PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Fund	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹209 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	05 Feb 2004
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	62%
Expense Ratio	1.77	2.33
Manager	Harsha Upadhyaya	Puneet Pal
ISIN Code	INF174K01E92	INF663L01HC4
Exits Load	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Month	2.46%	3.4%
6 Month	5.47%	4.34%
1 Year	22.55%	15.06%
3 Year	15.89%	9.4%
5 Year	18.08%	11.89%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	18.57%	14.93%
3 Year	20.2%	15.49%
5 Year	20.17%	14.37%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Year	11.72%	11.69%
3 Year	12.54%	10.22%
5 Year	12.51%	10.13%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	8.13%	9.33%
Sharp	1.25%	0.37%
Beta	0.9%	0.96%
Alpha	5.28%	-2.57%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Name	Harsha Upadhyaya	Puneet Pal
Total AUM	₹139411 Cr	₹20950 Cr
Fund Manage	11	19
	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.15	33.95
Large Cap	39.58	46.39
Small Cap	10.97	5.65
Mid Cap	22.74	14.01

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.15	33.95
Petroleum Products	1.96	4.52
IT - Software	13.69	8.13
Capital Markets	1.06	2.06
Personal Products	1.81	-
Construction	3.33	2.61
Finance	5.7	3.4
Diversified FMCG	0.6	-
Banks	6.91	14.09
Pharmaceuticals & Biotechnology	4.48	1.65
Healthcare Services	1.97	2.57
Cement & Cement Products	2.03	2.65
Realty	1.58	0.73
Automobiles	0.91	0.72
Gas	0.91	-
Electrical Equipment	2.09	0.83
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	-
Consumer Durables	2.57	4.51
Transport Services	0.78	1.35
Aerospace & Defense	0.67	1.12
Oil	0.79	-
Chemicals & Petrochemicals	3.62	2.14
Telecom - Services	3.61	3.33
Auto Components	3.17	1.65
Power	2.57	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	2.13
Beverages	1.32	3.53
Household Products	-	1.24
Retailing	-	1.09