- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Midcap Opportunities Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹36880 Cr | ₹11266 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 24 Feb 2014 | 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 | 120% | 82% |
| Expense Ratio | 1.58 | 1.7 |
| Manager | Rakesh Shetty | Puneet Pal |
| ISIN Code | INF247L01411 | INF663L01DZ4 |
| Exits Load | Motilal Oswal Midcap Fund - 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 | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -6% | -3.86% |
| 6 Month | -8.84% | -5.9% |
| 1 Year | -3.39% | 4.36% |
| 3 Year | 23.06% | 13% |
| 5 Year | 25.96% | 17.17% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -10.79% | -7.94% |
| 1 Year | -15.15% | -8.98% |
| 3 Year | 10.06% | 5.6% |
| 5 Year | 18.69% | 9.41% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.44% | 11.13% |
| 3 Year | 20.95% | 14.63% |
| 5 Year | 14.91% | 18.56% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.31% | 13.18% |
| Sharp | 1.03% | 0.58% |
| Beta | 0.91% | 0.79% |
| Alpha | 2.6% | -5.83% |
Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Rakesh Shetty | Puneet Pal |
| Total AUM | ₹33886 Cr | ₹20950 Cr |
| Funds Managed | 19 | 19 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.31 | 13.51 |
| Mid Cap | 58.51 | 64.29 |
| Large Cap | 16.18 | 11.77 |
| Small Cap | - | 10.43 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 16.4 | 4.17 |
| Healthcare | 0.85 | 11.75 |
| Financial Services | 10.65 | 24.25 |
| Technology | 34.62 | 8.45 |
| Consumer Cyclical | 15.12 | 15.06 |
| Communication Services | 9.14 | 3.26 |
| Industrials | 10.84 | 16.04 |
| Real Estate | 2.38 | 3.28 |
| Consumer Defensive | - | 3.13 |
| Basic Materials | - | 9.63 |
| Utilities | - | 0.98 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.54%
Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option
3Y Returns6.36%
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.34%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns8%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.83%
Axis US Specific Treasury Dynamic Debt Passive ETF FoF - Regular Growth
3Y Returns0%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns17.68%
UTI - Master Share-Growth Option
3Y Returns13.42%
