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)	₹57102 Cr	₹11052 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

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Month	0.81%	0.35%
6 Month	4.39%	5.65%
1 Year	3.97%	3.37%
3 Year	25.34%	17.02%
5 Year	29.9%	27.52%

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	12.74%	10.22%
1 Year	14.8%	12.65%
3 Year	23.38%	16%
5 Year	23.26%	17.62%

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	13.5%	12.52%
3 Year	18.9%	15.28%
5 Year	17.75%	18.02%

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	15.94%	15.00%
Sharp	1.22%	0.85%
Beta	0.88%	0.82%
Alpha	0.16%	-5.21%

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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

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	6.39	6.08
Small Cap	13.91	8.1
Large Cap	12.68	19.7
Mid Cap	67.02	66.12

Scheme Name	Kotak Midcap Fund - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	5.96	2.87
Financial Services	11.53	18.17
Consumer Cyclical	17.59	18.02
Healthcare	11.29	13.62
Technology	14.57	7.88
Real Estate	2.62	1.67
Energy	3.08	-
Utilities	0.52	1.05
Industrials	15.58	19.5
Basic Materials	13.76	11.39
Communication Services	2.24	2.91
Consumer Defensive	1.27	2.92