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	6.74%	7.1%
6 Month	-4.41%	-5.38%
1 Year	8.57%	7.95%
3 Year	14.02%	9.21%
5 Year	21.83%	23.82%

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
6 Month	1.43%	0.58%
1 Year	-2.08%	-1.48%
3 Year	15.41%	12.08%
5 Year	16.01%	13.84%

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	0.5%	0.146%
Beta	0.93%	0.89%
Alpha	0.59%	-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	2.55	3.03
Large Cap	69.56	60.97
Small Cap	4.4	10.58
Mid Cap	23.49	25.42

Scheme Name	Kotak Flexicap Fund - Growth	PGIM India Flexi Cap Fund - Regular Plan - Growth Option
Others	2.55	2.89
Telecom - Services	2.97	-
Petroleum Products	4.38	-
IT - Software	9.57	-
Retailing	2.8	-
Pharmaceuticals and Biotechnology	2.03	-
Construction	4.77	-
Diversified FMCG	1.25	-
Non - Ferrous Metals	0.84	-
Banks	22.97	-
Pharmaceuticals & Biotechnology	1.49	-
Cement & Cement Products	0.8	-
Chemicals and Petrochemicals	6.41	-
Personal Products	0.55	-
Transport Services	3.46	-
Capital Markets	1.62	-
Gas	2.91	-
Electrical Equipment	1.61	-
Automobiles	3.56	-
Fertilizers & Agrochemicals	0.77	-
Insurance	0.59	-
Industrial Products	0.74	-
Aerospace and Defense	0.33	-
Agricultural, Commercial & Construction Vehicles	0.51	-
Aerospace & Defense	5.26	-
Cement and Cement Products	5.34	-
Auto Components	3.78	-
Beverages	0.89	-
Finance	0.26	-
Ferrous Metals	3.58	-
Power	1.41	-
Energy	-	5.14
Industrials	-	13.21
Consumer Cyclical	-	12.31
Healthcare	-	11.42
Financial Services	-	26.09
Technology	-	12.4
Basic Materials	-	5.03
Consumer Defensive	-	5.38
Communication Services	-	4.14
Utilities	-	1.38
Real Estate	-	0.61