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
Chart Comparison
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) | ₹73510 Cr | ₹10460 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Jun 2007 | 02 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 | 1.39 | 1.7 |
Manager | Dhruv Muchhal | Puneet Pal |
ISIN Code | INF179K01CR2 | INF663L01DZ4 |
Exits Load | HDFC Mid-Cap Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.2% | 7.58% |
6 Month | -11.56% | -12.46% |
1 Year | 7.42% | 6.54% |
3 Year | 23.5% | 11.02% |
5 Year | 35.13% | 32.62% |
SIP Return Analysis
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.14% | -6.07% |
1 Year | -8.3% | -9.91% |
3 Year | 22.55% | 11.16% |
5 Year | 25.67% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.63% | 13.25% |
3 Year | 19.73% | 15.7% |
5 Year | 19.19% | 17.72% |
Risk Management
Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.301% | 14.939% |
Sharp | 1.022% | 0.286% |
Beta | 0.855% | 0.785% |
Alpha | 4.384% | -6.035% |
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Fund Managers
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 |
Funds Managed | 40 | 19 |
HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.07 | 4.78 |
Mid Cap | 65.07 | 66.5 |
Large Cap | 5.88 | 19.8 |
Small Cap | 20.98 | 8.93 |
Sector Allocation
Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.07 | 3.74 |
Basic Materials | 6.21 | 9.01 |
Consumer Defensive | 4.23 | 3.24 |
Consumer Cyclical | 17.51 | 17.88 |
Financial Services | 24.44 | 17.01 |
Healthcare | 11.93 | 13.94 |
Industrials | 10.38 | 19.05 |
Communication Services | 3.05 | 2.94 |
Energy | 2.69 | - |
Utilities | 1.37 | 0.77 |
Technology | 10.11 | 10.7 |
Real Estate | - | 1.72 |
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