PGIM India Equity Savings Fund vs Kotak Equity Savings Fund compare

Kotak Equity Savings Fund - Regular - Growth

PGIM India Equity Savings Fund - Growth Option

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)	₹6052 Cr	₹93 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	11 Oct 2014	29 Jan 2004
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	1.81	1.31
Manager	Abhishek Bisen	Puneet Pal
ISIN Code	INF174K01C78	INF223J01FB7
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days./365	Nil/365

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
1 Month	1.43%	0.69%
6 Month	9.71%	5.07%
1 Year	21.04%	9.93%
3 Year	13%	6.75%
5 Year	12.28%	8.04%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
6 Month	-	-
1 Year	9.08%	4.33%
3 Year	22.75%	11.13%
5 Year	37.57%	21.77%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
1 Year	11.35%	7.8%
3 Year	28.85%	18.12%
5 Year	38.62%	22.84%

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
Standard Deviation	3.82%	2.06%
Sharp	1.46%	-0.01%
Beta	0.7%	0.39%
Alpha	3.58%	-1.3%

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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

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
Others	32.25	28.7
Large Cap	26.45	63.87
Mid Cap	3.01	7
Small Cap	6.32	0.43

Scheme Name	Kotak Equity Savings Fund - Regular - Growth	PGIM India Equity Savings Fund - Growth Option
Others	30.39	63.25
Telecom - Services	0.92	-
Petroleum Products	1.48	-
IT - Software	1.69	-
Pharmaceuticals & Biotechnology	0.53	-
Cement & Cement Products	-0.01	-
Personal Products	0.79	-
Construction	1.13	0.57
Ferrous Metals	0.44	-
Finance	1.79	-
Banks	9.25	-
Diversified FMCG	2.31	-
Non - Ferrous Metals	-0.01	-
Leisure Services	0.7	-
Aerospace & Defense	0	-
Realty	0	-
Insurance	1.68	0.52
Automobiles	4.32	-
Gas	1.05	-
Consumer Durables	1.43	-
Diversified Metals	-0.01	-
Oil	-0.01	-
Power	2.1	-
Entertainment	0.57	-
Metals & Minerals Trading	-0.01	-
Healthcare Services	0.24	-
Minerals & Mining	0	-
Fertilizers & Agrochemicals	0	-
Transport Services	0	-
Beverages	1.32	-
Transport Infrastructure	-0.02	-
Retailing	1.16	-
Capital Markets	1.13	-
Auto Components	0.94	-
Industrial Manufacturing	0.74	-
Healthcare	-	1.2
Materials	-	0.72
Financial	-	9.83
Capital Goods	-	0.81
Consumer Staples	-	0.79
Communication	-	0.86
Services	-	1.05
Metals & Mining	-	-0.089999999999999
Technology	-	1.54
Sovereign	-	15.5
Energy	-	1.46
Automobile	-	1.42
Consumer Discretionary	-	0.31
Diversified	-	0.26