PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare
PGIM India Midcap Fund - Regular Plan - Growth Option
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | PGIM India Midcap Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹11640 Cr | ₹10988 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 Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.43% | -3.2% |
6 Month | 10.9% | 9.21% |
1 Year | 2.28% | 4.36% |
3 Year | 14.7% | 25.76% |
5 Year | 26.54% | 31.19% |
SIP Return Analysis
Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.28% | 7.44% |
1 Year | 11.73% | 9.51% |
3 Year | 16.03% | 25.89% |
5 Year | 17.51% | 25.28% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Midcap 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 Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.00% | 16.18% |
Sharp | 0.85% | 1.42% |
Beta | 0.82% | 0.92% |
Alpha | -5.21% | 2.86% |
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Fund Managers
Scheme Name | PGIM India Midcap 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 Fund - Regular Plan - Growth Option | Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.35 | 8.94 |
Mid Cap | 65.46 | 70.16 |
Small Cap | 8.21 | 12.84 |
Large Cap | 14.99 | 8.07 |
Sector Allocation
Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Edelweiss Mid Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7 | 3.65 |
Industrials | 18.65 | 12.62 |
Financial Services | 19.33 | 23.22 |
Consumer Cyclical | 15.35 | 15.12 |
Healthcare | 13.43 | 10.21 |
Technology | 6.93 | 10.73 |
Basic Materials | 10.75 | 10.74 |
Consumer Defensive | 2.08 | 5.18 |
Real Estate | 2.65 | 3.27 |
Communication Services | 2.76 | 2.24 |
Utilities | 1.06 | 0.73 |
Energy | - | 2.29 |
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