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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) | ₹11468 Cr | ₹12501 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 | 2.97% | 2.67% |
| 6 Month | 20.12% | 20.61% |
| 1 Year | 0.65% | -0.5% |
| 3 Year | 12.4% | 21.63% |
| 5 Year | 25.1% | 26.65% |
SIP Return Analysis
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.58% | 5.36% |
| 1 Year | 16.14% | 14.63% |
| 3 Year | 15.86% | 22.94% |
| 5 Year | 16.42% | 22.54% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.16% | 20.64% |
| 3 Year | 15.59% | 18.9% |
| 5 Year | 18.18% | 18.91% |
Risk Management
| Scheme Name | PGIM India Midcap Fund - Regular Plan - Growth Option | Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.72% | 15.01% |
| Sharp | 0.47% | 0.98% |
| Beta | 0.77% | 0.90% |
| Alpha | -4.97% | 1.38% |
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 | 8.88 | 8.46 |
| Mid Cap | 67.08 | 66.65 |
| Small Cap | 9.98 | 14.24 |
| Large Cap | 14.06 | 10.65 |
Sector Allocation
| Scheme Name |
PGIM India Midcap Fund - Regular Plan - Growth Option |
Sundaram Mid Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 4.02 | 5.49 |
| Industrials | 19.99 | 14.27 |
| Financial Services | 17.92 | 19.28 |
| Consumer Cyclical | 16.82 | 17.91 |
| Healthcare | 13.97 | 11.57 |
| Technology | 6.87 | 5.61 |
| Basic Materials | 11.02 | 11.06 |
| Consumer Defensive | 2.49 | 4.27 |
| Real Estate | 2.62 | 3.59 |
| Communication Services | 3.31 | 2.32 |
| Utilities | 0.96 | 2.59 |
| Energy | - | 2.04 |
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