PGIM India Midcap Opportunities Fund vs Sundaram Mid Cap Fund Regular Plan compare
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹11056 Cr | ₹11825 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Dec 2013 | 01 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 82% | 45% |
| Expense Ratio | 1.7 | 1.73 |
| Manager | Puneet Pal | Ratish Varier |
| ISIN Code | INF663L01DZ4 | INF903J01173 |
| Exits Load | Exit load of 0.5%, if redeemed within 90 days./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.06% | 3.73% |
| 6 Month | 20.82% | 26.72% |
| 1 Year | 35.02% | 55.76% |
| 3 Year | 17.65% | 27.27% |
| 5 Year | 32.21% | 27% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.77% | 21.78% |
| 3 Year | 30.99% | 55% |
| 5 Year | 93.19% | 101.07% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 32.38% | 26.93% |
| 3 Year | 72.75% | 73.41% |
| 5 Year | 102.66% | 110.61% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.18% | 13.35% |
| Sharp | 0.8% | 1.37% |
| Beta | 0.81% | 0.87% |
| Alpha | -5.45% | 1.34% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Puneet Pal | Ratish Varier |
| Total AUM | ₹20950 Cr | ₹12102 Cr |
| Fund Manage | 19 | 3 |
| PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Mid Cap | 66.35 | 66.49 |
| Large Cap | 19.07 | 17.11 |
| Others | 3.71 | 6.5 |
| Small Cap | 10.87 | 9.85 |
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Capital Goods | 10.51 | 11.59 |
| Healthcare | 12.46 | 10.83 |
| Construction | 4.28 | 2.45 |
| Financial | 17.05 | 18.38 |
| Automobile | 14.16 | 9.82 |
| Chemicals | 6.11 | 3.8 |
| Technology | 5.7 | 4.25 |
| Materials | 6.43 | 5.11 |
| Services | 11.99 | 13.57 |
| Energy | 2.08 | 4.29 |
| Consumer Staples | 2.53 | 1.94 |
| Others | 1.11 | 2.66 |
| Consumer Discretionary | 2.89 | 4.72 |
| Diversified | 0.87 | - |
| Metals & Mining | 0.96 | 3.91 |
| Textiles | 0.52 | - |
| Communication | 0.3 | 0.34 |
| Insurance | 0.05 | 0.46 |
| Unclassified | - | 1.83 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns5.53%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.56%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns25.91%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns19.62%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns21.28%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns12.67%
ICICI Prudential Bond Fund - Growth
3Y Returns5.94%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns5.47%