PGIM India Large Cap Fund vs Kotak Bluechip Fund compare
Kotak Bluechip Fund - Growth
PGIM India Large Cap Fund - Growth
Chart Comparison
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 | Very High |
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 | 6.36% | 6.66% |
6 Month | -10.61% | -10.23% |
1 Year | 6.39% | 2.86% |
3 Year | 12.22% | 10% |
5 Year | 24.35% | 20.27% |
SIP Return Analysis
Scheme Name | Kotak Bluechip Fund - Growth | PGIM India Large Cap Fund - Growth |
---|---|---|
6 Month | -2.82% | -2.03% |
1 Year | -5.39% | -5.4% |
3 Year | 13.77% | 10.17% |
5 Year | 15.3% | 11.71% |
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 | 12.859% | 12.538% |
Sharp | 0.434% | 0.258% |
Beta | 0.925% | 0.895% |
Alpha | 0.048% | -2.119% |
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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 |
Funds Managed | 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 | 6.31 | 2.5 |
Large Cap | 81.03 | 87.61 |
Mid Cap | 8.33 | 9.88 |
Small Cap | 4.32 | - |
Sector Allocation
Scheme Name |
Kotak Bluechip Fund - Growth |
PGIM India Large Cap Fund - Growth |
---|---|---|
Others | 5.16 | 1.74 |
Communication Services | 3.4 | 5.14 |
Energy | 6.32 | 7.63 |
Technology | 13.08 | 13.02 |
Consumer Cyclical | 14.34 | 12.96 |
Healthcare | 3.86 | 7.04 |
Industrials | 7.9 | 10 |
Consumer Defensive | 8.37 | 6.93 |
Basic Materials | 6.99 | 3.07 |
Financial Services | 25.53 | 30.24 |
Real Estate | 1.08 | 0.43 |
Utilities | 3.98 | 1.8 |
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