PGIM India Midcap Opportunities Fund vs ITI Mid Cap Fund Regular compare
ITI Mid Cap Fund Regular - Growth
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
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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