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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) | ₹11266 Cr | ₹13293 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 | -2.86% | -2% |
| 6 Month | -5.78% | 1.12% |
| 1 Year | 4.9% | 11.53% |
| 3 Year | 13.28% | 24.99% |
| 5 Year | 17.28% | 21.83% |
SIP Return Analysis
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.57% | 1.55% |
| 1 Year | 4.72% | 14.9% |
| 3 Year | 9.55% | 18.22% |
| 5 Year | 11.49% | 20% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.13% | 19.89% |
| 3 Year | 14.63% | 19.56% |
| 5 Year | 18.56% | 19.1% |
Risk Management
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.18% | 13.35% |
| Sharp | 0.58% | 1.16% |
| Beta | 0.79% | 0.93% |
| Alpha | -5.83% | 1.29% |
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 | 13.51 | 7.65 |
| Mid Cap | 64.29 | 69.27 |
| Small Cap | 10.43 | 13.44 |
| Large Cap | 11.77 | 9.64 |
Sector Allocation
| Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.17 | 4.56 |
| Industrials | 16.04 | 14.51 |
| Financial Services | 24.25 | 22.43 |
| Consumer Defensive | 3.13 | 6.25 |
| Communication Services | 3.26 | 2.41 |
| Basic Materials | 9.63 | 9.84 |
| Consumer Cyclical | 15.06 | 15.55 |
| Healthcare | 11.75 | 9.78 |
| Technology | 8.45 | 6.11 |
| Real Estate | 3.28 | 3.8 |
| Utilities | 0.98 | 2.45 |
| Energy | - | 2.31 |
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