PGIM India Midcap Opportunities Fund vs Tata Mid Cap Growth Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Tata Mid Cap Growth Fund Regular Plan- Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4444 Cr ₹10943 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Mar 2004 02 Dec 2013
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 69.98% 82%
Expense Ratio 1.87 1.7
Manager Satish Chandra Mishra Puneet Pal
ISIN Code INF277K01626 INF663L01DZ4
Exits Load Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month 1.58% 4.89%
6 Month -1.68% 3.31%
1 Year 22.79% 21.4%
3 Year 20.75% 14.08%
5 Year 24.66% 28.95%

SIP Return Analysis

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.14% 18.29%
3 Year 26.97% 19.7%
5 Year 26.57% 24.92%

Rolling Lumpsum Returns

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 17.42% 12.74%
3 Year 16.1% 16.03%
5 Year 16.97% 17.43%

Risk Management

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 13.05% 13.18%
Sharp 1% 0.8%
Beta 0.87% 0.81%
Alpha -0.09% -5.45%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name Satish Chandra Mishra Puneet Pal
Total AUM ₹13117 Cr ₹20950 Cr
Fund Manage 5 19
Tata Mid Cap Growth Fund Regular Plan- Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 4.64 3.15
Small Cap 18.55 10.62
Mid Cap 69.24 67.56
Large Cap 7.57 18.67

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 4.64 3.15
Realty 4.9 3.3
Industrial Products 8.24 5.99
Cement & Cement Products 3.4 1.98
Chemicals & Petrochemicals 1.69 4.44
Pharmaceuticals & Biotechnology 13.12 3.66
Banks 5.51 1.09
Petroleum Products 1.35 -
Personal Products 1.73 0.4
Finance 7.33 7.47
Telecom - Services 2.97 0.96
Electrical Equipment 3.57 2.7
Insurance 5.26 4.22
Construction 3.05 -
Agricultural, Commercial & Construction Vehicles 1.39 1
Consumer Durables 2.78 8.51
IT - Software 5.23 6.62
Aerospace & Defense 1.03 -
Oil 0.44 -
Auto Components 5.5 8.89
Leisure Services 2.87 1.83
Diversified 0.81 -
Fertilizers & Agrochemicals 3.53 3.03
Agricultural Food & other Products 1.09 -
Transport Infrastructure 3.75 0.43
Textiles & Apparels 1.98 0.99
Transport Services 0.69 3.24
Power 0.82 0.58
Commercial Services & Supplies 1.33 -
IT - Services - 1.11
Healthcare Services - 7.23
Diversified FMCG - 0.93
Capital Markets - 4.88
Automobiles - 2.07
Beverages - 2.63
Gas - 1.02
Retailing - 5.65

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns6.31%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns5.51%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns23.14%

VS

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns23.03%

Compare Now

Mirae Asset Short Duration Fund- Regular Plan -Growth Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns5.55%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns6.06%

Compare Now

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns7.54%

Compare Now
Request call back
Add to Cart Successfully