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PGIM India Midcap Opportunities Fund vs HDFC Mid compare

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tortoise-icon HDFC Mid-Cap Fund - Growth Plan

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tortoise-icon 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) ₹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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