PGIM India Midcap Opportunities Fund vs HDFC Mid compare

Link copied to clipboard!

tortoise-icon HDFC Mid-Cap Opportunities Fund - Growth Plan

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Trailing Lumpsum Returns

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month -4.53% -6.04%
6 Month 8.86% 6.85%
1 Year 32.77% 22.31%
3 Year 25.23% 11.23%
5 Year 27.91% 27.81%

SIP Return Analysis

Scheme Name HDFC Mid-Cap Opportunities Fund - Growth Plan PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 25.24% 17.53%
3 Year 33.59% 18.34%
5 Year 32.35% 24.57%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 6.94 3.71
Mid Cap 67.07 66.35
Large Cap 8.31 19.07
Small Cap 17.68 10.87

Sector Allocation

Scheme Name

HDFC Mid-Cap Opportunities Fund - Growth Plan

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 6.94 1.11
Cement & Cement Products 1.45 -
Finance 6.14 -
Healthcare Services 3.96 -
Textiles & Apparels 1 -
Banks 10.27 -
Agricultural, Commercial & Construction Vehicles 0.41 -
Leisure Services 4.02 -
Printing & Publication 0.3 -
Pharmaceuticals & Biotechnology 8.66 -
Auto Components 8.63 -
Consumer Durables 4.87 -
Chemicals & Petrochemicals 3.33 -
Petroleum Products 2.91 -
Personal Products 1.21 -
Transport Services 1.03 -
Telecom - Services 3.05 -
Fertilizers & Agrochemicals 0.42 -
Insurance 4.78 0.05
Industrial Products 7.32 -
Agricultural Food & other Products 1.25 -
Media 0.12 -
Gas 0.89 -
IT - Software 8.23 -
Aerospace & Defense 0.51 -
Capital Markets 0.83 -
Construction 2.64 4.28
Financial Technology (Fintech) 1.48 -
Cigarettes & Tobacco Products 0.07 -
Ferrous Metals 2.01 -
Beverages 0.43 -
Commercial Services & Supplies 0.84 -
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

Top Comparisons

Franklin India Savings Fund - Growth Option Franklin India Savings Fund - Growth Option

3Y Returns6.29%

VS

HSBC Money Market Fund - Regular Growth HSBC Money Market Fund - Regular Growth

3Y Returns6%

Compare Now

HDFC Mid-Cap Opportunities Fund - Growth Plan HDFC Mid-Cap Opportunities Fund - Growth Plan

3Y Returns25.23%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns21.34%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns15.67%

VS

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns12.05%

Compare Now

ITI Value Fund Regular - Growth ITI Value Fund Regular - Growth

3Y Returns15.93%

VS

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns20.02%

Compare Now
Request call back
Add to Cart Successfully