PGIM India Large and Mid Cap Fund vs Kotak Equity Opportunities Fund compare
Kotak Equity Opportunities Fund - Growth
PGIM India Large and Mid Cap Fund - Regular (G)
Chart Comparison
| 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) | ₹25034 Cr | ₹559 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 | 1.59 | 2.35 |
| 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 |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.18% | 3.83% |
| 6 Month | -0.21% | 4.56% |
| 1 Year | 25.63% | - |
| 3 Year | 20.46% | - |
| 5 Year | 21.24% | - |
| Scheme Name | Kotak Equity Opportunities Fund - Growth | PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.46% | - |
| 3 Year | 24.64% | - |
| 5 Year | 24.02% | - |
| 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% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 2.23 | 9.12 |
| Large Cap | 55.98 | 50.49 |
| Mid Cap | 36.35 | 35.41 |
| Small Cap | 5.48 | 4.98 |
| Scheme Name |
Kotak Equity Opportunities Fund - Growth |
PGIM India Large and Mid Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.23 | 7.06 |
| Telecom - Services | 1.58 | - |
| Petroleum Products | 5 | - |
| Finance | 2.42 | - |
| IT - Software | 9.1 | - |
| Construction | 3.49 | 3.32 |
| Banks | 17.09 | - |
| Diversified FMCG | 0.91 | - |
| Pharmaceuticals & Biotechnology | 8.04 | - |
| Non - Ferrous Metals | 0.6 | - |
| Healthcare Services | 0.57 | - |
| Chemicals & Petrochemicals | 4.78 | - |
| Realty | 1.26 | - |
| Electrical Equipment | 3.11 | - |
| Gas | 4.63 | - |
| Automobiles | 2.6 | - |
| Fertilizers & Agrochemicals | 2 | - |
| Agricultural, Commercial & Construction Vehicles | 1.78 | - |
| Industrial Products | 1.54 | - |
| Consumer Durables | 2.96 | - |
| Aerospace & Defense | 3.66 | - |
| Auto Components | 6.2 | - |
| Cement & Cement Products | 3.32 | - |
| Capital Markets | 1.54 | - |
| Entertainment | 0.72 | - |
| Industrial Manufacturing | 0.68 | - |
| Ferrous Metals | 1.91 | - |
| Power | 1.54 | - |
| Retailing | 3.8 | - |
| Beverages | 0.98 | - |
| 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 |
Top Comparisons
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns15.59%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns16.43%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.25%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns5.99%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns26.08%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns4.93%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns6.31%