PGIM India Midcap Opportunities Fund vs HDFC Mid compare

HDFC Mid-Cap Opportunities Fund - Growth Plan

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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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)	₹75037 Cr	₹10943 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

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	3.58%	4.89%
6 Month	5.01%	3.31%
1 Year	27.77%	21.4%
3 Year	28.13%	14.08%
5 Year	28.87%	28.95%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	21.75%	18.29%
3 Year	33.37%	19.7%
5 Year	32.36%	24.92%

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year	15.33%	12.74%
3 Year	19.4%	16.03%
5 Year	18.84%	17.43%

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	7.9	3.15
Mid Cap	66.6	67.56
Large Cap	7.86	18.67
Small Cap	17.64	10.62

Scheme Name	HDFC Mid-Cap Opportunities Fund - Growth Plan	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	7.9	3.15
Cement & Cement Products	1.39	1.98
Finance	5.59	7.47
Healthcare Services	4.01	7.23
Textiles & Apparels	1.04	0.99
Banks	10.88	1.09
Agricultural, Commercial & Construction Vehicles	0.37	1
Leisure Services	4.11	1.83
Printing & Publication	0.3	-
Pharmaceuticals & Biotechnology	8.75	3.66
Auto Components	8.37	8.89
Consumer Durables	4.63	8.51
Chemicals & Petrochemicals	3.25	4.44
Petroleum Products	2.65	-
Personal Products	1.15	0.4
Transport Services	1.02	3.24
Telecom - Services	2.67	0.96
Fertilizers & Agrochemicals	0.44	3.03
Insurance	5.12	4.22
Industrial Products	6.82	5.99
Agricultural Food & other Products	1.34	-
Media	0.12	-
Gas	0.71	1.02
IT - Software	8.55	6.62
Aerospace & Defense	0.53	-
Capital Markets	0.94	4.88
Construction	2.51	-
Financial Technology (Fintech)	1.61	-
Cigarettes & Tobacco Products	0.07	-
Ferrous Metals	1.84	-
Beverages	0.4	2.63
Commercial Services & Supplies	0.92	-
IT - Services	-	1.11
Diversified FMCG	-	0.93
Electrical Equipment	-	2.7
Automobiles	-	2.07
Realty	-	3.3
Retailing	-	5.65
Power	-	0.58
Transport Infrastructure	-	0.43