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) | ₹10943 Cr | ₹12350 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Dec 2013 | 19 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 | 1.74 |
| Manager | Puneet Pal | Ratish Varier |
| ISIN Code | INF663L01DZ4 | INF903J01173 |
| Exits Load | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.89% | 4.39% |
| 6 Month | 3.31% | 7.82% |
| 1 Year | 21.4% | 32.15% |
| 3 Year | 14.08% | 25.12% |
| 5 Year | 28.95% | 24.54% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.29% | 26.13% |
| 3 Year | 19.7% | 32.98% |
| 5 Year | 24.92% | 29.8% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.74% | 21.22% |
| 3 Year | 16.03% | 18.05% |
| 5 Year | 17.43% | 18.53% |
| 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% | 1.22% |
| Beta | 0.81% | 0.88% |
| Alpha | -5.45% | 3.05% |
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| 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 |
|---|---|---|
| Others | 3.15 | 5.82 |
| Mid Cap | 67.56 | 67.46 |
| Large Cap | 18.67 | 13.04 |
| Small Cap | 10.62 | 13.95 |
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.15 | 5.82 |
| Industrial Products | 5.99 | 7.67 |
| Finance | 7.47 | 8.57 |
| Pharmaceuticals & Biotechnology | 3.66 | 6.89 |
| IT - Services | 1.11 | - |
| Healthcare Services | 7.23 | 4.37 |
| Diversified FMCG | 0.93 | - |
| Agricultural, Commercial & Construction Vehicles | 1 | - |
| IT - Software | 6.62 | 4.71 |
| Leisure Services | 1.83 | 3.59 |
| Electrical Equipment | 2.7 | 3.19 |
| Auto Components | 8.89 | 7.23 |
| Banks | 1.09 | 8.64 |
| Personal Products | 0.4 | - |
| Transport Services | 3.24 | 2.13 |
| Capital Markets | 4.88 | 2.39 |
| Automobiles | 2.07 | 1.48 |
| Consumer Durables | 8.51 | 6.05 |
| Insurance | 4.22 | 1.28 |
| Beverages | 2.63 | 1.19 |
| Gas | 1.02 | 0.9 |
| Realty | 3.3 | 3.04 |
| Fertilizers & Agrochemicals | 3.03 | 3.11 |
| Chemicals & Petrochemicals | 4.44 | 1.47 |
| Telecom - Services | 0.96 | 1.12 |
| Retailing | 5.65 | 4.29 |
| Textiles & Apparels | 0.99 | - |
| Power | 0.58 | 1.71 |
| Cement & Cement Products | 1.98 | 1.94 |
| Transport Infrastructure | 0.43 | - |
| Petroleum Products | - | 1.42 |
| Agricultural Food & other Products | - | 1.22 |
| Aerospace & Defense | - | 1.31 |
| Financial Technology (Fintech) | - | 1.67 |
| Food Products | - | 0.88 |
| Ferrous Metals | - | 0.99 |
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