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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) | ₹29516 Cr | ₹803 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 | 0.13% | -1.48% |
| 6 Month | 6.25% | 5.15% |
| 1 Year | 8.99% | 10.27% |
| 3 Year | 19.29% | - |
| 5 Year | 20.45% | - |
SIP Return Analysis
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.46% | 0.25% |
| 1 Year | 14.26% | 10.85% |
| 3 Year | 16.66% | - |
| 5 Year | 17.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.73% | 7.49% |
| 3 Year | 15.89% | - |
| 5 Year | 15.3% | - |
Risk Management
| Scheme Name | Kotak Large & Midcap Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 12.77% | - |
| Sharp | 0.91% | - |
| Beta | 0.90% | - |
| Alpha | 0.96% | - |
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 | 7.45 | 12.46 |
| Large Cap | 52.77 | 45.91 |
| Mid Cap | 34.7 | 38.5 |
| Small Cap | 5.08 | 3.13 |
Sector Allocation
| Scheme Name |
Kotak Large & Midcap Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 3.27 | 4.06 |
| Communication Services | 3.08 | 6.22 |
| Energy | 5.98 | 5.12 |
| Financial Services | 25.21 | 26.11 |
| Technology | 7.04 | 7.74 |
| Consumer Cyclical | 13.03 | 13.24 |
| Basic Materials | 11.59 | 6.5 |
| Industrials | 17.32 | 13.91 |
| Consumer Defensive | 1.58 | 3.8 |
| Healthcare | 7 | 10.65 |
| Real Estate | 0.96 | 1.79 |
| Utilities | 3.94 | 0.85 |
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