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

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

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

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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 -4.95% -7.02%
6 Month -6.64% -3.96%
1 Year 13.09% 11.14%
3 Year 17.94% 9.88%
5 Year 21.95% 25.14%

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 1.16% 4.44%
3 Year 22.84% 15.27%
5 Year 23.96% 21.62%

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 0.9% 0.8%
Beta 0.87% 0.81%
Alpha -0.51% -5.45%

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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

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