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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) | ₹1290 Cr | ₹11581 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 | -0.9% | -3.28% |
| 6 Month | 3.01% | -1.83% |
| 1 Year | -1.01% | -4.01% |
| 3 Year | 22.59% | 12.18% |
| 5 Year | - | 18.87% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.28% | -2.21% |
| 1 Year | 15.63% | 7.21% |
| 3 Year | 18.37% | 11.12% |
| 5 Year | - | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 11.28% |
| 3 Year | 23.19% | 14.79% |
| 5 Year | - | 18.55% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.34% | 13.75% |
| Sharp | 0.96% | 0.49% |
| Beta | 1.00% | 0.80% |
| Alpha | -0.38% | -6.02% |
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 | 12.43 | 9.54 |
| Mid Cap | 62 | 64.99 |
| Large Cap | 9.57 | 13.94 |
| Small Cap | 15.99 | 11.53 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.03 | 4.15 |
| Financial Services | 25.98 | 22.46 |
| Consumer Cyclical | 11.26 | 15.22 |
| Technology | 13.12 | 7.96 |
| Industrials | 19.75 | 18.66 |
| Healthcare | 11.7 | 12.42 |
| Basic Materials | 10.73 | 9.94 |
| Energy | 0.73 | - |
| Consumer Defensive | 1.97 | 2.32 |
| Communication Services | 1.63 | 2.93 |
| Utilities | 1.11 | 0.96 |
| Real Estate | - | 2.97 |
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