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 | 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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