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

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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 Risk	Very High Risk
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

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month	-6.88%	-4.51%
6 Month	-15.16%	-11.13%
1 Year	4.3%	5.25%
3 Year	17.45%	10.79%
5 Year	19.54%	22.56%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-16.23%	-11.52%
3 Year	15.45%	9.26%
5 Year	19.39%	17.4%

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%

Scheme Name	Tata Mid Cap Growth Fund Regular Plan- Growth Option	PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation	13.05%	14.598%
Sharp	0.78%	0.339%
Beta	0.88%	0.807%
Alpha	-0.96%	-7.2%

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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

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

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