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

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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

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Chart Comparison

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

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

Trailing Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month -7.54% -6.18%
6 Month 2.82% 6.7%
1 Year 38.68% 22.13%
3 Year 19.21% 11.16%
5 Year - 27.74%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.65% 17.53%
3 Year 31.77% 18.34%
5 Year - 24.57%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 18.31% 12.74%
3 Year 23.99% 16.03%
5 Year - 17.43%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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

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