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PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Midcap Fund - Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 6.39 6.08
Small Cap 13.91 8.1
Large Cap 12.68 19.7
Mid Cap 67.02 66.12

Sector Allocation

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

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