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PGIM India Midcap Opportunities Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
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 | 2.66% | 3.88% |
| 6 Month | -6.64% | -3.05% |
| 1 Year | 5.84% | 11.31% |
| 3 Year | 18.27% | 13.14% |
| 5 Year | 28.16% | 30.72% |
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 | -2.7% | -1.28% |
| 1 Year | -12.31% | -6.01% |
| 3 Year | 17.27% | 12.18% |
| 5 Year | 19.76% | 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 | -1.79% | -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 | 3.85 | 4.78 |
| Mid Cap | 68.81 | 66.5 |
| Small Cap | 19.06 | 8.93 |
| Large Cap | 8.29 | 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 | 3.76 | 3.74 |
| Basic Materials | 9.65 | 9.01 |
| Industrials | 21.45 | 19.05 |
| Healthcare | 14.6 | 13.94 |
| Financial Services | 20.91 | 17.01 |
| Real Estate | 4.58 | 1.72 |
| Energy | 1.34 | - |
| Communication Services | 3.12 | 2.94 |
| Utilities | 2.79 | 0.77 |
| Consumer Cyclical | 11.64 | 17.88 |
| Technology | 4.98 | 10.7 |
| Consumer Defensive | 1.2 | 3.24 |
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