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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) | ₹5043 Cr | ₹11326 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 | 3.43% | 1.46% |
| 6 Month | 10.69% | 9.49% |
| 1 Year | 2.71% | 5.18% |
| 3 Year | 21.14% | 13.35% |
| 5 Year | 24.32% | 23.72% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.44% | -0.15% |
| 1 Year | 8.43% | 8.6% |
| 3 Year | 15.13% | 12.52% |
| 5 Year | 17.22% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.23% | 11.87% |
| 3 Year | 17.31% | 15.39% |
| 5 Year | 17.35% | 18.35% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 13.73% |
| Sharp | 0.96% | 0.51% |
| Beta | 0.9% | 0.80% |
| Alpha | -0.61% | -5.83% |
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 | 5.89 | 9.79 |
| Mid Cap | 70.5 | 66.05 |
| Small Cap | 14.88 | 10.06 |
| Large Cap | 8.73 | 14.1 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.66 | 5.48 |
| Industrials | 19.77 | 19.77 |
| Basic Materials | 11.95 | 10.17 |
| Healthcare | 14.95 | 13.36 |
| Technology | 4.69 | 7 |
| Real Estate | 3.8 | 2.53 |
| Energy | 1.58 | - |
| Communication Services | 3.11 | 2.72 |
| Financial Services | 16.6 | 19.19 |
| Consumer Defensive | 3.17 | 2.14 |
| Utilities | 1.97 | 0.91 |
| Consumer Cyclical | 13.75 | 16.74 |
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