer Cyclical	13.03	15.09
Industrials	9.01	10.68
Consumer Defensive	7.46	5.87
Basic Materials	7.89	3.94
Financial Services	29.31	31.04
Healthcare	4.39	4.94
Real Estate	0.91	1.34
Utilities	3.01	1.75

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