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)	₹6042 Cr	₹218 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	29 Jan 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	1.78	2.34
Manager	Harsha Upadhyaya	Puneet Pal
ISIN Code	INF174K01E92	INF663L01HC4
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Month	1.28%	1.95%
6 Month	20.55%	11.96%
1 Year	33.82%	23.29%
3 Year	17.91%	10.02%
5 Year	20.58%	13.62%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	14.48%	9.41%
3 Year	31.88%	20.94%
5 Year	63.28%	39.48%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
1 Year	20.19%	14.25%
3 Year	49.37%	32.1%
5 Year	69.91%	44.95%

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	25.22	31.98
Large Cap	42.49	50.84
Small Cap	11.1	6.29
Mid Cap	20.5	10.89

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	25.12	1.7
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	4.12
Finance	6.56	-
Diversified FMCG	1.34	-
Banks	8.58	-
Pharmaceuticals & Biotechnology	4.09	-
Healthcare Services	1.36	-
Cement & Cement Products	1.67	-
Realty	1.8	-
Automobiles	2.53	-
Industrial Products	3.6	-
Gas	1.09	-
Electrical Equipment	0.88	-
Fertilizers & Agrochemicals	0.62	-
Consumer Durables	3.31	-
Transport Services	0.83	-
Aerospace & Defense	0.79	-
Oil	1.56	-
Auto Components	6.39	-
Chemicals & Petrochemicals	2.15	-
Telecom - Services	3.06	-
Power	2.47	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	0.97	2.23
Beverages	1.27	-
Financial	-	29.49
Sovereign	-	18.18
Energy	-	6.19
Services	-	6.13
Healthcare	-	3.99
Capital Goods	-	5.99
Automobile	-	4.35
Consumer Staples	-	3.84
Consumer Discretionary	-	1.67
Communication	-	3.36
Technology	-	3.86
Materials	-	2.4
Diversified	-	0.9
Metals & Mining	-	0.66
Chemicals	-	0.94