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

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tortoise-icon ITI Mid Cap Fund Regular - Growth

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tortoise-icon PGIM India Midcap Opportunities 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 Opportunities Fund - Regular Plan - Growth Option
Fund ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1095 Cr ₹10460 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 Opportunities Fund - Regular Plan - Growth Option
1 Month 1.66% 2.82%
6 Month -7.81% -4.23%
1 Year 1.39% 6.96%
3 Year 22.11% 13.04%
5 Year - 29.06%

SIP Return Analysis

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month -0.6% 0.1%
1 Year -11.45% -5.39%
3 Year 21.29% 12.37%
5 Year - 17.11%

Rolling Lumpsum Returns

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 18.59% 13.25%
3 Year 23.23% 15.7%
5 Year - 17.72%

Risk Management

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 15.396% 14.939%
Sharp 0.922% 0.286%
Beta 0.903% 0.785%
Alpha 0.547% -6.035%

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Fund Managers

Scheme Name ITI Mid Cap Fund Regular - Growth PGIM India Midcap Opportunities 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 Opportunities Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

ITI Mid Cap Fund Regular - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 7.19 4.78
Mid Cap 67.18 66.5
Small Cap 18.11 8.93
Large Cap 7.52 19.8

Sector Allocation

Scheme Name

ITI Mid Cap Fund Regular - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 5.54 3.74
Utilities 2.37 0.77
Technology 16.29 10.7
Industrials 20.88 19.05
Financial Services 19.06 17.01
Healthcare 12.55 13.94
Consumer Cyclical 9.91 17.88
Basic Materials 5.77 9.01
Energy 1.88 -
Real Estate 2.04 1.72
Communication Services 1.44 2.94
Consumer Defensive 2.29 3.24

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