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)	₹6509 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	1.77	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	-4.49%	-2.98%
6 Month	8.27%	5.54%
1 Year	25.73%	17.01%
3 Year	13.64%	6.74%
5 Year	17.65%	11.37%

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	22.94%	12.78%
3 Year	20.62%	13.9%
5 Year	20.36%	13.39%

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	26.45	31.98
Large Cap	40.68	50.84
Small Cap	10.92	6.29
Mid Cap	21.53	10.89

Scheme Name	Kotak Equity Hybrid - Growth	PGIM India Hybrid Equity Fund - Growth Option
Others	26.45	1.7
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	4.12
Finance	5.82	-
Diversified FMCG	0.69	-
Banks	6.76	-
Pharmaceuticals & Biotechnology	4.51	-
Healthcare Services	1.91	-
Cement & Cement Products	2.12	-
Realty	1.58	-
Automobiles	1.02	-
Industrial Products	3.18	-
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	-
Consumer Durables	2.79	-
Transport Services	0.77	-
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	-
Auto Components	4.1	-
Telecom - Services	3.26	-
Power	2.74	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	2.23
Beverages	1.43	-
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