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PGIM India Midcap Opportunities Fund vs HDFC Mid compare
HDFC Mid-Cap Opportunities Fund - Growth Plan
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹73510 Cr | ₹10460 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Jun 2007 | 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 | 14.6% | 82% |
| Expense Ratio | 1.39 | 1.7 |
| Manager | Dhruv Muchhal | Puneet Pal |
| ISIN Code | INF179K01CR2 | INF663L01DZ4 |
| Exits Load | HDFC Mid-Cap Opportunities Fund - 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 | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.46% | 4.39% |
| 6 Month | -2.11% | -2.53% |
| 1 Year | 7.3% | 5.18% |
| 3 Year | 31.8% | 18.59% |
| 5 Year | 33.12% | 29.54% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.86% | 9.88% |
| 1 Year | 10.12% | 9.24% |
| 3 Year | 25.08% | 15.64% |
| 5 Year | 26.17% | 17.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.2% | 12.52% |
| 3 Year | 20.01% | 15.28% |
| 5 Year | 19.47% | 18.02% |
Risk Management
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.301% | 14.939% |
| Sharp | 1.022% | 0.286% |
| Beta | 0.855% | 0.785% |
| Alpha | 4.384% | -6.035% |
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Fund Managers
| Scheme Name | HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Puneet Pal |
| Total AUM | ₹520687 Cr | ₹20950 Cr |
| Funds Managed | 40 | 19 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.07 | 4.78 |
| Mid Cap | 65.07 | 66.5 |
| Large Cap | 5.88 | 19.8 |
| Small Cap | 20.98 | 8.93 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Opportunities Fund - Growth Plan |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.07 | 3.74 |
| Basic Materials | 6.21 | 9.01 |
| Consumer Defensive | 4.23 | 3.24 |
| Consumer Cyclical | 17.51 | 17.88 |
| Financial Services | 24.44 | 17.01 |
| Healthcare | 11.93 | 13.94 |
| Industrials | 10.38 | 19.05 |
| Communication Services | 3.05 | 2.94 |
| Energy | 2.69 | - |
| Utilities | 1.37 | 0.77 |
| Technology | 10.11 | 10.7 |
| Real Estate | - | 1.72 |
Top Comparisons
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns31.8%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns35.19%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns26.25%
Quant Small Cap Fund Regular Growth
3Y Returns29.61%
Edelweiss Focused Fund - Regular Plan - Growth
3Y Returns0%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns22.08%
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3Y Returns25.74%
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3Y Returns31.46%
