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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) | ₹60637 Cr | ₹11266 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 | -5.05% | -4.68% |
| 6 Month | -5.3% | -7.33% |
| 1 Year | 6.25% | 4.36% |
| 3 Year | 19.91% | 12.2% |
| 5 Year | 20.52% | 16.48% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.4% | -4.37% |
| 1 Year | 7.89% | 0.17% |
| 3 Year | 14.97% | 8.34% |
| 5 Year | 17.34% | 10.88% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.48% | 11.13% |
| 3 Year | 19.75% | 14.63% |
| 5 Year | 18.07% | 18.56% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.18% |
| Sharp | 0.99% | 0.58% |
| Beta | 0.88% | 0.79% |
| Alpha | -0.38% | -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 | 5.4 | 13.51 |
| Small Cap | 11.42 | 10.43 |
| Large Cap | 13.25 | 11.77 |
| Mid Cap | 69.94 | 64.29 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1 | 4.17 |
| Financial Services | 22.72 | 24.25 |
| Consumer Cyclical | 16.22 | 15.06 |
| Basic Materials | 13.04 | 9.63 |
| Healthcare | 12.06 | 11.75 |
| Technology | 12.72 | 8.45 |
| Real Estate | 2.21 | 3.28 |
| Energy | 2 | - |
| Industrials | 15.37 | 16.04 |
| Communication Services | 2.23 | 3.26 |
| Consumer Defensive | 0.44 | 3.13 |
| Utilities | - | 0.98 |
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