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PGIM India Midcap Opportunities Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1201 Cr | ₹11468 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Mar 2021 | 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 | % | 82% |
| Expense Ratio | 2.06 | 1.7 |
| Manager | Rohan Korde | Puneet Pal |
| ISIN Code | INF00XX01895 | INF663L01DZ4 |
| Exits Load | ITI Mid Cap Fund - Regular Plan - 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 | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.64% | 2.97% |
| 6 Month | 16.35% | 20.12% |
| 1 Year | -7.03% | 0.65% |
| 3 Year | 20.44% | 12.4% |
| 5 Year | - | 25.1% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.31% | 5.58% |
| 1 Year | 8.89% | 16.14% |
| 3 Year | 20.08% | 15.86% |
| 5 Year | - | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.76% | 12.16% |
| 3 Year | 23.51% | 15.59% |
| 5 Year | - | 18.18% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.30% | 13.72% |
| Sharp | 0.83% | 0.47% |
| Beta | 0.97% | 0.77% |
| Alpha | -0.89% | -4.97% |
Fund Managers
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rohan Korde | Puneet Pal |
| Total AUM | ₹4626 Cr | ₹20950 Cr |
| Funds Managed | 10 | 19 |
| ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.68 | 8.88 |
| Small Cap | 18.56 | 9.98 |
| Mid Cap | 64.71 | 67.08 |
| Large Cap | 8.04 | 14.06 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.7 | 4.02 |
| Technology | 10.74 | 6.87 |
| Financial Services | 23.99 | 17.92 |
| Consumer Cyclical | 8.36 | 16.82 |
| Healthcare | 11.33 | 13.97 |
| Industrials | 21.78 | 19.99 |
| Basic Materials | 9.25 | 11.02 |
| Energy | 0.95 | - |
| Utilities | 3.61 | 0.96 |
| Consumer Defensive | 3.29 | 2.49 |
| Real Estate | 2.36 | 2.62 |
| Communication Services | 1.64 | 3.31 |
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