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PGIM India Equity Savings Fund vs Kotak Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹8177 Cr | ₹90 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 14 Feb 2025 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 69% |
| Expense Ratio | 1.76 | 1.32 |
| Manager | Abhishek Bisen | Puneet Pal |
| ISIN Code | INF174K01C78 | INF223J01FB7 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Month | -1.01% | -0.23% |
| 6 Month | -3.92% | 0.36% |
| 1 Year | 4.73% | 5.61% |
| 3 Year | 10.11% | 6.32% |
| 5 Year | 11.2% | 8.19% |
SIP Return Analysis
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | -2.99% | -0.21% |
| 1 Year | -3.15% | 2.56% |
| 3 Year | 8.94% | 6.27% |
| 5 Year | 9.9% | 7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.74% | 7.48% |
| 3 Year | 8.81% | 7.33% |
| 5 Year | 8.68% | 7.5% |
Risk Management
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 5.035% | 2.237% |
| Sharp | 0.584% | -0.182% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Name | Abhishek Bisen | Puneet Pal |
| Total AUM | ₹0 Cr | ₹20950 Cr |
| Fund Manage | 33 | 19 |
| Kotak Equity Savings Fund - Regular - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 33.25117 | 31.03452 |
| Large Cap | 49.67441 | 62.75257 |
| Small Cap | 7.96069 | 0.46396 |
| Mid Cap | 9.11376 | 5.74891 |
Sector Allocation
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 32.97125 | 30.87215 |
| Communication Services | 9.32152 | 1.81482 |
| Energy | 4.4888 | 9.36542 |
| Technology | 3.53791 | 2.57779 |
| Consumer Cyclical | 11.11214 | 6.07838 |
| Healthcare | 1.04406 | 1.31527 |
| Consumer Defensive | 5.04428 | 1.15247 |
| Industrials | 5.06006 | 7.21155 |
| Financial Services | 14.57147 | 23.39833 |
| Basic Materials | 6.1844 | 16.21378 |
| Utilities | 6.35744 | - |
| Real Estate | 0.3067 | - |
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