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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) | ₹57375 Cr | ₹11468 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 | 0.98% | 1.3% |
| 6 Month | 18.58% | 16.51% |
| 1 Year | 5.15% | 4.83% |
| 3 Year | 22.09% | 14.5% |
| 5 Year | 27.83% | 25.24% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 8.02% | 6.1% |
| 1 Year | 12.22% | 10.26% |
| 3 Year | 21.59% | 14.85% |
| 5 Year | 21.88% | 16.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.21% | 12.16% |
| 3 Year | 19.2% | 15.59% |
| 5 Year | 17.86% | 18.18% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.09% | 13.82% |
| Sharp | 1.03% | 0.60% |
| Beta | 0.86% | 0.78% |
| Alpha | 0.55% | -5.39% |
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 | 2.36 | 8.88 |
| Small Cap | 13.15 | 9.98 |
| Large Cap | 13.82 | 14.06 |
| Mid Cap | 70.67 | 67.08 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.04 | 4.02 |
| Financial Services | 14.16 | 17.92 |
| Consumer Cyclical | 19.67 | 16.82 |
| Healthcare | 11.61 | 13.97 |
| Technology | 14.44 | 6.87 |
| Real Estate | 2.28 | 2.62 |
| Energy | 2.94 | - |
| Industrials | 15.49 | 19.99 |
| Basic Materials | 13.84 | 11.02 |
| Communication Services | 2.32 | 3.31 |
| Consumer Defensive | 1.21 | 2.49 |
| Utilities | - | 0.96 |
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