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) | ₹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 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
3Y Returns28.98%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns20.36%
Aditya Birla Sun Life Nifty 50 Index Fund - Growth - Regular Plan
3Y Returns17.8%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns28.98%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns25.42%
Kotak Savings Fund -Growth
3Y Returns6.9%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.07%