PGIM India Equity Savings Fund vs Kotak Equity Savings Fund compare

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tortoise-icon Kotak Equity Savings Fund - Regular - Growth

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

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

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) ₹7804 Cr ₹90 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 13 Oct 2014 05 Feb 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 1.77 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 1.9% 0.77%
6 Month 3.15% 2.88%
1 Year 12.73% 7.71%
3 Year 11.52% 6.23%
5 Year 11.12% 7.11%

SIP Return Analysis

Scheme Name Kotak Equity Savings Fund - Regular - Growth PGIM India Equity Savings Fund - Growth Option
6 Month - -
1 Year 9.66% 6.51%
3 Year 13.17% 7.35%
5 Year 12.48% 7.91%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Savings Fund - Regular - Growth PGIM India Equity Savings Fund - Growth Option
1 Year 8.66% 7.47%
3 Year 8.72% 7.35%
5 Year 8.63% 7.53%

Risk Management

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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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 31.03 32.37
Large Cap 24.13 61.17
Mid Cap 6.24 6.06
Small Cap 8.75 0.4

Sector Allocation

Scheme Name

Kotak Equity Savings Fund - Regular - Growth

PGIM India Equity Savings Fund - Growth Option

Others 31.03 32.37
Telecom - Services 0.79 1.4
Petroleum Products 1.32 6.46
IT - Software 4.02 2.06
Pharmaceuticals & Biotechnology 0 0.66
Cement & Cement Products -0.01 6.95
Personal Products 0.9 2.26
Construction 0.95 0.58
Ferrous Metals 0 11.63
Finance 1.88 8.45
Banks 5.45 12.08
Retailing 2.51 0.31
Diversified FMCG 2.33 -
Non - Ferrous Metals -0.01 0.32
Leisure Services 1.32 -
Aerospace & Defense -0.01 0.15
Chemicals & Petrochemicals 0.74 0.22
Realty -0.01 -
Insurance 1 0.76
Automobiles 6.26 1.15
Gas 1.71 -
Consumer Durables 1.5 4.45
Diversified Metals -0.0099999999999998 -
Oil -0.01 -
Power 2.03 -
Electrical Equipment 0.14 -
Metals & Minerals Trading -0.01 -
Entertainment 0.47 -
Healthcare Services 0.21 0.31
Capital Markets 1.2 -
Minerals & Mining 0 2.68
Fertilizers & Agrochemicals 0 -
Transport Services 0.45 0.29
Transport Infrastructure -0.02 3.07
Auto Components 0.46 -
Beverages 1.11 0.95
Industrial Manufacturing 0.46 -
IT - Services - 0.11
Food Products - 0.16
Industrial Products - 0.17

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