PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

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Kotak Midcap Fund - Growth

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PGIM India Midcap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹58300 Cr	₹11326 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	0.84%	1.14%
6 Month	14.95%	9.51%
1 Year	6.93%	5.75%
3 Year	21.62%	13.27%
5 Year	26.81%	23.32%

SIP Return Analysis

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	3.22%	1.59%
1 Year	18.26%	11.88%
3 Year	20.95%	13.88%
5 Year	20.82%	14.59%

Rolling Lumpsum Returns

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	12.97%	11.87%
3 Year	19.31%	15.39%
5 Year	17.93%	18.35%

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	3.45	9.79
Small Cap	14.03	10.06
Large Cap	13.54	14.1
Mid Cap	68.98	66.05

Sector Allocation

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	1.88	5.48
Financial Services	18.65	19.19
Consumer Cyclical	17.46	16.74
Basic Materials	13.62	10.17
Healthcare	11.6	13.36
Technology	12.76	7
Real Estate	2.17	2.53
Energy	2.93	-
Industrials	15.78	19.77
Communication Services	2.08	2.72
Consumer Defensive	1.07	2.14
Utilities	-	0.91

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