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Compare PGIM India Midcap Opportunities Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.7 | 1.39 |
NAV | ₹60.87 | ₹182.05 |
Fund Started | 11 Nov 2013 | 07 May 2007 |
Fund Size | ₹10942.72 Cr | ₹75037.43 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.7
1.39
NAV
₹60.87
₹182.05
Fund Started
11 Nov 2013
07 May 2007
Fund Size
₹10942.72 Cr
₹75037.43 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 22.04% | 32.31% |
3 Year | 11.23% | 25.23% |
5 Year | 27.88% | 27.96% |
1 Year
22.04%
32.31%
3 Year
11.23%
25.23%
5 Year
27.88%
27.96%
Holding Analysis
Equity | 96.85% | 92.10% |
Cash | -0.08% | 7.90% |
Equity
96.85%
92.10%
Cash
-0.08%
7.90%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.75% |
Max Healthcare Institute Ltd. | 3.28% |
Persistent Systems Ltd. | 2.99% |
UNO Minda Ltd. | 2.68% |
Info Edge (India) Ltd. | 2.27% |
Max Financial Services Ltd. | 2.25% |
Solar Industries India Ltd. | 2.21% |
HDFC Asset Management Company Ltd. | 2.09% |
The Phoenix Mills Ltd. | 2.05% |
Bajaj Finance Ltd. | 1.99% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.14% |
The Indian Hotels Company Ltd. | 3.84% |
The Federal Bank Ltd. | 3.42% |
Ipca Laboratories Ltd. | 3.35% |
Coforge Ltd. | 3.15% |
Balkrishna Industries Ltd. | 2.97% |
Indian Bank | 2.87% |
Apollo Tyres Ltd. | 2.82% |
Hindustan Petroleum Corporation Ltd. | 2.65% |
Persistent Systems Ltd. | 2.57% |
Fund Manager
Name | Vivek Sharma | Chirag Setalvad |
Start Date | 15 Apr 2024 | 28 Jun 2014 |
Name
Vivek Sharma
Chirag Setalvad
Start Date
15 Apr 2024
28 Jun 2014
About Fund
Description | The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 11 Nov 2013 | 07 May 2007 |
Description
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
11 Nov 2013
07 May 2007
