PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare

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Kotak Emerging Equity Scheme - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹49092 Cr	₹10460 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	30 Mar 2007	02 Dec 2013
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	82%
Expense Ratio	1.44	1.7
Manager	Harsha Upadhyaya	Puneet Pal
ISIN Code	INF174K01DS9	INF663L01DZ4
Exits Load	Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	-7.28%	-4.51%
6 Month	-12.83%	-11.13%
1 Year	12.85%	5.25%
3 Year	18.45%	10.79%
5 Year	21.36%	22.56%

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-10.57%	-11.52%
3 Year	16.64%	9.26%
5 Year	21.36%	17.4%

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year	13.66%	13.25%
3 Year	19.04%	15.7%
5 Year	17.67%	17.72%

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation	14.541%	14.598%
Sharp	0.873%	0.339%
Beta	0.826%	0.807%
Alpha	0.234%	-7.2%

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Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Puneet Pal
Total AUM	₹139411 Cr	₹20950 Cr
Fund Manage	11	19
	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	3.71	3.15
Small Cap	14.15	10.62
Large Cap	10.8	18.67
Mid Cap	71.14	67.56

Scheme Name	Kotak Emerging Equity Scheme - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	3.71	3.15
Capital Markets	1.15	4.88
Finance	4.97	7.47
Banks	3.46	1.09
Healthcare Services	4.49	7.23
IT - Software	15.17	6.62
Realty	3.11	3.3
Petroleum Products	0.61	-
Chemicals & Petrochemicals	5.66	4.44
Electrical Equipment	2.63	2.7
Fertilizers & Agrochemicals	4.88	3.03
Insurance	2.76	4.22
Industrial Products	7.32	5.99
Consumer Durables	10.86	8.51
Construction	1.01	-
Aerospace & Defense	1.83	-
Oil	1.42	-
Auto Components	11.37	8.89
Cement & Cement Products	3.3	1.98
Telecom - Services	2.03	0.96
Pharmaceuticals & Biotechnology	5.6	3.66
Personal Products	1.61	0.4
Industrial Manufacturing	0.3	-
Textiles & Apparels	0.55	0.99
IT - Services	-	1.11
Diversified FMCG	-	0.93
Agricultural, Commercial & Construction Vehicles	-	1
Leisure Services	-	1.83
Transport Services	-	3.24
Automobiles	-	2.07
Beverages	-	2.63
Gas	-	1.02
Retailing	-	5.65
Power	-	0.58
Transport Infrastructure	-	0.43