PGIM India Midcap Opportunities Fund vs ICICI Prudential MidCap Fund compare
ICICI Prudential MidCap Fund - Growth
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹6654 Cr | ₹11468 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 28 Oct 2004 | 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 | 73% | 82% |
Expense Ratio | 1.9 | 1.7 |
Manager | Sharmila D'mello | Puneet Pal |
ISIN Code | INF109K01AN2 | INF663L01DZ4 |
Exits Load | ICICI Prudential MidCap 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 | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.72% | -0.62% |
6 Month | 19.83% | 19.06% |
1 Year | -0.71% | 0.36% |
3 Year | 21.08% | 13.34% |
5 Year | 24.67% | 23.87% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.45% | 3.75% |
1 Year | 7.83% | 9.58% |
3 Year | 19.78% | 14.39% |
5 Year | 20.36% | 16.02% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.67% | 12.16% |
3 Year | 15.45% | 15.59% |
5 Year | 15.84% | 18.18% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.46% | 13.82% |
Sharp | 1.02% | 0.60% |
Beta | 0.96% | 0.78% |
Alpha | -1.28% | -5.39% |
Fund Managers
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Puneet Pal |
Total AUM | ₹354743 Cr | ₹20950 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.03 | 8.88 |
Mid Cap | 69.66 | 67.08 |
Small Cap | 17.12 | 9.98 |
Large Cap | 7.18 | 14.06 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.07 | 4.02 |
Industrials | 21.95 | 19.99 |
Financial Services | 18.82 | 17.92 |
Basic Materials | 26.28 | 11.02 |
Communication Services | 10.54 | 3.31 |
Healthcare | 2.82 | 13.97 |
Consumer Cyclical | 10.46 | 16.82 |
Technology | 0.38 | 6.87 |
Real Estate | 6.55 | 2.62 |
Utilities | 0.13 | 0.96 |
Consumer Defensive | - | 2.49 |
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