- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Kotak Emerging Equity Fund vs PGIM India Midcap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 3.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.42 | 1.7 |
NAV | ₹137.54 | ₹65.82 |
Fund Started | 12 Feb 2007 | 11 Nov 2013 |
Fund Size | ₹52048.91 Cr | ₹11092.72 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 0.5%, if redeemed within 90 days. |
Risk
Very High
Very High
Rating
4.0
3.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.42
1.7
NAV
₹137.54
₹65.82
Fund Started
12 Feb 2007
11 Nov 2013
Fund Size
₹52048.91 Cr
₹11092.72 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 0.5%, if redeemed within 90 days.
Returns
1 Year | 40.41% | 26.36% |
3 Year | 23.22% | 14.36% |
5 Year | 28.35% | 30.22% |
1 Year
40.41%
26.36%
3 Year
23.22%
14.36%
5 Year
28.35%
30.22%
Holding Analysis
Equity | 96.09% | 96.85% |
Cash | 3.91% | -0.08% |
Equity
96.09%
96.85%
Cash
3.91%
-0.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 4.16% |
Oracle Financial Services Software Ltd. | 3.51% |
Mphasis Ltd. | 3.31% |
Oberoi Realty Ltd. | 3.11% |
Fortis Healthcare Ltd. | 3.05% |
Ipca Laboratories Ltd. | 3.01% |
Coromandel International Ltd. | 2.49% |
PI Industries Ltd. | 2.39% |
Solar Industries India Ltd. | 2.23% |
Supreme Industries Ltd. | 2.19% |
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.75% |
Max Healthcare Institute Ltd. | 3.28% |
Persistent Systems Ltd. | 2.99% |
UNO Minda Ltd. | 2.68% |
Info Edge (India) Ltd. | 2.27% |
Max Financial Services Ltd. | 2.25% |
Solar Industries India Ltd. | 2.21% |
HDFC Asset Management Company Ltd. | 2.09% |
The Phoenix Mills Ltd. | 2.05% |
Bajaj Finance Ltd. | 1.99% |
Fund Manager
Name | Pankaj Tibrewal | Vivek Sharma |
Start Date | 07 Sep 2022 | 15 Apr 2024 |
Name
Pankaj Tibrewal
Vivek Sharma
Start Date
07 Sep 2022
15 Apr 2024
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. | The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. |
Launch Date | 12 Feb 2007 | 11 Nov 2013 |
Description
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Launch Date
12 Feb 2007
11 Nov 2013
