PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare

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PGIM India Midcap Fund - Regular Plan - Growth Option

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Edelweiss Mid Cap Fund - Regular Plan - Growth Option

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

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)	₹11326 Cr	₹11731 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

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Month	-1.51%	1.42%
6 Month	7.29%	10.29%
1 Year	2.73%	4.1%
3 Year	12.69%	23.69%
5 Year	22.5%	28.05%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
6 Month	1.59%	3.75%
1 Year	11.88%	16.78%
3 Year	13.88%	23.67%
5 Year	14.59%	23.18%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
1 Year	11.87%	15.38%
3 Year	15.39%	21.06%
5 Year	18.35%	20.55%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Standard Deviation	13.73%	15.59%
Sharp	0.51%	1.08%
Beta	0.80%	0.94%
Alpha	-5.83%	1.60%

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

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	9.79	7.34
Mid Cap	66.05	70.95
Small Cap	10.06	13.24
Large Cap	14.1	8.47

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Edelweiss Mid Cap Fund - Regular Plan - Growth Option
Others	5.48	3.62
Industrials	19.77	14.71
Financial Services	19.19	24.25
Communication Services	2.72	1.78
Consumer Cyclical	16.74	14.24
Healthcare	13.36	10.47
Technology	7	9.68
Basic Materials	10.17	11.05
Consumer Defensive	2.14	4.53
Real Estate	2.53	2.71
Utilities	0.91	0.57
Energy	-	2.41