PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹10460 Cr | ₹8268 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 02 Dec 2013 | 26 Dec 2007 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 82% | 43% |
Expense Ratio | 1.7 | 1.73 |
Manager | Puneet Pal | Trideep Bhattacharya |
ISIN Code | INF663L01DZ4 | INF843K01013 |
Exits Load | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.19% | 7.63% |
6 Month | -10.61% | -10.45% |
1 Year | 6.15% | 13.09% |
3 Year | 10.9% | 21.4% |
5 Year | 33% | 35.47% |
SIP Return Analysis
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.07% | -7.47% |
1 Year | -9.91% | -7.67% |
3 Year | 11.16% | 23.4% |
5 Year | 17.26% | 25.27% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.25% | 16.08% |
3 Year | 15.7% | 20.39% |
5 Year | 17.72% | 20.04% |
Risk Management
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.939% | 15.57% |
Sharp | 0.286% | 0.992% |
Beta | 0.785% | 0.906% |
Alpha | -6.035% | 1.762% |
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Fund Managers
Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Puneet Pal | Trideep Bhattacharya |
Total AUM | ₹20950 Cr | ₹0 Cr |
Funds Managed | 19 | 9 |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.78 | 4.44 |
Mid Cap | 66.5 | 72.33 |
Small Cap | 8.93 | 13.57 |
Large Cap | 19.8 | 9.66 |
Sector Allocation
Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.74 | 3.54 |
Industrials | 19.05 | 14.33 |
Financial Services | 17.01 | 20.96 |
Technology | 10.7 | 11.5 |
Consumer Cyclical | 17.88 | 17.24 |
Healthcare | 13.94 | 12.6 |
Basic Materials | 9.01 | 7.86 |
Consumer Defensive | 3.24 | 4.99 |
Real Estate | 1.72 | 3.84 |
Communication Services | 2.94 | 1.79 |
Utilities | 0.77 | 0 |
Energy | - | 1.35 |
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