PGIM India Midcap Opportunities Fund vs Motilal Oswal Midcap Fund compare

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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 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) ₹20056 Cr ₹10943 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 1.62 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 -11.92% -7.02%
6 Month 0.74% -3.96%
1 Year 31.42% 11.14%
3 Year 28.2% 9.88%
5 Year 28.51% 25.14%

SIP Return Analysis

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.54% 4.44%
3 Year 36.53% 15.27%
5 Year 36.06% 21.62%

Rolling Lumpsum Returns

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 17.56% 12.74%
3 Year 17.47% 16.03%
5 Year 13.2% 17.43%

Risk Management

Scheme Name Motilal Oswal Midcap Fund-Regular Plan-Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 13.31% 13.18%
Sharp 1.86% 0.8%
Beta 0.83% 0.81%
Alpha 11.3% -5.45%

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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
Fund Manage 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 2.4 3.15
Mid Cap 71.9 67.56
Large Cap 23.85 18.67
Small Cap 1.86 10.62

Sector Allocation

Scheme Name

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 2.4 3.15
Healthcare Services 3.81 7.23
Electrical Equipment 2.63 2.7
IT - Software 20.67 6.62
Automobiles 11.89 2.07
Capital Markets 1.78 4.88
Realty 2.4 3.3
Consumer Durables 15.71 8.51
Chemicals & Petrochemicals 3.46 4.44
Telecom - Services 0.59 0.96
Pharmaceuticals & Biotechnology 1.39 3.66
Industrial Products 9.29 5.99
Finance 8.04 7.47
Retailing 3.92 5.65
Auto Components 9.57 8.89
Financial Technology (Fintech) 2.46 -
IT - Services - 1.11
Diversified FMCG - 0.93
Agricultural, Commercial & Construction Vehicles - 1
Leisure Services - 1.83
Banks - 1.09
Personal Products - 0.4
Transport Services - 3.24
Insurance - 4.22
Beverages - 2.63
Gas - 1.02
Fertilizers & Agrochemicals - 3.03
Textiles & Apparels - 0.99
Power - 0.58
Cement & Cement Products - 1.98
Transport Infrastructure - 0.43

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