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PGIM India Midcap Opportunities Fund vs Sundaram Mid Cap Fund Regular Plan compare
PGIM India Midcap Fund - Regular Plan - Growth Option
Sundaram Mid Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹11326 Cr | ₹12585 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 02 Dec 2013 | 19 Jul 2002 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 82% | 45% |
| Expense Ratio | 1.7 | 1.77 |
| Manager | Puneet Pal | Ratish Varier |
| ISIN Code | INF663L01DZ4 | INF903J01173 |
| 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 | Sundaram Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.04% | 1.89% |
| 6 Month | 8.49% | 13.54% |
| 1 Year | 2.02% | 4.01% |
| 3 Year | 12.8% | 23.61% |
| 5 Year | 22.53% | 26.03% |
SIP Return Analysis
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.59% | 5.34% |
| 1 Year | 11.88% | 20.21% |
| 3 Year | 13.88% | 23.09% |
| 5 Year | 14.59% | 22.46% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.87% | 20.33% |
| 3 Year | 15.39% | 19.02% |
| 5 Year | 18.35% | 18.97% |
Risk Management
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.73% | 15.06% |
| Sharp | 0.51% | 1.09% |
| Beta | 0.80% | 0.93% |
| Alpha | -5.83% | 1.50% |
Fund Managers
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Puneet Pal | Ratish Varier |
| Total AUM | ₹20950 Cr | ₹12102 Cr |
| Funds Managed | 19 | 3 |
| PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 9.79 | 6.89 |
| Mid Cap | 66.05 | 67.99 |
| Small Cap | 10.06 | 14.22 |
| Large Cap | 14.1 | 10.91 |
Sector Allocation
| Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.48 | 3.87 |
| Industrials | 19.77 | 14.8 |
| Financial Services | 19.19 | 19.58 |
| Communication Services | 2.72 | 2.15 |
| Consumer Cyclical | 16.74 | 17.35 |
| Healthcare | 13.36 | 11.72 |
| Technology | 7 | 5.48 |
| Basic Materials | 10.17 | 10.47 |
| Consumer Defensive | 2.14 | 6.31 |
| Real Estate | 2.53 | 3.58 |
| Utilities | 0.91 | 2.52 |
| Energy | - | 2.16 |
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