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PGIM India Midcap Opportunities Fund vs Tata Mid Cap Growth Fund Regular Plan compare
Tata Mid Cap Growth Fund Regular Plan- Growth Option
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4354 Cr | ₹10460 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 Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.88% | 5.99% |
| 6 Month | -1.65% | 2.27% |
| 1 Year | 4.61% | 11.56% |
| 3 Year | 24% | 17.51% |
| 5 Year | 28.68% | 30.93% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.73% | -0.6% |
| 1 Year | -11.1% | -7% |
| 3 Year | 16.27% | 10.84% |
| 5 Year | 18.84% | 15.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.53% | 13.25% |
| 3 Year | 16.61% | 15.7% |
| 5 Year | 17.03% | 17.72% |
Risk Management
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 14.939% |
| Sharp | 0.78% | 0.286% |
| Beta | 0.91% | 0.785% |
| Alpha | -1.76% | -6.035% |
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Fund Managers
| Scheme Name | Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Satish Chandra Mishra | Puneet Pal |
| Total AUM | ₹13117 Cr | ₹20950 Cr |
| Funds Managed | 5 | 19 |
| Tata Mid Cap Growth Fund Regular Plan- Growth Option | PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.34 | 4.78 |
| Mid Cap | 67.05 | 66.5 |
| Small Cap | 17.19 | 8.93 |
| Large Cap | 8.42 | 19.8 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.34 | 3.74 |
| Fertilizers & Agrochemicals | 3.25 | - |
| Industrial Products | 6.41 | - |
| Cement & Cement Products | 3.63 | - |
| Healthcare Services | 1.77 | - |
| Chemicals & Petrochemicals | 1.9 | - |
| Pharmaceuticals & Biotechnology | 12.9 | - |
| Banks | 6.61 | - |
| Realty | 4.46 | - |
| Petroleum Products | 1.5 | - |
| Finance | 6.47 | - |
| Telecom - Services | 3.14 | - |
| Electrical Equipment | 2.37 | - |
| Insurance | 5.92 | - |
| Construction | 2.03 | - |
| Gas | 2.11 | - |
| Agricultural, Commercial & Construction Vehicles | 1.11 | - |
| Consumer Durables | 2.67 | - |
| IT - Software | 4.45 | - |
| Aerospace & Defense | 1.11 | - |
| Auto Components | 5.71 | - |
| Leisure Services | 3.68 | - |
| Diversified | 0.67 | - |
| Agricultural Food & other Products | 1.13 | - |
| Transport Infrastructure | 3.43 | - |
| Textiles & Apparels | 1.99 | - |
| Transport Services | 0.45 | - |
| Power | 0.69 | - |
| Commercial Services & Supplies | 1.1 | - |
| Industrials | - | 19.05 |
| Financial Services | - | 17.01 |
| Technology | - | 10.7 |
| Consumer Cyclical | - | 17.88 |
| Healthcare | - | 13.94 |
| Basic Materials | - | 9.01 |
| Consumer Defensive | - | 3.24 |
| Real Estate | - | 1.72 |
| Communication Services | - | 2.94 |
| Utilities | - | 0.77 |
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