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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
Overview
| 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) | ₹10460 Cr | ₹11638 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 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.23% | 7.88% |
| 6 Month | -13.38% | -14.16% |
| 1 Year | 7.97% | 12.4% |
| 3 Year | 11.97% | 21.03% |
| 5 Year | 32.28% | 30.27% |
SIP Return Analysis
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -6.07% | -7.34% |
| 1 Year | -9.91% | -9.78% |
| 3 Year | 11.16% | 21.53% |
| 5 Year | 17.26% | 22.98% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.25% | 21.47% |
| 3 Year | 15.7% | 18.34% |
| 5 Year | 17.72% | 18.67% |
Risk Management
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.939% | 16.453% |
| Sharp | 0.286% | 0.764% |
| Beta | 0.785% | 0.915% |
| Alpha | -6.035% | 0.528% |
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Fund Managers
| 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 |
| Funds Managed | 19 | 3 |
| PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.78 | 6.38 |
| Mid Cap | 66.5 | 65.33 |
| Small Cap | 8.93 | 13.03 |
| Large Cap | 19.8 | 15.27 |
Sector Allocation
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.74 | 5.37 |
| Industrials | 19.05 | 14.82 |
| Financial Services | 17.01 | 19.52 |
| Technology | 10.7 | 6.45 |
| Consumer Cyclical | 17.88 | 18.88 |
| Healthcare | 13.94 | 11.03 |
| Basic Materials | 9.01 | 9.99 |
| Consumer Defensive | 3.24 | 3.4 |
| Real Estate | 1.72 | 3.43 |
| Communication Services | 2.94 | 3.32 |
| Utilities | 0.77 | 2.1 |
| Energy | - | 1.7 |
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