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PGIM India Midcap Opportunities Fund vs Quant Mid Cap Fund compare

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tortoise-icon PGIM India Midcap Fund - Regular Plan - Growth Option

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tortoise-icon Quant Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
Fund PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹11527 Cr ₹8608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 02 Dec 2013 21 Mar 2001
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 1.7 1.75
Manager Puneet Pal Sanjeev Sharma
ISIN Code INF663L01DZ4 INF966L01176
Exits Load PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 Quant Mid Cap 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 PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
1 Month -2.13% -5.06%
6 Month -3.75% -8.3%
1 Year 1.69% -6.9%
3 Year 12.87% 13.21%
5 Year 16.6% 19.51%

SIP Return Analysis

Scheme Name PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
6 Month -2.75% -3.98%
1 Year 2.62% -7.2%
3 Year 9.03% 4.3%
5 Year 11.18% 12.25%

Rolling Lumpsum Returns

Scheme Name PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
1 Year 11.16% 11.45%
3 Year 14.66% 12.59%
5 Year 18.58% 11.05%

Risk Management

Scheme Name PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
Standard Deviation 13.18% 15.85%
Sharp 0.58% 0.56%
Beta 0.79% 0.98%
Alpha -5.83% -7.48%

Fund Managers

Scheme Name PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth
Name Puneet Pal Sanjeev Sharma
Total AUM ₹20950 Cr ₹39731 Cr
Funds Managed 19 22
PGIM India Midcap Fund - Regular Plan - Growth Option Quant Mid Cap Fund-Growth

Market Cap

Scheme Name

PGIM India Midcap Fund - Regular Plan - Growth Option

Quant Mid Cap Fund-Growth

Others 9.54 26.81
Mid Cap 64.99 55.19
Small Cap 11.53 6.57
Large Cap 13.94 11.45

Sector Allocation

Scheme Name

PGIM India Midcap Fund - Regular Plan - Growth Option

Quant Mid Cap Fund-Growth

Others 4.15 26.81
Industrials 18.66 -
Financial Services 22.46 -
Communication Services 2.93 -
Basic Materials 9.94 -
Consumer Cyclical 15.22 -
Healthcare 12.42 -
Technology 7.96 -
Consumer Defensive 2.32 -
Real Estate 2.97 -
Utilities 0.96 -
Petroleum Products - 5.79
Finance - 2.98
Agricultural, Commercial & Construction Vehicles - 1.55
Electrical Equipment - 6.47
Pharmaceuticals & Biotechnology - 11.2
Insurance - 1.06
Telecom - Services - 8.62
Diversified FMCG - 2.42
Power - 2.18
Ferrous Metals - 5.36
Leisure Services - 1.36
Financial Technology (Fintech) - 2.14
Chemicals & Petrochemicals - 3.42
Realty - 0.88
Beverages - 1.51
Agricultural Food & other Products - 1.21
Transport Infrastructure - 8.03
Construction - 6.57
IT - Software - 0.46

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