Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Invest Now

tortoise-icon Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Fund PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹10460 Cr ₹8268 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Dec 2013 26 Dec 2007
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 82% 43%
Expense Ratio 1.7 1.73
Manager Puneet Pal Trideep Bhattacharya
ISIN Code INF663L01DZ4 INF843K01013
Exits Load PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Edelweiss Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month 4.39% 5.26%
6 Month -2.53% -2.84%
1 Year 5.18% 12.12%
3 Year 18.59% 30.87%
5 Year 29.54% 33.56%

SIP Return Analysis

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month 9.88% 11.59%
1 Year 9.24% 12.67%
3 Year 15.64% 27.68%
5 Year 17.91% 26.54%

Rolling Lumpsum Returns

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year 12.52% 15.93%
3 Year 15.28% 20.64%
5 Year 18.02% 20.33%

Risk Management

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.939% 15.57%
Sharp 0.286% 0.992%
Beta 0.785% 0.906%
Alpha -6.035% 1.762%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Name Puneet Pal Trideep Bhattacharya
Total AUM ₹20950 Cr ₹0 Cr
Funds Managed 19 9
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 4.78 4.44
Mid Cap 66.5 72.33
Small Cap 8.93 13.57
Large Cap 19.8 9.66

Sector Allocation

Scheme Name

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Edelweiss Mid Cap Fund - Regular Plan - Growth Option

Others 3.74 3.54
Industrials 19.05 14.33
Financial Services 17.01 20.96
Technology 10.7 11.5
Consumer Cyclical 17.88 17.24
Healthcare 13.94 12.6
Basic Materials 9.01 7.86
Consumer Defensive 3.24 4.99
Real Estate 1.72 3.84
Communication Services 2.94 1.79
Utilities 0.77 0
Energy - 1.35

Top Comparisons

Tata Liquid Fund -Regular Plan - Growth Option Tata Liquid Fund -Regular Plan - Growth Option

3Y Returns6.89%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.94%

Compare Now

Kotak Multi Asset Allocation Fund - Regular (G) Kotak Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Multi Asset Allocation Fund - Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns11.89%

VS

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns9.28%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns31.46%

VS

Axis ELSS Tax Saver Fund - Regular Plan - Growth Axis ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns17.51%

Compare Now
Add to Cart Successfully