PGIM India Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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Kotak Large & Midcap Fund - Growth

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PGIM India Large and Mid Cap Fund - Regular (G)

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹29961 Cr	₹815 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

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	0.71%	-0.56%
6 Month	1.15%	-2.05%
1 Year	7.35%	4.82%
3 Year	18.79%	-
5 Year	17.54%	-

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	2.02%	-0.76%
1 Year	12.97%	6.12%
3 Year	14.31%	-
5 Year	16.04%	-

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	15.44%	6.78%
3 Year	15.98%	-
5 Year	15.38%	-

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation	11.87%	-
Sharp	1.01%	-
Beta	0.9%	-
Alpha	1.11%	-

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)

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	6.45	3.24
Large Cap	52.57	56.67
Mid Cap	36.01	35.92
Small Cap	4.98	4.17

Scheme Name	Kotak Large & Midcap Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	2.24	3.24
Communication Services	3.09	-
Energy	5.79	-
Financial Services	26.97	-
Technology	7.09	-
Consumer Cyclical	12.91	-
Basic Materials	11.51	-
Industrials	17.06	-
Consumer Defensive	1.56	-
Healthcare	7.5	-
Real Estate	0.88	-
Utilities	3.4	-
Petroleum Products	-	5.32
Industrial Products	-	2.18
Construction	-	1.5
Retailing	-	8.32
Healthcare Services	-	2.76
Pharmaceuticals & Biotechnology	-	7.6
Banks	-	13.89
Electrical Equipment	-	1.02
IT - Software	-	4.4
Other Consumer Services	-	0.8
Transport Services	-	2.45
Insurance	-	3.01
Capital Markets	-	3.28
Consumer Durables	-	5.31
Fertilizers & Agrochemicals	-	1.59
Beverages	-	2.34
Realty	-	1.73
Food Products	-	1.45
Aerospace & Defense	-	1.3
Finance	-	4.87
Chemicals & Petrochemicals	-	5.41
Telecom - Services	-	4.69
Auto Components	-	3.37
Financial Technology (Fintech)	-	1.55
Automobiles	-	2.41
Power	-	0.81
Leisure Services	-	0.47
Cement & Cement Products	-	1.8
Transport Infrastructure	-	1.13