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

ITI Mid Cap Fund Regular - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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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	Very High	Very High
Asset Size (Cr)	₹1110 Cr	₹10943 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Mar 2021	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	%	82%
Expense Ratio	2.11	1.7
Manager	Rohan Korde	Puneet Pal
ISIN Code	INF00XX01895	INF663L01DZ4
Exits Load	ITI Mid Cap Fund - Regular Plan - 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	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	3.44%	4.41%
6 Month	-1.18%	2.91%
1 Year	35.3%	23.78%
3 Year	24.24%	15.17%
5 Year	-	29.16%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	16.2%	18.29%
3 Year	32%	19.7%
5 Year	-	24.92%

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%

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	2.86	3.15
Mid Cap	71.32	67.56
Small Cap	15.99	10.62
Large Cap	9.83	18.67

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Others	2.86	3.15
Power	5.4	0.58
Industrial Products	7.49	5.99
Construction	1.95	-
IT - Services	1.52	1.11
Finance	8.15	7.47
Healthcare Services	4.41	7.23
Electrical Equipment	7.22	2.7
Agricultural, Commercial & Construction Vehicles	1.01	1
Chemicals & Petrochemicals	3.26	4.44
IT - Software	6.91	6.62
Petroleum Products	1.09	-
Transport Services	1.28	3.24
Non - Ferrous Metals	2.02	-
Pharmaceuticals & Biotechnology	6.9	3.66
Banks	4.38	1.09
Aerospace & Defense	1.18	-
Insurance	1.46	4.22
Agricultural Food & other Products	1.65	-
Industrial Manufacturing	3.43	-
Realty	4.03	3.3
Ferrous Metals	2	-
Consumer Durables	2.94	8.51
Capital Markets	1.83	4.88
Auto Components	3.68	8.89
Telecom - Services	1.35	0.96
Financial Technology (Fintech)	1.29	-
Automobiles	1.14	2.07
Minerals & Mining	0.97	-
Fertilizers & Agrochemicals	1.2	3.03
Retailing	2.12	5.65
Commercial Services & Supplies	0.92	-
Textiles & Apparels	1.05	0.99
Cement & Cement Products	1	1.98
Transport Infrastructure	0.91	0.43
Diversified FMCG	-	0.93
Leisure Services	-	1.83
Personal Products	-	0.4
Beverages	-	2.63
Gas	-	1.02