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) | ₹83105 Cr | ₹11468 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 | 2.56% | 2.97% |
| 6 Month | 18.98% | 20.12% |
| 1 Year | 1.36% | 0.65% |
| 3 Year | 24.08% | 12.4% |
| 5 Year | 29.49% | 25.1% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.13% | 5.58% |
| 1 Year | 15.05% | 16.14% |
| 3 Year | 22.66% | 15.86% |
| 5 Year | 24.25% | 16.42% |
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 | 13.84% | 13.72% |
| Sharp | 1.20% | 0.47% |
| Beta | 0.83% | 0.77% |
| Alpha | 4.36% | -4.97% |
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 | 12.06 | 8.88 |
| Mid Cap | 61.58 | 67.08 |
| Large Cap | 7.16 | 14.06 |
| Small Cap | 19.2 | 9.98 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.22 | 4.02 |
| Basic Materials | 5.74 | 11.02 |
| Consumer Defensive | 5.12 | 2.49 |
| Consumer Cyclical | 18.34 | 16.82 |
| Financial Services | 24.14 | 17.92 |
| Industrials | 10.31 | 19.99 |
| Communication Services | 2.93 | 3.31 |
| Healthcare | 12 | 13.97 |
| Technology | 10.2 | 6.87 |
| Energy | 2.77 | - |
| Utilities | 1.24 | 0.96 |
| Real Estate | - | 2.62 |
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