PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon PGIM India Midcap Opportunities 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 Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund Kotak Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹50627 Cr ₹10943 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 1.43 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 Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month -8% -5.92%
6 Month -3.53% -3.43%
1 Year 20.26% 11.76%
3 Year 19.81% 11%
5 Year 22.93% 24.41%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.77% 0.6%
3 Year 22.36% 13.91%
5 Year 24.66% 20.21%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 13.66% 13.25%
3 Year 19.04% 15.7%
5 Year 17.67% 17.72%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 12.22% 13.18%
Sharp 1.1% 0.8%
Beta 0.8% 0.81%
Alpha 2.56% -5.45%

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

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 3.71 3.15
Small Cap 14.15 10.62
Large Cap 10.8 18.67
Mid Cap 71.14 67.56

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 3.71 3.15
Capital Markets 1.15 4.88
Finance 4.97 7.47
Banks 3.46 1.09
Healthcare Services 4.49 7.23
IT - Software 15.17 6.62
Realty 3.11 3.3
Petroleum Products 0.61 -
Chemicals & Petrochemicals 5.66 4.44
Electrical Equipment 2.63 2.7
Fertilizers & Agrochemicals 4.88 3.03
Insurance 2.76 4.22
Industrial Products 7.32 5.99
Consumer Durables 10.86 8.51
Construction 1.01 -
Aerospace & Defense 1.83 -
Oil 1.42 -
Auto Components 11.37 8.89
Cement & Cement Products 3.3 1.98
Telecom - Services 2.03 0.96
Pharmaceuticals & Biotechnology 5.6 3.66
Personal Products 1.61 0.4
Industrial Manufacturing 0.3 -
Textiles & Apparels 0.55 0.99
IT - Services - 1.11
Diversified FMCG - 0.93
Agricultural, Commercial & Construction Vehicles - 1
Leisure Services - 1.83
Transport Services - 3.24
Automobiles - 2.07
Beverages - 2.63
Gas - 1.02
Retailing - 5.65
Power - 0.58
Transport Infrastructure - 0.43

Top Comparisons

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.76%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.76%

Compare Now

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns23.32%

VS

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns14.73%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns25.08%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns22.72%

Compare Now

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns13.53%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns15.12%

Compare Now
Request call back
Add to Cart Successfully