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PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare
Kotak Midcap Fund - Growth
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹60385 Cr | ₹11581 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 | -1.96% | -1.75% |
| 6 Month | 0.82% | -2.25% |
| 1 Year | -1.83% | -2.98% |
| 3 Year | 19.99% | 11.84% |
| 5 Year | 22.61% | 19.35% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.38% | -1.33% |
| 1 Year | 12.98% | 7.53% |
| 3 Year | 17.79% | 11.43% |
| 5 Year | 18.85% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.7% | 11.34% |
| 3 Year | 19.67% | 14.86% |
| 5 Year | 18.03% | 18.53% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.75% |
| Sharp | 0.98% | 0.49% |
| Beta | 0.88% | 0.80% |
| Alpha | -0.24% | -6.02% |
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 | 3.26 | 8.54 |
| Small Cap | 13.72 | 10.95 |
| Large Cap | 13.22 | 14.8 |
| Mid Cap | 69.8 | 65.72 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.28 | 3.41 |
| Financial Services | 19.77 | 19.52 |
| Consumer Cyclical | 16.43 | 16.21 |
| Basic Materials | 13.45 | 10.72 |
| Healthcare | 11.8 | 13.61 |
| Technology | 12.78 | 7.67 |
| Real Estate | 2.36 | 2.82 |
| Energy | 3.01 | - |
| Industrials | 15.82 | 19.73 |
| Communication Services | 2.28 | 3.1 |
| Consumer Defensive | 1.02 | 2.25 |
| Utilities | - | 0.96 |
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