Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

PGIM India Midcap Opportunities Fund vs HDFC Mid compare

Link copied to clipboard!

tortoise-icon HDFC Mid-Cap Fund - Growth Plan

Invest Now

tortoise-icon PGIM India Midcap Fund - Regular Plan - Growth Option

Invest Now

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) ₹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

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns19.57%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns24.14%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns7.57%

VS

Mirae Asset Corporate Bond Fund Regular Growth Mirae Asset Corporate Bond Fund Regular Growth

3Y Returns7.06%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns19.4%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Small Cap Fund Regular Growth Kotak Small Cap Fund Regular Growth

3Y Returns15.23%

VS

Tata Small Cap Fund Regular Growth Tata Small Cap Fund Regular Growth

3Y Returns20.02%

Compare Now
Add to Cart Successfully