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PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

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tortoise-icon Kotak Bluechip Fund - Growth

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tortoise-icon PGIM India Large Cap Fund - Growth

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Chart Comparison

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

Overview

Scheme Name Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
Fund Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹9268 Cr ₹571 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Dec 1998 30 Jan 2003
Category Large Cap Large Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over 14.49% 34%
Expense Ratio 1.74 2.38
Manager Harsha Upadhyaya Bhupesh Kalyani
ISIN Code INF174K01153 INF663L01GW4
Exits Load Kotak Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Large Cap 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 Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
1 Month -2.04% -1.49%
6 Month -9.04% -9.4%
1 Year 6.3% 2.65%
3 Year 12% 9.24%
5 Year 14.99% 11.33%

SIP Return Analysis

Scheme Name Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
6 Month - -
1 Year -6.59% -8.18%
3 Year 12.45% 8.67%
5 Year 15.23% 11.36%

Rolling Lumpsum Returns

Scheme Name Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
1 Year 15.88% 15.21%
3 Year 13.9% 12.15%
5 Year 13.72% 12.48%

Risk Management

Scheme Name Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
Standard Deviation 12.419% 12.282%
Sharp 0.522% 0.307%
Beta 0.925% 0.904%
Alpha -0.21% -2.752%

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Fund Managers

Scheme Name Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth
Name Harsha Upadhyaya Bhupesh Kalyani
Total AUM ₹139411 Cr ₹2742 Cr
Fund Manage 11 13
Kotak Bluechip Fund - Growth PGIM India Large Cap Fund - Growth

Market Cap

Scheme Name

Kotak Bluechip Fund - Growth

PGIM India Large Cap Fund - Growth

Others 4.34 2.48
Large Cap 83.85 86.75
Mid Cap 10.08 10.77
Small Cap 2.4 -

Sector Allocation

Scheme Name

Kotak Bluechip Fund - Growth

PGIM India Large Cap Fund - Growth

Others 4.34 2.48
Telecom - Services 3.35 4.14
Petroleum Products 6.45 7.27
IT - Software 12.16 12.53
Pharmaceuticals & Biotechnology 3.05 5.41
Construction 3.88 3.42
Retailing 2.63 3.37
Diversified FMCG 5.39 1.31
Non - Ferrous Metals 0.91 -
Banks 21.49 21.93
Aerospace & Defense 0.75 1.08
Cement & Cement Products 2.09 2.41
Ferrous Metals 1.18 -
Pharmaceuticals and Biotechnology 0.46 -
Realty 1.18 0.5
Automobiles 6.74 5.64
Personal Products 1.6 -
Finance 3.96 6.57
Fertilizers & Agrochemicals 1.3 -
Gas 0.86 -
Consumer Durables 2.1 5.39
Industrial Products 0.92 1
Auto Components 4.76 -
Chemicals & Petrochemicals 1.21 0.96
Healthcare Services 0.53 -
Transport Services 1.61 2.4
Power 3.84 2.2
Insurance 0.62 3.15
Beverages 1.31 4.25
Leisure Services - 0.8
Food Products - 1.79

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