PGIM India Midcap Opportunities Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High |
| Asset Size (Cr) | ₹50627 Cr | ₹10943 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 | 1.43 | 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 | 3.62% | 4.89% |
| 6 Month | 6.39% | 3.31% |
| 1 Year | 34.57% | 21.4% |
| 3 Year | 23.03% | 14.08% |
| 5 Year | 27.23% | 28.95% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 29.8% | 18.29% |
| 3 Year | 30.5% | 19.7% |
| 5 Year | 29.85% | 24.92% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.27% | 12.74% |
| 3 Year | 18.68% | 16.03% |
| 5 Year | 17.6% | 17.43% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.18% |
| Sharp | 1.16% | 0.8% |
| Beta | 0.8% | 0.81% |
| Alpha | 2.59% | -5.45% |
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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 |
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