PGIM India Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare

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tortoise-icon Kotak Equity Opportunities Fund - Growth

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tortoise-icon PGIM India Large and Mid Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Fund Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹25288 Cr ₹398 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 12 Feb 2024
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Large Midcap 250 TRI NIFTY Large Midcap 250 TRI
Turn Over 14.92% %
Expense Ratio 1.59 2.38
Manager Harsha Upadhyaya Vinay Paharia
ISIN Code INF174K01187 INF663L01X88
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 0.51% 2.7%
6 Month 22.36% 19.7%
1 Year 42.97% -
3 Year 22.32% -
5 Year 24.45% -

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month - -
1 Year 21.44% 5.83%
3 Year 48.52% 5.83%
5 Year 89.46% 5.83%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 24.77% 9.37%
3 Year 65.21% 9.37%
5 Year 96.96% 9.37%

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 11.87% -
Sharp 1.28% -
Beta 0.85% -
Alpha 2.07% -

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Fund Managers

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Name Harsha Upadhyaya Vinay Paharia
Total AUM ₹139411 Cr ₹0 Cr
Fund Manage 11 10
Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)

Market Cap

Scheme Name

Kotak Equity Opportunities Fund - Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 1.56 9.12
Large Cap 56.31 50.49
Mid Cap 36.23 35.41
Small Cap 5.79 4.98

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

PGIM India Large and Mid Cap Fund - Regular (G)

Others 1.49 7.06
Telecom - Services 1.48 -
Petroleum Products 6.27 -
Finance 2.18 -
IT - Software 6.65 -
Construction 3.56 3.32
Banks 16.34 -
Diversified FMCG 0.99 -
Pharmaceuticals & Biotechnology 7.94 -
Non - Ferrous Metals 0.61 -
Healthcare Services 0.5 -
Ferrous Metals 2.82 -
Chemicals & Petrochemicals 4.73 -
Realty 1.12 -
Electrical Equipment 3.01 -
Gas 5.37 -
Automobiles 2.84 -
Fertilizers & Agrochemicals 2.09 -
Insurance 0 3.62
Agricultural, Commercial & Construction Vehicles 2.12 -
Industrial Products 1.82 -
Consumer Durables 3.36 -
Aerospace & Defense 3.84 -
Auto Components 6.97 -
Cement & Cement Products 3.33 -
Capital Markets 0.63 -
Entertainment 0.78 -
Industrial Manufacturing 0.75 -
Power 1.47 -
Retailing 3.84 -
Beverages 0.99 -
Financial - 18.13
Energy - 7.38
Materials - 3.42
Technology - 5.79
Healthcare - 9.45
Services - 13.34
Capital Goods - 8.78
Automobile - 8.07
Consumer Staples - 1.74
Consumer Discretionary - 2.74
Communication - 2.71
Chemicals - 2.58
Diversified - 1.08
Textiles - 0.79

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