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PGIM India Midcap Opportunities Fund vs Motilal Oswal Midcap Fund compare
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24488 Cr | ₹10460 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 Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.67% | 2.47% |
| 6 Month | -8.29% | -3.95% |
| 1 Year | 13.58% | 6.79% |
| 3 Year | 27% | 13.21% |
| 5 Year | 35.5% | 29.02% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.67% | -0.46% |
| 1 Year | -8.23% | -4.63% |
| 3 Year | 26.01% | 12.04% |
| 5 Year | 29.38% | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.45% | 13.25% |
| 3 Year | 18.47% | 15.7% |
| 5 Year | 13.83% | 17.72% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.728% | 14.939% |
| Sharp | 1.047% | 0.286% |
| Beta | 0.892% | 0.785% |
| Alpha | 7.885% | -6.035% |
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Fund Managers
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Opportunities 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 Opportunities Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.08 | 4.78 |
| Mid Cap | 69.66 | 66.5 |
| Large Cap | 7.25 | 19.8 |
| Small Cap | - | 8.93 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.08 | 3.74 |
| Healthcare | 5 | 13.94 |
| Technology | 34.02 | 10.7 |
| Consumer Cyclical | 16.09 | 17.88 |
| Industrials | 11.09 | 19.05 |
| Utilities | 2.06 | 0.77 |
| Real Estate | 2.8 | 1.72 |
| Communication Services | 3.44 | 2.94 |
| Basic Materials | 2.32 | 9.01 |
| Financial Services | 0.09 | 17.01 |
| Consumer Defensive | - | 3.24 |
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