PGIM India Midcap Opportunities Fund vs HDFC Mid compare

PGIM India Midcap Opportunities Fund vs HDFC Mid compare

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HDFC Mid-Cap Fund - Growth Plan

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PGIM India Midcap 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	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)	₹84061 Cr	₹11640 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	-3.94%	-1.46%
6 Month	6.23%	8.19%
1 Year	4.81%	6.32%
3 Year	26.06%	14.25%
5 Year	30.05%	25.78%

SIP Return Analysis

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	6.77%	7.3%
1 Year	8.64%	8.76%
3 Year	22.67%	14.65%
5 Year	24.57%	16.49%

Rolling Lumpsum Returns

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	14.93%	12.16%
3 Year	20.25%	15.59%
5 Year	19.59%	18.18%

Risk Management

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	13.79%	13.82%
Sharp	1.39%	0.60%
Beta	0.85%	0.82%
Alpha	4.88%	-5.21%

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	12.45	11.35
Mid Cap	62.14	65.46
Large Cap	5.61	14.99
Small Cap	19.81	8.21

Sector Allocation

Scheme Name	HDFC Mid-Cap Fund - Growth Plan	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	7.15	7
Basic Materials	7.04	10.75
Consumer Defensive	4.33	2.08
Consumer Cyclical	17.44	15.35
Financial Services	25.63	19.33
Industrials	9.8	18.65
Communication Services	2.88	2.76
Healthcare	10.43	13.43
Technology	11.08	6.93
Energy	2.89	-
Utilities	1.31	1.06
Real Estate	-	2.65

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