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PGIM India Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Large & Midcap Fund - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Fund | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹27655 Cr | ₹731 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 Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.54% | 2.69% |
| 6 Month | 16.15% | 17.29% |
| 1 Year | -1.54% | 2.1% |
| 3 Year | 17.6% | - |
| 5 Year | 22.5% | - |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.14% | 4.3% |
| 1 Year | 11.62% | 14.64% |
| 3 Year | 17.22% | - |
| 5 Year | 17.89% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 16.03% | 8.65% |
| 3 Year | 15.68% | - |
| 5 Year | 15.12% | - |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.00% | - |
| Sharp | 0.81% | - |
| Beta | 0.92% | - |
| Alpha | 3.84% | - |
Fund Managers
| Scheme Name | Kotak Large & Midcap 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 Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.13 | 7.12 |
| Large Cap | 51.8 | 48.29 |
| Mid Cap | 37.95 | 41.48 |
| Small Cap | 5.12 | 3.11 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 1.82 | 4.15 |
| Communication Services | 3.05 | 5.99 |
| Energy | 5.73 | 5.26 |
| Financial Services | 24.02 | 26.51 |
| Technology | 8.23 | 6.66 |
| Consumer Cyclical | 12.87 | 13.88 |
| Basic Materials | 11.78 | 7.36 |
| Industrials | 17.14 | 13.42 |
| Consumer Defensive | 1.62 | 3.86 |
| Healthcare | 7.71 | 10.17 |
| Real Estate | 0.93 | 1.81 |
| Utilities | 5.11 | 0.92 |
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