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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) | ₹60480 Cr | ₹11527 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 | 0.38% | -0.8% |
| 6 Month | -1.21% | -3.99% |
| 1 Year | 2.77% | 0.7% |
| 3 Year | 20.83% | 12.89% |
| 5 Year | 20.92% | 16.9% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.91% | -2.75% |
| 1 Year | 10.24% | 2.62% |
| 3 Year | 15.85% | 9.03% |
| 5 Year | 17.7% | 11.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.51% | 11.16% |
| 3 Year | 19.72% | 14.66% |
| 5 Year | 18.07% | 18.58% |
Risk Management
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.04% | 13.64% |
| Sharp | 0.94% | 0.52% |
| Beta | 0.89% | 0.79% |
| Alpha | -0.41% | -5.92% |
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 | 4.73 | 9.54 |
| Small Cap | 13.36 | 11.53 |
| Large Cap | 12.57 | 13.94 |
| Mid Cap | 69.34 | 64.99 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.09 | 4.15 |
| Financial Services | 20.28 | 22.46 |
| Consumer Cyclical | 15.98 | 15.22 |
| Basic Materials | 13.22 | 9.94 |
| Healthcare | 12.17 | 12.42 |
| Technology | 13.23 | 7.96 |
| Real Estate | 2.18 | 2.97 |
| Energy | 2.69 | - |
| Industrials | 15.19 | 18.66 |
| Communication Services | 2.17 | 2.93 |
| Consumer Defensive | 0.8 | 2.32 |
| Utilities | - | 0.96 |
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