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PGIM India Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | -3.68% | -4.11% |
| 6 Month | -10.72% | -6.81% |
| 1 Year | 5.86% | 5.48% |
| 3 Year | 12.75% | 10.53% |
| 5 Year | 17.56% | 12.81% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -9.13% | -5.24% |
| 1 Year | -12.88% | -8.01% |
| 3 Year | 10.27% | 8.5% |
| 5 Year | 13.76% | 9.67% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Equity Hybrid - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 30.39778 | 32.94598 |
| Large Cap | 39.14799 | 47.29828 |
| Small Cap | 8.75465 | 8.48465 |
| Mid Cap | 21.69959 | 11.27106 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 29.45522 | 32.94598 |
| Energy | 2.50217 | 4.81831 |
| Technology | 13.72469 | 11.67864 |
| Financial Services | 13.2205 | 20.19944 |
| Consumer Defensive | 4.52821 | 3.29453 |
| Industrials | 8.25894 | 8.46108 |
| Healthcare | 6.91049 | 5.97101 |
| Basic Materials | 9.30597 | 4.46296 |
| Real Estate | 1.36737 | - |
| Utilities | 3.38962 | - |
| Consumer Cyclical | 3.22009 | 4.2842 |
| Communication Services | 4.11674 | 3.88382 |
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