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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) | ₹4946 Cr | ₹11468 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 | 2.96% | 2.97% |
| 6 Month | 17.76% | 20.12% |
| 1 Year | -4.31% | 0.65% |
| 3 Year | 19.36% | 12.4% |
| 5 Year | 24.86% | 25.1% |
SIP Return Analysis
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.67% | 5.58% |
| 1 Year | 12.03% | 16.14% |
| 3 Year | 18.5% | 15.86% |
| 5 Year | 19.23% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.58% | 12.16% |
| 3 Year | 17.11% | 15.59% |
| 5 Year | 17.28% | 18.18% |
Risk Management
| Scheme Name | Tata Mid Cap Fund Regular Plan- Growth Option | PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.05% | 13.72% |
| Sharp | 0.89% | 0.47% |
| Beta | 0.9% | 0.77% |
| Alpha | -0.74% | -4.97% |
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 | 5.6 | 8.88 |
| Mid Cap | 69.81 | 67.08 |
| Small Cap | 15.99 | 9.98 |
| Large Cap | 8.59 | 14.06 |
Sector Allocation
| Scheme Name |
Tata Mid Cap Fund Regular Plan- Growth Option |
PGIM India Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.6 | 4.02 |
| Industrials | 19.74 | 19.99 |
| Basic Materials | 13.11 | 11.02 |
| Healthcare | 14.69 | 13.97 |
| Real Estate | 3.98 | 2.62 |
| Energy | 1.51 | - |
| Communication Services | 3.26 | 3.31 |
| Financial Services | 16.26 | 17.92 |
| Utilities | 2 | 0.96 |
| Consumer Cyclical | 13.37 | 16.82 |
| Technology | 4.09 | 6.87 |
| Consumer Defensive | 2.39 | 2.49 |
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