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) | ₹7132 Cr | ₹11266 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 | -1.58% | -2.86% |
| 6 Month | 2.41% | -5.78% |
| 1 Year | 16.72% | 4.9% |
| 3 Year | 23.39% | 13.28% |
| 5 Year | 22.15% | 17.28% |
SIP Return Analysis
| Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.61% | -1.57% |
| 1 Year | 21.19% | 4.72% |
| 3 Year | 19.71% | 9.55% |
| 5 Year | 19.73% | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.94% | 11.13% |
| 3 Year | 16.04% | 14.63% |
| 5 Year | 16.12% | 18.56% |
Risk Management
| Scheme Name | ICICI Prudential MidCap Fund - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.13% | 13.64% |
| Sharp | 0.98% | 0.52% |
| Beta | 0.98% | 0.79% |
| Alpha | -0.27% | -5.92% |
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 | 8.65 | 13.51 |
| Mid Cap | 71.72 | 64.29 |
| Small Cap | 10.28 | 10.43 |
| Large Cap | 9.35 | 11.77 |
Sector Allocation
| Scheme Name |
ICICI Prudential MidCap Fund - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.52 | 4.17 |
| Industrials | 20.74 | 16.04 |
| Financial Services | 21.64 | 24.25 |
| Basic Materials | 28.13 | 9.63 |
| Communication Services | 8.41 | 3.26 |
| Consumer Cyclical | 11.81 | 15.06 |
| Real Estate | 5.96 | 3.28 |
| Healthcare | 1.26 | 11.75 |
| Utilities | 0.14 | 0.98 |
| Technology | 0.37 | 8.45 |
| Consumer Defensive | - | 3.13 |
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