Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Kotak Midcap Fund - Growth

Invest Now

tortoise-icon PGIM India Midcap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
Fund Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹53464 Cr ₹11052 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 02 Dec 2013
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 82%
Expense Ratio 1.44 1.7
Manager Harsha Upadhyaya Puneet Pal
ISIN Code INF174K01DS9 INF663L01DZ4
Exits Load Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Midcap Opportunities Fund - 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 Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
1 Month 4.16% 3.9%
6 Month 0.62% 1.34%
1 Year 4.9% 3.62%
3 Year 27.19% 19.02%
5 Year 30.42% 28.6%

SIP Return Analysis

Scheme Name Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month 14.19% 11.36%
1 Year 17.42% 14.69%
3 Year 24.24% 16.72%
5 Year 23.84% 18.21%

Rolling Lumpsum Returns

Scheme Name Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year 13.5% 12.52%
3 Year 18.9% 15.28%
5 Year 17.75% 18.02%

Risk Management

Scheme Name Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation 15.94% 15.00%
Sharp 1.22% 0.85%
Beta 0.88% 0.82%
Alpha 0.16% -5.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Puneet Pal
Total AUM ₹139411 Cr ₹20950 Cr
Funds Managed 11 19
Kotak Midcap Fund - Growth PGIM India Midcap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Midcap Fund - Growth

PGIM India Midcap Fund - Regular Plan - Growth Option

Others 6.39 6.08
Small Cap 13.91 8.1
Large Cap 12.68 19.7
Mid Cap 67.02 66.12

Sector Allocation

Scheme Name

Kotak Midcap Fund - Growth

PGIM India Midcap Fund - Regular Plan - Growth Option

Others 5.96 2.87
Financial Services 11.53 18.17
Consumer Cyclical 17.59 18.02
Healthcare 11.29 13.62
Technology 14.57 7.88
Real Estate 2.62 1.67
Energy 3.08 -
Utilities 0.52 1.05
Industrials 15.58 19.5
Basic Materials 13.76 11.39
Communication Services 2.24 2.91
Consumer Defensive 1.27 2.92

Top Comparisons

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns28.98%

VS

Motilal Oswal Nifty 500 Index Fund - Regular Plan Motilal Oswal Nifty 500 Index Fund - Regular Plan

3Y Returns20.36%

Compare Now

Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan

3Y Returns17.8%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns28.98%

Compare Now

Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth

3Y Returns0%

VS

Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth

3Y Returns25.42%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.9%

VS

Bandhan Ultra Short Duration Fund - Regular Plan - Growth Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.07%

Compare Now
Add to Cart Successfully