PGIM India Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹52972 Cr ₹6316 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2009 05 Feb 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 1.45 1.78
Manager Harsha Upadhyaya Puneet Pal
ISIN Code INF174K01336 INF663L01FJ3
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Month -5.4% -5.5%
6 Month 3.22% 6.51%
1 Year 25.89% 20.88%
3 Year 13.4% 7.49%
5 Year 15.93% 19.88%

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.99% 15.44%
3 Year 20.72% 15.69%
5 Year 19.77% 18.7%

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option
1 Year 12.66% 12.39%
3 Year 15.17% 13.3%
5 Year 15.25% 16.47%

Risk Management

Scheme Name Kotak Flexicap Fund - Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.26% 12.47%
Sharp 0.61% 0.48%
Beta 0.93% 0.9%
Alpha -0.3% -6.09%

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Fund Managers

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
Fund Manage 11 19
Kotak Flexicap Fund - Growth PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Others 1.66 4
Large Cap 73.16 65.23
Small Cap 5.26 8.8
Mid Cap 20.13 21.97

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

PGIM India Flexi Cap Fund - Regular Plan - Growth Option

Others 1.66 2.08
Telecom - Services 2.73 -
Petroleum Products 5.22 -
IT - Software 8.43 -
Pharmaceuticals & Biotechnology 3.6 -
Construction 5.22 3.2
Diversified FMCG 1.91 -
Non - Ferrous Metals 1.05 -
Banks 21.27 -
Cement & Cement Products 6.16 -
Chemicals & Petrochemicals 5.82 -
Personal Products 0.65 -
Transport Services 3.43 -
Capital Markets 1.06 -
Gas 3.29 -
Electrical Equipment 2.15 -
Automobiles 4.12 -
Fertilizers & Agrochemicals 0.65 -
Insurance 0.6 2.4
Industrial Products 0.86 -
Aerospace & Defense 5.65 -
Agricultural, Commercial & Construction Vehicles 0.65 -
Auto Components 5.08 -
Beverages 0.87 -
Finance 0.4 -
Ferrous Metals 3.75 -
Power 1.31 -
Retailing 2.62 -
Financial - 24.35
Energy - 8.06
Materials - 2.91
Healthcare - 9.22
Capital Goods - 8.98
Automobile - 9.39
Services - 9.56
Consumer Staples - 4.55
Technology - 6.52
Consumer Discretionary - 2.99
Communication - 1.85
Chemicals - 2.15
Diversified - 1.79

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