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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) | ₹5497 Cr | ₹11266 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 | -2.63% | -2.86% |
| 6 Month | 0.36% | -5.78% |
| 1 Year | 9.97% | 4.9% |
| 3 Year | 22.66% | 13.28% |
| 5 Year | 20.2% | 17.28% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.8% | -1.57% |
| 1 Year | 16.56% | 4.72% |
| 3 Year | 15.17% | 9.55% |
| 5 Year | 17.41% | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.58% | 11.13% |
| 3 Year | 17.72% | 14.63% |
| 5 Year | 17.53% | 18.56% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 13.18% |
| Sharp | 1.07% | 0.58% |
| Beta | 0.89% | 0.79% |
| Alpha | 0.03% | -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 | 10.25 | 13.51 |
| Large Cap | 7.15 | 11.77 |
| Mid Cap | 71.45 | 64.29 |
| Small Cap | 11.15 | 10.43 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.12 | 4.17 |
| Consumer Cyclical | 14.13 | 15.06 |
| Basic Materials | 11.3 | 9.63 |
| Healthcare | 14.49 | 11.75 |
| Financial Services | 21.11 | 24.25 |
| Technology | 7.66 | 8.45 |
| Real Estate | 2.53 | 3.28 |
| Energy | 1.63 | - |
| Industrials | 13.74 | 16.04 |
| Communication Services | 3.6 | 3.26 |
| Consumer Defensive | 3.94 | 3.13 |
| Utilities | 1.75 | 0.98 |
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