PGIM India Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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PGIM India Flexi Cap Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Fund	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹6054 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	04 Mar 2015
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	16.04%	135%
Expense Ratio	1.48	1.78
Manager	Harsha Upadhyaya	Puneet Pal
ISIN Code	INF174K01336	INF663L01FJ3
Exits Load	Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Flexi Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month	8.09%	7.17%
6 Month	-9.77%	-11.31%
1 Year	8.31%	6.72%
3 Year	14.9%	9.73%
5 Year	23.53%	26.27%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-2.11%	-3.89%
1 Year	-5.77%	-5.95%
3 Year	14.87%	11%
5 Year	16%	13.68%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year	12.91%	12.75%
3 Year	15.14%	12.71%
5 Year	15.31%	16.91%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.26%	13.645%
Sharp	0.49%	0.146%
Beta	0.91%	0.89%
Alpha	0.38%	-3.956%

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Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Puneet Pal
Total AUM	₹139411 Cr	₹20950 Cr
Funds Managed	11	19
	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.34	3.03
Large Cap	69.17	60.97
Small Cap	5.12	10.58
Mid Cap	23.37	25.42

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.02	2.89
Communication Services	2.84	4.14
Energy	6.04	5.14
Technology	9.93	12.4
Consumer Cyclical	10.48	12.31
Healthcare	3.47	11.42
Industrials	21.55	13.21
Consumer Defensive	2.78	5.38
Basic Materials	13.78	5.03
Financial Services	24.22	26.09
Utilities	2.87	1.38
Real Estate	-	0.61