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PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹49092 Cr | ₹10460 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 Emerging Equity Scheme - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.57% | 3.3% |
| 6 Month | -7.4% | -3.84% |
| 1 Year | 10.98% | 7.95% |
| 3 Year | 18.64% | 13.23% |
| 5 Year | 29.84% | 29.57% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.96% | 0.1% |
| 1 Year | -9.41% | -5.39% |
| 3 Year | 18.37% | 12.37% |
| 5 Year | 21.3% | 17.11% |
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 | 15.958% | 14.939% |
| Sharp | 0.648% | 0.286% |
| Beta | 0.86% | 0.785% |
| Alpha | -0.958% | -6.035% |
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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 |
| Funds Managed | 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 | 3.56 | 4.78 |
| Small Cap | 16.88 | 8.93 |
| Mid Cap | 67.78 | 66.5 |
| Large Cap | 11.78 | 19.8 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.56 | 3.74 |
| Financial Services | 11.42 | 17.01 |
| Consumer Cyclical | 15.6 | 17.88 |
| Healthcare | 10.73 | 13.94 |
| Technology | 16.21 | 10.7 |
| Real Estate | 2.96 | 1.72 |
| Energy | 3.08 | - |
| Utilities | 0.82 | 0.77 |
| Basic Materials | 15.17 | 9.01 |
| Industrials | 17.04 | 19.05 |
| Communication Services | 2.01 | 2.94 |
| Consumer Defensive | 1.39 | 3.24 |
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