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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 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) | ₹34749 Cr | ₹11326 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 | 0.19% | -0.35% |
| 6 Month | 17.22% | 12.67% |
| 1 Year | -4.29% | -0.21% |
| 3 Year | 27.17% | 14.29% |
| 5 Year | 33.81% | 24.18% |
SIP Return Analysis
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.55% | 2.05% |
| 1 Year | 9.81% | 13.84% |
| 3 Year | 24.45% | 14.35% |
| 5 Year | 27.17% | 15.15% |
Rolling Lumpsum Returns
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.24% | 11.87% |
| 3 Year | 20.42% | 15.39% |
| 5 Year | 14.63% | 18.35% |
Risk Management
| Scheme Name | Motilal Oswal Midcap Fund-Regular Plan-Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 17.60% | 13.71% |
| Sharp | 0.95% | 0.47% |
| Beta | 0.89% | 0.78% |
| Alpha | 2.81% | -5.71% |
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 | 12.4 | 8.54 |
| Mid Cap | 63.22 | 66.88 |
| Large Cap | 24.39 | 14.26 |
| Small Cap | - | 10.32 |
Sector Allocation
| Scheme Name |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.61 | 4.07 |
| Healthcare | 3.21 | 14.02 |
| Technology | 41.66 | 7.79 |
| Industrials | 16.55 | 19.18 |
| Consumer Cyclical | 26.86 | 18.02 |
| Communication Services | 3.34 | 2.87 |
| Financial Services | 3.2 | 17.71 |
| Real Estate | 2.58 | 2.56 |
| Basic Materials | - | 10.6 |
| Consumer Defensive | - | 2.27 |
| Utilities | - | 0.91 |
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