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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) | ₹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 | -0.9% | -1.77% |
| 6 Month | 7.77% | 4.37% |
| 1 Year | 7.89% | 7.54% |
| 3 Year | 22% | 13.57% |
| 5 Year | 24.97% | 21.62% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.14% | -0.81% |
| 1 Year | 16.2% | 9.8% |
| 3 Year | 19.75% | 12.81% |
| 5 Year | 20.07% | 13.87% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.81% | 11.49% |
| 3 Year | 19.58% | 14.95% |
| 5 Year | 18% | 18.44% |
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 |
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