PGIM India Midcap Opportunities Fund vs ITI Mid Cap Fund Regular compare

ITI Mid Cap Fund Regular - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Overview

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹984 Cr	₹11056 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	03 May 2021	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	%	82%
Expense Ratio	2.16	1.7
Manager	Rohan Korde	Puneet Pal
ISIN Code	INF00XX01895	INF663L01DZ4
Exits Load	Exit load of 1% if redeemed within 12 months./365	Exit load of 0.5%, if redeemed within 90 days./365

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	1.66%	2.06%
6 Month	27.99%	20.82%
1 Year	67.26%	35.02%
3 Year	25.91%	17.65%
5 Year	-	32.21%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	29.45%	14.77%
3 Year	63.57%	30.99%
5 Year	67.28%	93.19%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year	24.34%	32.38%
3 Year	73.64%	72.75%
5 Year	75.77%	102.66%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation	14.37%	13.18%
Sharp	1.22%	0.8%
Beta	0.89%	0.81%
Alpha	-0.32%	-5.45%

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Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name	Rohan Korde	Puneet Pal
Total AUM	₹4626 Cr	₹20950 Cr
Fund Manage	10	19
	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	1.92	3.71
Mid Cap	60.31	66.35
Small Cap	14.85	10.87
Large Cap	20.62	19.07

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	1.92	1.11
Power	5.84	-
Industrial Products	7.44	-
Construction	1.39	4.28
Cement & Cement Products	1.57	-
IT - Services	1.46	-
Finance	7.8	-
Healthcare Services	3.53	-
Electrical Equipment	5.39	-
IT - Software	6.02	-
Aerospace & Defense	4.62	-
Pharmaceuticals & Biotechnology	4.78	-
Auto Components	7.45	-
Gas	0.23	-
Banks	6.62	-
Fertilizers & Agrochemicals	0.83	-
Realty	5.47	-
Petroleum Products	1.83	-
Transport Services	0.9	-
Ferrous Metals	2.97	-
Non - Ferrous Metals	0.72	-
Telecom - Services	3.97	-
Diversified FMCG	0.73	-
Industrial Manufacturing	3.95	-
Leisure Services	0.82	-
Oil	1.5	-
Chemicals & Petrochemicals	2.83	-
Entertainment	0.7	-
Automobiles	1.66	-
Minerals & Mining	0.83	-
Retailing	1.93	-
Financial	-	17.05
Materials	-	6.43
Services	-	11.99
Healthcare	-	12.46
Technology	-	5.7
Insurance	-	0.05
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