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) | ₹6589 Cr | ₹11326 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 | 0.69% | -1.11% |
6 Month | 18.7% | 11.71% |
1 Year | 3.61% | 2.05% |
3 Year | 22.4% | 14.22% |
5 Year | 26.89% | 23.72% |
SIP Return Analysis
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.07% | 1.9% |
1 Year | 19.58% | 13.79% |
3 Year | 21.73% | 14.7% |
5 Year | 21.09% | 15.48% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.38% | 11.87% |
3 Year | 15.59% | 15.39% |
5 Year | 15.96% | 18.35% |
Risk Management
Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.46% | 13.71% |
Sharp | 0.91% | 0.47% |
Beta | 0.98% | 0.78% |
Alpha | -1.09% | -5.71% |
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 | 4.99 | 9.79 |
Mid Cap | 71.74 | 66.05 |
Small Cap | 15.26 | 10.06 |
Large Cap | 8.02 | 14.1 |
Sector Allocation
Scheme Name |
ICICI Prudential MidCap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.96 | 5.48 |
Industrials | 22.29 | 19.77 |
Financial Services | 18.59 | 19.19 |
Basic Materials | 27.41 | 10.17 |
Communication Services | 10.25 | 2.72 |
Healthcare | 1.37 | 13.36 |
Consumer Cyclical | 11.44 | 16.74 |
Real Estate | 6.19 | 2.53 |
Technology | 0.36 | 7 |
Utilities | 0.13 | 0.91 |
Consumer Defensive | - | 2.14 |
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