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PGIM India Midcap Opportunities Fund vs Edelweiss Mid Cap Fund compare

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

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tortoise-icon Edelweiss Mid Cap 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 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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