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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) | ₹11581 Cr | ₹13345 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 | -2.1% | -1.06% |
| 6 Month | -0.06% | 4.9% |
| 1 Year | -2.47% | 1.03% |
| 3 Year | 12.14% | 23.05% |
| 5 Year | 19.59% | 23.4% |
SIP Return Analysis
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.21% | 1.95% |
| 1 Year | 7.21% | 17.69% |
| 3 Year | 11.12% | 20.39% |
| 5 Year | 12.54% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.34% | 20.09% |
| 3 Year | 14.86% | 19.42% |
| 5 Year | 18.53% | 19.06% |
Risk Management
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.75% | 15.07% |
| Sharp | 0.49% | 1.09% |
| Beta | 0.80% | 0.93% |
| Alpha | -6.02% | 1.46% |
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 | 8.54 | 9.45 |
| Mid Cap | 65.72 | 67.27 |
| Small Cap | 10.95 | 13.01 |
| Large Cap | 14.8 | 10.28 |
Sector Allocation
| Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.41 | 6.72 |
| Industrials | 19.73 | 14.56 |
| Financial Services | 19.52 | 20.32 |
| Communication Services | 3.1 | 2.21 |
| Basic Materials | 10.72 | 9.54 |
| Consumer Cyclical | 16.21 | 16.05 |
| Healthcare | 13.61 | 10.39 |
| Technology | 7.67 | 5.69 |
| Consumer Defensive | 2.25 | 6.08 |
| Real Estate | 2.82 | 3.78 |
| Utilities | 0.96 | 2.46 |
| Energy | - | 2.21 |
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