PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare

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tortoise-icon PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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tortoise-icon Edelweiss Mid Cap 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 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) ₹11056 Cr ₹6621 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 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 1.76
Manager Puneet Pal Trideep Bhattacharya
ISIN Code INF663L01DZ4 INF843K01013
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 90 days./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 -5.38% -4.4%
6 Month 13.01% 23.53%
1 Year 26.79% 49.78%
3 Year 11.19% 22.89%
5 Year 28.54% 29.6%

SIP Return Analysis

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 17.53% 36.43%
3 Year 18.34% 34.55%
5 Year 24.57% 32.62%

Rolling Lumpsum Returns

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.74% 15.6%
3 Year 16.03% 20.1%
5 Year 17.43% 19.8%

Risk Management

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 13.18% 13.78%
Sharp 0.8% 1.29%
Beta 0.81% 0.92%
Alpha -5.45% 2.24%

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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
Fund Manage 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 3.71 9.49
Mid Cap 66.35 62.94
Large Cap 19.07 13.08
Small Cap 10.87 14.49

Sector Allocation

Scheme Name

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 1.11 3.31
Financial 17.05 14.64
Materials 6.43 5.49
Services 11.99 11.48
Healthcare 12.46 6.29
Technology 5.7 5.63
Insurance 0.05 -
Automobile 14.16 11.39
Capital Goods 10.51 20.88
Construction 4.28 4.54
Consumer Staples 2.53 1.87
Energy 2.08 0.95
Metals & Mining 0.96 6.29
Consumer Discretionary 2.89 1.97
Chemicals 6.11 3.48
Communication 0.3 1.48
Diversified 0.87 -
Textiles 0.52 0.31

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