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

Kotak Equity Opportunities Fund - Growth

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

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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

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	-6.63%	-5.74%
6 Month	3.02%	6.39%
1 Year	30.43%	-
3 Year	17.81%	-
5 Year	20.66%	-

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	-	-
1 Year	22.99%	-
3 Year	26.04%	-
5 Year	24.66%	-

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Year	16.73%	-
3 Year	15.24%	-
5 Year	14.7%	-

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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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)

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.8	9.12
Large Cap	56.41	50.49
Mid Cap	36.67	35.41
Small Cap	5.41	4.98

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
Others	1.8	7.06
Telecom - Services	1.54	-
Petroleum Products	5.47	-
Finance	2.28	-
IT - Software	8.08	-
Construction	3.44	3.32
Banks	16.27	-
Diversified FMCG	1.02	-
Pharmaceuticals & Biotechnology	7.92	-
Non - Ferrous Metals	0.64	-
Healthcare Services	0.54	-
Ferrous Metals	2.81	-
Chemicals & Petrochemicals	4.93	-
Realty	1.16	-
Electrical Equipment	3.13	-
Gas	5.09	-
Automobiles	2.89	-
Fertilizers & Agrochemicals	1.92	-
Agricultural, Commercial & Construction Vehicles	1.9	-
Industrial Products	1.63	-
Consumer Durables	3.31	-
Aerospace & Defense	3.53	-
Auto Components	6.54	-
Cement & Cement Products	3.37	-
Capital Markets	1.08	-
Entertainment	0.76	-
Industrial Manufacturing	0.69	-
Power	1.48	-
Retailing	4.04	-
Beverages	1.03	-
Financial	-	18.13
Energy	-	7.38
Materials	-	3.42
Technology	-	5.79
Healthcare	-	9.45
Insurance	-	3.62
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