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 Risk | Very High Risk |
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 | -4.51% | -7.38% |
6 Month | -11.13% | -10.92% |
1 Year | 5.25% | 13.14% |
3 Year | 10.79% | 21.91% |
5 Year | 22.56% | 24.09% |
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 | -9.55% | -6.07% |
3 Year | 10.17% | 22.37% |
5 Year | 18.16% | 25.43% |
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 | 14.598% | 15.57% |
Sharp | 0.339% | 0.992% |
Beta | 0.807% | 0.906% |
Alpha | -7.2% | 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 |
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 | 3.15 | 9.49 |
Mid Cap | 67.56 | 62.94 |
Large Cap | 18.67 | 13.08 |
Small Cap | 10.62 | 14.49 |
Sector Allocation
Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.15 | 3.31 |
Industrial Products | 5.99 | - |
Finance | 7.47 | - |
Pharmaceuticals & Biotechnology | 3.66 | - |
IT - Services | 1.11 | - |
Healthcare Services | 7.23 | - |
Diversified FMCG | 0.93 | - |
Agricultural, Commercial & Construction Vehicles | 1 | - |
IT - Software | 6.62 | - |
Leisure Services | 1.83 | - |
Electrical Equipment | 2.7 | - |
Auto Components | 8.89 | - |
Banks | 1.09 | - |
Personal Products | 0.4 | - |
Transport Services | 3.24 | - |
Capital Markets | 4.88 | - |
Automobiles | 2.07 | - |
Consumer Durables | 8.51 | - |
Insurance | 4.22 | - |
Beverages | 2.63 | - |
Gas | 1.02 | - |
Realty | 3.3 | - |
Fertilizers & Agrochemicals | 3.03 | - |
Chemicals & Petrochemicals | 4.44 | - |
Telecom - Services | 0.96 | - |
Retailing | 5.65 | - |
Textiles & Apparels | 0.99 | - |
Power | 0.58 | - |
Cement & Cement Products | 1.98 | - |
Transport Infrastructure | 0.43 | - |
Materials | - | 5.49 |
Consumer Staples | - | 1.87 |
Healthcare | - | 6.29 |
Financial | - | 14.64 |
Services | - | 11.48 |
Capital Goods | - | 20.88 |
Construction | - | 4.54 |
Automobile | - | 11.39 |
Communication | - | 1.48 |
Metals & Mining | - | 6.29 |
Consumer Discretionary | - | 1.97 |
Technology | - | 5.63 |
Energy | - | 0.95 |
Chemicals | - | 3.48 |
Textiles | - | 0.31 |
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