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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 | ₹11326 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 | 3.75% | 1.72% |
| 6 Month | 12.05% | 10.13% |
| 1 Year | 3.11% | 5.77% |
| 3 Year | 22.74% | 13.2% |
| 5 Year | - | 23.65% |
SIP Return Analysis
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.24% | -0.18% |
| 1 Year | 7.82% | 8.44% |
| 3 Year | 17.45% | 12.68% |
| 5 Year | - | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.69% | 11.87% |
| 3 Year | 23.19% | 15.39% |
| 5 Year | - | 18.35% |
Risk Management
| Scheme Name | ITI Mid Cap Fund Regular - Growth | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.35% | 13.73% |
| Sharp | 0.96% | 0.51% |
| Beta | 1.00% | 0.80% |
| Alpha | -0.49% | -5.83% |
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 | 10.07 | 9.79 |
| Mid Cap | 62.06 | 66.05 |
| Large Cap | 9.11 | 14.1 |
| Small Cap | 18.75 | 10.06 |
Sector Allocation
| Scheme Name |
ITI Mid Cap Fund Regular - Growth |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.77 | 5.48 |
| Financial Services | 22.11 | 19.19 |
| Consumer Cyclical | 10.2 | 16.74 |
| Technology | 12.5 | 7 |
| Industrials | 21.12 | 19.77 |
| Healthcare | 12.04 | 13.36 |
| Basic Materials | 9.34 | 10.17 |
| Energy | 1.13 | - |
| Utilities | 2.93 | 0.91 |
| Consumer Defensive | 4.31 | 2.14 |
| Real Estate | 1.07 | 2.53 |
| Communication Services | 1.47 | 2.72 |
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