PGIM India Retirement Fund vs Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF compare
PGIM India Retirement Fund - Regular (G)
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
Chart Comparison
Overview
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
Fund | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹91 Cr | ₹235 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Apr 2024 | 31 May 2024 |
Category | Retirement Funds | Domestic Equity FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY MIDSMALLCAP400 MOMENTUM QUALITY 100 |
Turn Over | % | % |
Expense Ratio | 2.31 | 0.74 |
Manager | Vinay Paharia | Ekta Gala |
ISIN Code | INF663L01Y46 | INF769K01LK6 |
Exits Load | Data not available./365 | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Fund of Fund - Regular Plan - Growth charges 0.05% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
1 Month | -2.22% | -4.29% |
6 Month | 16.57% | 14.04% |
1 Year | 2.06% | -14.59% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
6 Month | 4.6% | 0.62% |
1 Year | 12.48% | -3.01% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
1 Year | 10.52% | -5.06% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
Name | Vinay Paharia | Ekta Gala |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 10 | 4 |
PGIM India Retirement Fund - Regular (G) | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
Market Cap
Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
Others | 5.53 | 100 |
Large Cap | 37.53 | - |
Small Cap | 28.29 | - |
Mid Cap | 28.65 | - |
Sector Allocation
Scheme Name |
PGIM India Retirement Fund - Regular (G) |
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G) |
---|---|---|
Others | 2.97 | 100 |
Energy | 4.25 | - |
Consumer Defensive | 6.75 | - |
Communication Services | 4.95 | - |
Industrials | 15.91 | - |
Consumer Cyclical | 10.97 | - |
Healthcare | 13.14 | - |
Financial Services | 22.23 | - |
Basic Materials | 10.76 | - |
Technology | 5.51 | - |
Utilities | 1.26 | - |
Real Estate | 1.29 | - |
Top Comparisons
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.56%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.2%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.37%
Bandhan Overnight Fund Regular - Growth
3Y Returns6.36%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.08%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns15.08%
Franklin Asian Equity Fund - Growth Plan
3Y Returns7.85%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns15.38%