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PGIM India Midcap Opportunities Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Fund Regular Plan- Growth Option
PGIM India Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹5420 Cr | ₹11581 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Mar 2004 | 02 Dec 2013 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 69.98% | 82% |
| Expense Ratio | 1.87 | 1.7 |
| Manager | Satish Chandra Mishra | Puneet Pal |
| ISIN Code | INF277K01626 | INF663L01DZ4 |
| Exits Load | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.36% | -2.1% |
| 6 Month | 5.28% | -0.06% |
| 1 Year | 2.21% | -2.47% |
| 3 Year | 21.14% | 12.14% |
| 5 Year | 21.29% | 19.59% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.66% | -2.21% |
| 1 Year | 17.73% | 7.21% |
| 3 Year | 16.88% | 11.12% |
| 5 Year | 18.03% | 12.54% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.85% | 11.34% |
| 3 Year | 17.59% | 14.86% |
| 5 Year | 17.48% | 18.53% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.55% | 13.75% |
| Sharp | 0.96% | 0.49% |
| Beta | 0.90% | 0.80% |
| Alpha | -0.37% | -6.02% |
Fund Managers
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Satish Chandra Mishra | Puneet Pal |
| Total AUM | ₹13117 Cr | ₹20950 Cr |
| Funds Managed | 5 | 19 |
| Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.02 | 8.54 |
| Mid Cap | 70.8 | 65.72 |
| Small Cap | 13.42 | 10.95 |
| Large Cap | 8.76 | 14.8 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.15 | 3.41 |
| Industrials | 18.83 | 19.73 |
| Basic Materials | 11.93 | 10.72 |
| Healthcare | 14.69 | 13.61 |
| Technology | 4.87 | 7.67 |
| Real Estate | 3.28 | 2.82 |
| Energy | 1.62 | - |
| Communication Services | 3.27 | 3.1 |
| Financial Services | 18.39 | 19.52 |
| Consumer Defensive | 3.15 | 2.25 |
| Utilities | 1.94 | 0.96 |
| Consumer Cyclical | 12.88 | 16.21 |
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