PGIM India Midcap Opportunities Fund vs HDFC Mid compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Overview

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹70563 Cr	₹11056 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	25 Jun 2007	05 Dec 2013
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	14.6%	82%
Expense Ratio	1.41	1.7
Manager	Dhruv Muchhal	Puneet Pal
ISIN Code	INF179K01CR2	INF663L01DZ4
Exits Load	Exit load of 1% if redeemed within 1 year./365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	0.31%	2.06%
6 Month	20.71%	20.82%
1 Year	47.47%	35.02%
3 Year	30.25%	17.65%
5 Year	30.78%	32.21%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	20.42%	14.77%
3 Year	61.3%	30.99%
5 Year	122.32%	93.19%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year	31.42%	32.38%
3 Year	87.81%	72.75%
5 Year	131.47%	102.66%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation	12.9%	13.18%
Sharp	1.61%	0.8%
Beta	0.85%	0.81%
Alpha	4.63%	-5.45%

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Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name	Dhruv Muchhal	Puneet Pal
Total AUM	₹520687 Cr	₹20950 Cr
Fund Manage	40	19
	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	6.22	3.71
Mid Cap	65.36	66.35
Large Cap	8.77	19.07
Small Cap	19.65	10.87

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	6.22	1.11
Cement & Cement Products	1.59	-
Finance	6.25	-
Healthcare Services	4.47	-
Textiles & Apparels	1.11	-
Banks	10.64	-
Agricultural, Commercial & Construction Vehicles	0.44	-
Leisure Services	4.46	-
Printing & Publication	0.36	-
Pharmaceuticals & Biotechnology	7.51	-
Auto Components	8.7	-
Consumer Durables	5.9	-
Chemicals & Petrochemicals	4.16	-
Petroleum Products	2.34	-
Telecom - Services	2.87	-
Fertilizers & Agrochemicals	0.47	-
Insurance	3.89	0.05
Industrial Products	9.14	-
Agricultural Food & other Products	0.74	-
Media	0.13	-
Gas	0.53	-
Entertainment	0.41	-
IT - Software	7.3	-
Aerospace & Defense	1.17	-
Capital Markets	0.91	-
Construction	2.77	4.28
Financial Technology (Fintech)	1.41	-
Personal Products	0.72	-
Cigarettes & Tobacco Products	0.09	-
Ferrous Metals	2.22	-
Commercial Services & Supplies	1.08	-
Financial	-	17.05
Materials	-	6.43
Services	-	11.99
Healthcare	-	12.46
Technology	-	5.7
Automobile	-	14.16
Capital Goods	-	10.51
Consumer Staples	-	2.53
Energy	-	2.08
Metals & Mining	-	0.96
Consumer Discretionary	-	2.89
Chemicals	-	6.11
Communication	-	0.3
Diversified	-	0.87
Textiles	-	0.52