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) ₹4194 Cr ₹11056 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jul 1994 05 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 0.75 1.7
Manager Satish Chandra Mishra Puneet Pal
ISIN Code INF277K01626 INF663L01DZ4
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 0.5%, if redeemed within 90 days./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 5.31% 2.06%
6 Month 32.3% 20.82%
1 Year 46.49% 35.02%
3 Year 23.54% 17.65%
5 Year 28.28% 32.21%

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 23.48% 14.77%
3 Year 56.14% 30.99%
5 Year 106.77% 93.19%

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 28.77% 32.38%
3 Year 75.24% 72.75%
5 Year 115% 102.66%

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 1.2% 0.8%
Beta 0.84% 0.81%
Alpha -0.09% -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 5.23 3.71
Mid Cap 64.87 66.35
Small Cap 20.76 10.87
Large Cap 9.14 19.07

Sector Allocation

Scheme Name

Tata Mid Cap Growth Fund Regular Plan- Growth Option

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 2.96 1.11
Materials 5.75 6.43
Chemicals 4.33 6.11
Financial 16.7 17.05
Construction 8.64 4.28
Energy 2.81 2.08
Healthcare 11.33 12.46
Consumer Staples 2.43 2.53
Services 8.18 11.99
Metals & Mining 5.22 0.96
Communication 2.68 0.3
Capital Goods 15.46 10.51
Automobile 5.98 14.16
Consumer Discretionary 2.05 2.89
Technology 2.71 5.7
Diversified 0.87 0.87
Textiles 1.9 0.52
Insurance - 0.05

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