- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -1.73% | -1.77% |
| 6 Month | 6.47% | 3.68% |
| 1 Year | 3.28% | 3.4% |
| 3 Year | 21.05% | 12.76% |
| 5 Year | 24.35% | 21.16% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.42% | -1.67% |
| 1 Year | 12.15% | 7.37% |
| 3 Year | 18.82% | 12.38% |
| 5 Year | 19.82% | 13.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.75% | 11.44% |
| 3 Year | 19.65% | 14.88% |
| 5 Year | 18.02% | 18.5% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.01% | 13.73% |
| Sharp | 0.98% | 0.51% |
| Beta | 0.88% | 0.80% |
| Alpha | 0.40% | -5.83% |
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 | 1.32 | 3.41 |
| Financial Services | 19.77 | 19.52 |
| Consumer Cyclical | 16.43 | 16.21 |
| Basic Materials | 13.45 | 10.72 |
| Healthcare | 11.76 | 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 |
Top Comparisons
Sundaram Infrastructure Advantage Fund Regular Plan - Growth
3Y Returns21.51%
HSBC Infrastructure Fund - Regular Growth
3Y Returns22.21%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.54%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.76%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns20.38%
HDFC Infrastructure Fund - Growth Plan
3Y Returns25.55%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns31.53%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
