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 | -6.18% | -6.04% |
| 6 Month | 6.7% | 10.84% |
| 1 Year | 22.13% | 37.76% |
| 3 Year | 11.16% | 21.7% |
| 5 Year | 27.74% | 23.73% |
| Scheme Name | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 17.53% | 29.86% |
| 3 Year | 18.34% | 32.77% |
| 5 Year | 24.57% | 29.48% |
| 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% | 1.16% |
| Beta | 0.81% | 0.88% |
| Alpha | -5.45% | 2.72% |
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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 | 3.71 | 6.5 |
| Mid Cap | 66.35 | 66.49 |
| Large Cap | 19.07 | 17.11 |
| Small Cap | 10.87 | 9.85 |
| Scheme Name |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.11 | 2.66 |
| Financial | 17.05 | 18.38 |
| Materials | 6.43 | 5.11 |
| Services | 11.99 | 13.57 |
| Healthcare | 12.46 | 10.83 |
| Technology | 5.7 | 4.25 |
| Insurance | 0.05 | 0.46 |
| Automobile | 14.16 | 9.82 |
| Capital Goods | 10.51 | 11.59 |
| Construction | 4.28 | 2.45 |
| Consumer Staples | 2.53 | 1.94 |
| Energy | 2.08 | 4.29 |
| Metals & Mining | 0.96 | 3.91 |
| Consumer Discretionary | 2.89 | 4.72 |
| Chemicals | 6.11 | 3.8 |
| Communication | 0.3 | 0.34 |
| Diversified | 0.87 | - |
| Textiles | 0.52 | - |
| Unclassified | - | 1.83 |
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