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)	₹9327 Cr	₹587 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	1.75	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

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
1 Month	1.46%	2.01%
6 Month	1.64%	0.84%
1 Year	17.52%	10.44%
3 Year	14.05%	10.55%
5 Year	16.64%	12.6%

Scheme Name	Kotak Bluechip Fund - Growth	PGIM India Large Cap Fund - Growth
6 Month	-	-
1 Year	10.52%	4.88%
3 Year	18.26%	13.43%
5 Year	18.79%	14.32%

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	0.67%	0.59%
Beta	0.91%	0.87%
Alpha	1.04%	-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	4.34	2.48
Large Cap	83.85	86.75
Mid Cap	10.08	10.77
Small Cap	2.4	-

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