PGIM India Midcap Opportunities Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹24488 Cr | ₹10460 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 24 Feb 2014 | 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 | 120% | 82% |
Expense Ratio | 1.58 | 1.7 |
Manager | Rakesh Shetty | Puneet Pal |
ISIN Code | INF247L01411 | INF663L01DZ4 |
Exits Load | Motilal Oswal Midcap 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 |
Trailing Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.01% | 6.22% |
6 Month | -15.97% | -13.57% |
1 Year | 14.16% | 5.75% |
3 Year | 26.73% | 10.56% |
5 Year | 37.32% | 32.3% |
SIP Return Analysis
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -11.8% | -6.07% |
1 Year | -10.59% | -9.91% |
3 Year | 26.64% | 11.16% |
5 Year | 30.41% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.45% | 13.25% |
3 Year | 18.47% | 15.7% |
5 Year | 13.83% | 17.72% |
Risk Management
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 18.728% | 14.939% |
Sharp | 1.047% | 0.286% |
Beta | 0.892% | 0.785% |
Alpha | 7.885% | -6.035% |
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Fund Managers
Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Name | Rakesh Shetty | Puneet Pal |
Total AUM | ₹33886 Cr | ₹20950 Cr |
Funds Managed | 19 | 19 |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 23.08 | 4.78 |
Mid Cap | 69.66 | 66.5 |
Large Cap | 7.25 | 19.8 |
Small Cap | - | 8.93 |
Sector Allocation
Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
---|---|---|
Others | 23.08 | 3.74 |
Healthcare | 5 | 13.94 |
Technology | 34.02 | 10.7 |
Consumer Cyclical | 16.09 | 17.88 |
Industrials | 11.09 | 19.05 |
Utilities | 2.06 | 0.77 |
Real Estate | 2.8 | 1.72 |
Communication Services | 3.44 | 2.94 |
Basic Materials | 2.32 | 9.01 |
Financial Services | 0.09 | 17.01 |
Consumer Defensive | - | 3.24 |
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