PGIM India Midcap Opportunities Fund vs ITI Mid Cap Fund Regular compare

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ITI Mid Cap Fund Regular - Growth

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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	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)	₹1249 Cr	₹11640 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

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Month	-2.91%	-1.47%
6 Month	8.26%	11.34%
1 Year	-6.97%	2.56%
3 Year	23.93%	14.83%
5 Year	-	26.64%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
6 Month	6.28%	8.28%
1 Year	4.39%	11.73%
3 Year	21.89%	16.03%
5 Year	-	17.51%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
1 Year	17.38%	12.52%
3 Year	23.06%	15.28%
5 Year	-	18.02%

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Standard Deviation	16.66%	15.00%
Sharp	1.25%	0.85%
Beta	0.96%	0.82%
Alpha	-0.17%	-5.21%

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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

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	7.07	11.35
Small Cap	19.33	8.21
Mid Cap	64.71	65.46
Large Cap	8.89	14.99

Scheme Name	ITI Mid Cap Fund Regular - Growth	PGIM India Midcap Fund - Regular Plan - Growth Option
Others	3.25	7
Technology	9.95	6.93
Financial Services	19.37	19.33
Consumer Cyclical	7.78	15.35
Healthcare	13	13.43
Industrials	22.02	18.65
Basic Materials	11.31	10.75
Energy	0.95	-
Utilities	4.31	1.06
Consumer Defensive	4.02	2.08
Real Estate	2.34	2.65
Communication Services	1.7	2.76