PGIM India Large Cap Fund vs Kotak Bluechip Fund compare

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)	₹9461 Cr	₹593 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	29 Dec 1998	05 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	Exit load for units in excess of 10% 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 Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
1 Month	-5.75%	-5.78%
6 Month	5.23%	2.71%
1 Year	25.2%	16.25%
3 Year	11.72%	8.07%
5 Year	16.6%	12.39%

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
6 Month	-	-
1 Year	17.62%	8.64%
3 Year	19.53%	13.98%
5 Year	19.43%	14.5%

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
1 Year	15.83%	15.25%
3 Year	13.91%	12.22%
5 Year	13.65%	12.47%

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
Standard Deviation	11.55%	11.54%
Sharp	0.55%	0.59%
Beta	0.91%	0.87%
Alpha	0.63%	-3.08%

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

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
Others	3.66	3.48
Large Cap	83.68	94.78
Mid Cap	9.95	1.74
Small Cap	2.41	-

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
Others	3.66	2.63
Telecom - Services	3.38	-
Petroleum Products	6.79	-
IT - Software	11.65	-
Pharmaceuticals & Biotechnology	3.74	-
Construction	3.54	4.44
Retailing	2.25	-
Diversified FMCG	5.66	-
Non - Ferrous Metals	1.01	-
Banks	20.43	-
Aerospace & Defense	0.74	-
Cement & Cement Products	2.39	-
Ferrous Metals	1.19	-
Realty	1.13	-
Insurance	0.9	2.94
Automobiles	6.39	-
Personal Products	1.51	-
Finance	4.03	-
Fertilizers & Agrochemicals	1.24	-
Consumer Durables	2.4	-
Gas	0.89	-
Industrial Products	0.95	-
Auto Components	5.11	-
Chemicals & Petrochemicals	1.29	-
Healthcare Services	0.51	-
Transport Services	1.81	-
Power	3.75	-
Beverages	1.36	-
Financial	-	28.8
Energy	-	10.27
Technology	-	8.19
Healthcare	-	5.51
Services	-	8.27
Capital Goods	-	5.35
Consumer Staples	-	6.17
Consumer Discretionary	-	2.92
Communication	-	4.78
Materials	-	3.03
Automobile	-	5.4
Diversified	-	1.3