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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) | ₹56988 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 | 3.54% | 3.04% |
| 6 Month | 25.02% | 20.6% |
| 1 Year | 2.61% | 0.84% |
| 3 Year | 21.66% | 13.72% |
| 5 Year | 27.12% | 24.08% |
SIP Return Analysis
| Scheme Name | Kotak Midcap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.78% | 5.58% |
| 1 Year | 17.48% | 16.14% |
| 3 Year | 22.14% | 15.86% |
| 5 Year | 21.86% | 16.42% |
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 | 15.11% | 13.72% |
| Sharp | 0.89% | 0.47% |
| Beta | 0.86% | 0.77% |
| Alpha | 0.68% | -4.97% |
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 | 3.51 | 8.54 |
| Small Cap | 13.93 | 10.32 |
| Large Cap | 13.92 | 14.26 |
| Mid Cap | 68.63 | 66.88 |
Sector Allocation
| Scheme Name |
Kotak Midcap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.22 | 4.07 |
| Financial Services | 16.66 | 17.71 |
| Consumer Cyclical | 18.06 | 18.02 |
| Basic Materials | 13.34 | 10.6 |
| Healthcare | 11.76 | 14.02 |
| Technology | 14.13 | 7.03 |
| Real Estate | 2.26 | 2.56 |
| Energy | 2.64 | - |
| Industrials | 15.5 | 19.94 |
| Communication Services | 2.25 | 2.87 |
| Consumer Defensive | 1.17 | 2.27 |
| Utilities | - | 0.91 |
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