- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24534 Cr | ₹602 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Sep 2004 | 12 Feb 2024 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 14.92% | % |
| Expense Ratio | 1.61 | 2.33 |
| Manager | Harsha Upadhyaya | Vinay Paharia |
| ISIN Code | INF174K01187 | INF663L01X88 |
| Exits Load | Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Large and Midcap Fund - Regular Plan - 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 Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.19% | 3.87% |
| 6 Month | -4.65% | - |
| 1 Year | 4.26% | 10.06% |
| 3 Year | 17.65% | - |
| 5 Year | 24.19% | - |
SIP Return Analysis
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.32% | 2.06% |
| 1 Year | -6.52% | 0.68% |
| 3 Year | 17.07% | - |
| 5 Year | 18.65% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.98% | - |
| 3 Year | 15.39% | - |
| 5 Year | 14.87% | - |
Risk Management
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.018% | - |
| Sharp | 0.647% | - |
| Beta | 0.929% | - |
| Alpha | 3.063% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Name | Harsha Upadhyaya | Vinay Paharia |
| Total AUM | ₹139411 Cr | ₹0 Cr |
| Funds Managed | 11 | 10 |
| Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 4.51 | 5.78 |
| Large Cap | 54.26 | 50.23 |
| Mid Cap | 35.22 | 39.15 |
| Small Cap | 6.01 | 4.84 |
Sector Allocation
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 3.44 | 5.78 |
| Communication Services | 2.5 | 6.13 |
| Energy | 5.77 | 4.59 |
| Financial Services | 20.63 | 22.15 |
| Technology | 10.67 | 10.7 |
| Consumer Cyclical | 13.42 | 14.08 |
| Industrials | 16.41 | 12.98 |
| Consumer Defensive | 1.89 | 3.83 |
| Healthcare | 8.56 | 9.99 |
| Basic Materials | 10.21 | 7.99 |
| Real Estate | 0.86 | 0.69 |
| Utilities | 5.64 | 1.09 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.61%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns6.92%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
Kotak Medium Term Fund - Growth
3Y Returns7.02%
DSP Bond Fund - Growth
3Y Returns7.25%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns8.34%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.24%
