PGIM India Midcap Opportunities Fund vs HDFC Mid compare
HDFC Mid-Cap Fund - Growth Plan
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹84855 Cr | ₹11326 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 Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.21% | 1.46% |
| 6 Month | 12.98% | 9.49% |
| 1 Year | 7.61% | 5.18% |
| 3 Year | 25.9% | 13.35% |
| 5 Year | 29.74% | 23.72% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.18% | -0.15% |
| 1 Year | 9.82% | 8.6% |
| 3 Year | 18.91% | 12.52% |
| 5 Year | 22.01% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.73% | 11.87% |
| 3 Year | 20.43% | 15.39% |
| 5 Year | 19.73% | 18.35% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.79% | 13.71% |
| Sharp | 1.24% | 0.47% |
| Beta | 0.84% | 0.78% |
| Alpha | 4.00% | -5.71% |
Fund Managers
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Puneet Pal |
| Total AUM | ₹520687 Cr | ₹20950 Cr |
| Funds Managed | 40 | 19 |
| HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.91 | 9.79 |
| Mid Cap | 62.44 | 66.05 |
| Large Cap | 7.87 | 14.1 |
| Small Cap | 18.77 | 10.06 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.37 | 5.48 |
| Basic Materials | 5.54 | 10.17 |
| Consumer Defensive | 5.67 | 2.14 |
| Consumer Cyclical | 17.92 | 16.74 |
| Financial Services | 24.7 | 19.19 |
| Industrials | 10.55 | 19.77 |
| Communication Services | 2.73 | 2.72 |
| Healthcare | 12.55 | 13.36 |
| Technology | 9.82 | 7 |
| Energy | 2.9 | - |
| Utilities | 1.24 | 0.91 |
| Real Estate | - | 2.53 |
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