PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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PGIM India Hybrid Equity Fund - Growth Option

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Chart Comparison

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

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	5.42%	4.96%
6 Month	-6.84%	-0.75%
1 Year	10.56%	9.81%
3 Year	12.56%	10.59%
5 Year	21.47%	16.68%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-4.34%	-2.11%
1 Year	-9.45%	-3.6%
3 Year	11.24%	9.84%
5 Year	13.84%	10.15%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Year	12.18%	11.92%
3 Year	13.43%	10.08%
5 Year	12.72%	10.2%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	10.787%	9.745%
Sharp	0.49%	0.358%
Beta	1.055%	0.94%
Alpha	0.867%	-0.447%

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Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Name	Harsha Upadhyaya	Puneet Pal
Total AUM	₹139411 Cr	₹20950 Cr
Funds Managed	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	30.4	32.95
Large Cap	39.15	47.3
Small Cap	8.75	8.48
Mid Cap	21.7	11.27

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	29.46	32.95
Energy	2.5	4.82
Technology	13.72	11.68
Financial Services	13.22	20.2
Consumer Defensive	4.53	3.29
Industrials	8.26	8.46
Healthcare	6.91	5.97
Basic Materials	9.31	4.46
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	4.28
Communication Services	4.12	3.88