Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Kotak Equity Opportunities Fund - Growth

Invest Now

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

Invest Now

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) ₹24534 Cr ₹602 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 09 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 1.61 2.33
Manager Harsha Upadhyaya Vinay Paharia
ISIN Code INF174K01187 INF663L01X88
Exits Load Kotak Equity Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Large and Midcap Fund - Regular Plan - 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 Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Month 2.89% 3.25%
6 Month -6.78% -2.65%
1 Year 8.64% 12.21%
3 Year 16.95% -
5 Year 25.92% -

SIP Return Analysis

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
6 Month -0.78% 1.18%
1 Year -7.01% 0.47%
3 Year 16.83% -
5 Year 18.6% -

Rolling Lumpsum Returns

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
1 Year 16.98% -
3 Year 15.39% -
5 Year 14.87% -

Risk Management

Scheme Name Kotak Equity Opportunities Fund - Growth PGIM India Large and Mid Cap Fund - Regular (G)
Standard Deviation 14.018% -
Sharp 0.647% -
Beta 0.929% -
Alpha 3.063% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Funds Managed 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 4.51 5.78
Large Cap 54.26 50.23
Mid Cap 35.22 39.15
Small Cap 6.01 4.84

Sector Allocation

Scheme Name

Kotak Equity Opportunities Fund - Growth

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

Others 3.44 5.78
Communication Services 2.5 6.13
Energy 5.77 4.59
Financial Services 20.63 22.15
Technology 10.67 10.7
Consumer Cyclical 13.42 14.08
Industrials 16.41 12.98
Consumer Defensive 1.89 3.83
Healthcare 8.56 9.99
Basic Materials 10.21 7.99
Real Estate 0.86 0.69
Utilities 5.64 1.09

Top Comparisons

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns11.98%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns10.22%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns7.64%

VS

PGIM India Dynamic Bond Fund - Growth Option PGIM India Dynamic Bond Fund - Growth Option

3Y Returns7.38%

Compare Now

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

3Y Returns20.58%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.55%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.76%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.84%

Compare Now
Add to Cart Successfully