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PGIM India Midcap Opportunities Fund vs Sundaram Mid Cap Fund Regular Plan compare

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tortoise-icon PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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tortoise-icon Sundaram Mid Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 6.91% 7.63%
6 Month -8.69% -10.58%
1 Year 8.59% 11.86%
3 Year 11.25% 20.48%
5 Year 29.57% 28.5%

SIP Return Analysis

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Sundaram Mid Cap Fund Regular Plan - Growth
6 Month -1.28% -2.14%
1 Year -6.01% -6.72%
3 Year 12.18% 21.75%
5 Year 17.26% 22.84%

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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