PGIM India Midcap Opportunities Fund vs Sundaram Mid Cap Fund Regular Plan compare

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PGIM India Midcap Fund - Regular Plan - Growth Option

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Sundaram Mid Cap Fund Regular Plan - 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	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)	₹11640 Cr	₹12818 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

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Month	-1.47%	-1.17%
6 Month	11.34%	10.29%
1 Year	2.56%	2.37%
3 Year	14.83%	24.86%
5 Year	26.64%	28.43%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
6 Month	8.28%	7.76%
1 Year	11.73%	9.45%
3 Year	16.03%	24.04%
5 Year	17.51%	23.59%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
1 Year	12.52%	20.98%
3 Year	15.28%	18.62%
5 Year	18.02%	18.81%

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Standard Deviation	15.00%	16.03%
Sharp	0.85%	1.33%
Beta	0.82%	0.93%
Alpha	-5.21%	1.14%

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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

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	11.35	7.06
Mid Cap	65.46	67.43
Small Cap	8.21	14.05
Large Cap	14.99	11.46

Scheme Name	PGIM India Midcap Fund - Regular Plan - Growth Option	Sundaram Mid Cap Fund Regular Plan - Growth
Others	7	4.28
Industrials	18.65	14.84
Financial Services	19.33	20.7
Consumer Cyclical	15.35	18.14
Healthcare	13.43	10.71
Technology	6.93	6.16
Basic Materials	10.75	10.69
Consumer Defensive	2.08	4.15
Real Estate	2.65	3.78
Communication Services	2.76	2.55
Utilities	1.06	1.89
Energy	-	2.1