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

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Kotak Equity Opportunities Fund - Growth

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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)	₹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

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
1 Month	6.38%	5.64%
6 Month	-13.27%	-9.94%
1 Year	5.8%	7.05%
3 Year	15.74%	-
5 Year	27.09%	-

Scheme Name	Kotak Equity Opportunities Fund - Growth	PGIM India Large and Mid Cap Fund - Regular (G)
6 Month	-5.15%	-3.21%
1 Year	-10.38%	-4.07%
3 Year	16.52%	-
5 Year	18.71%	-

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%	-

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%	-

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

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