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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) ₹4354 Cr ₹10460 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 7.04% 6.22%
6 Month -15.49% -13.57%
1 Year 3.72% 5.75%
3 Year 16.81% 10.56%
5 Year 29.39% 32.3%

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 -7.17% -6.07%
1 Year -15.06% -9.91%
3 Year 17.29% 11.16%
5 Year 20.16% 17.26%

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 17.53% 13.25%
3 Year 16.61% 15.7%
5 Year 17.03% 17.72%

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% 14.939%
Sharp 0.63% 0.286%
Beta 0.91% 0.785%
Alpha -2.03% -6.035%

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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
Funds Managed 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 2.98 4.78
Mid Cap 68.49 66.5
Small Cap 20.31 8.93
Large Cap 8.23 19.8

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 2.92 3.74
Basic Materials 9.49 9.01
Industrials 22.52 19.05
Healthcare 14.75 13.94
Financial Services 20.39 17.01
Real Estate 4.84 1.72
Energy 1.69 -
Communication Services 2.98 2.94
Utilities 1.87 0.77
Consumer Cyclical 11.73 17.88
Technology 5.68 10.7
Consumer Defensive 1.13 3.24

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