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 Risk	Very High Risk
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	-2.76%	-2.8%
6 Month	-9.52%	-9.17%
1 Year	6.96%	4.23%
3 Year	13.18%	8.26%
5 Year	14.16%	17.25%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.99%	-7.13%
3 Year	13.12%	9.49%
5 Year	15.52%	14.07%

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%	13.337%
Sharp	0.54%	0.197%
Beta	0.92%	0.903%
Alpha	-0.04%	-4.631%

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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
Fund Manage	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	1.49	1.41
Large Cap	73.11	59.95
Small Cap	5.88	10.35
Mid Cap	19.68	28.29

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	1.49	1.41
Telecom - Services	2.74	2.67
Petroleum Products	4.65	3.81
IT - Software	8.68	9.29
Pharmaceuticals & Biotechnology	3.59	5.46
Construction	5.35	1.97
Diversified FMCG	1.78	-
Non - Ferrous Metals	1.02	-
Banks	22.27	16.26
Cement & Cement Products	6.13	1.92
Chemicals & Petrochemicals	5.64	3.18
Automobiles	4	4.72
Personal Products	0.63	0.6
Transport Services	3.16	2.36
Capital Markets	1.49	3.83
Gas	3.09	0.87
Electrical Equipment	2.21	1.68
Fertilizers & Agrochemicals	0.77	1.19
Insurance	0.68	3
Industrial Products	0.81	2.19
Aerospace & Defense	6	1.22
Agricultural, Commercial & Construction Vehicles	0.76	-
Auto Components	4.86	2.98
Beverages	0.79	4.46
Finance	0.37	5.13
Ferrous Metals	3.46	-
Power	1.27	1.66
Retailing	2.47	4.7
Industrial Manufacturing	-	0.72
Healthcare Services	-	4.28
Consumer Durables	-	6.69
Food Products	-	1.16
Realty	-	0.59