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) | ₹92169 Cr | ₹11581 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 | -1.86% | -4.03% |
| 6 Month | 5.31% | -2.19% |
| 1 Year | 3.95% | -4.12% |
| 3 Year | 24.69% | 12.19% |
| 5 Year | 25.3% | 18.85% |
SIP Return Analysis
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.88% | -2.21% |
| 1 Year | 20.1% | 7.21% |
| 3 Year | 20.78% | 11.12% |
| 5 Year | 22.84% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.41% | 11.34% |
| 3 Year | 20.66% | 14.86% |
| 5 Year | 20% | 18.53% |
Risk Management
| Scheme Name | HDFC Mid-Cap Fund - Growth Plan | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 13.75% |
| Sharp | 1.25% | 0.49% |
| Beta | 0.86% | 0.80% |
| Alpha | 3.57% | -6.02% |
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 | 12.16 | 9.54 |
| Mid Cap | 63.68 | 64.99 |
| Large Cap | 7.64 | 13.94 |
| Small Cap | 16.51 | 11.53 |
Sector Allocation
| Scheme Name |
HDFC Mid-Cap Fund - Growth Plan |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.97 | 4.15 |
| Basic Materials | 5.07 | 9.94 |
| Consumer Defensive | 5.56 | 2.32 |
| Consumer Cyclical | 16.69 | 15.22 |
| Financial Services | 27.28 | 22.46 |
| Industrials | 9.05 | 18.66 |
| Communication Services | 2.76 | 2.93 |
| Healthcare | 12.26 | 12.42 |
| Technology | 10.48 | 7.96 |
| Energy | 2.76 | - |
| Utilities | 1.11 | 0.96 |
| Real Estate | - | 2.97 |
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