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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 | 2.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.43 | 1.7 |
NAV | ₹127.21 | ₹61.94 |
Fund Started | 12 Feb 2007 | 11 Nov 2013 |
Fund Size | ₹49645.85 Cr | ₹10601.94 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
2.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.43
1.7
NAV
₹127.21
₹61.94
Fund Started
12 Feb 2007
11 Nov 2013
Fund Size
₹49645.85 Cr
₹10601.94 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 | 9.97% | 8.55% |
3 Year | 23.30% | 16.55% |
5 Year | 32.34% | 30.97% |
1 Year
9.97%
8.55%
3 Year
23.30%
16.55%
5 Year
32.34%
30.97%
Holding Analysis
Equity | 95.53% | 96.33% |
Cash | 4.47% | -0.11% |
Equity
95.53%
96.33%
Cash
4.47%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.46% |
Fortis Healthcare Ltd. | 3.41% |
Ipca Laboratories Ltd. | 3.20% |
Mphasis Ltd. | 3.07% |
Solar Industries India Ltd. | 2.93% |
Oracle Financial Services Software Ltd. | 2.69% |
Oberoi Realty Ltd. | 2.65% |
Dixon Technologies (India) Ltd. | 2.50% |
JK Cement Ltd. | 2.50% |
Persistent Systems Ltd. | 2.33% |
Name | Assets |
|---|---|
Solar Industries India Ltd. | 3.84% |
Max Healthcare Institute Ltd. | 3.65% |
Dixon Technologies (India) Ltd. | 3.59% |
JK Cement Ltd. | 2.64% |
Persistent Systems Ltd. | 2.61% |
Max Financial Services Ltd. | 2.37% |
HDFC Asset Management Company Ltd. | 2.20% |
The Indian Hotels Company Ltd. | 2.20% |
Mankind Pharma Ltd. | 2.15% |
Abbott India Ltd. | 2.10% |
Fund Manager
Name | Pankaj Tibrewal | Vivek Sharma |
Start Date | 07 Sep 2022 | 15 Feb 2025 |
Name
Pankaj Tibrewal
Vivek Sharma
Start Date
07 Sep 2022
15 Feb 2025
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