- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
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 | ₹63.63 | ₹188.99 |
Fund Started | 11 Nov 2013 | 07 May 2007 |
Fund Size | ₹11092.72 Cr | ₹76060.89 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
₹63.63
₹188.99
Fund Started
11 Nov 2013
07 May 2007
Fund Size
₹11092.72 Cr
₹76060.89 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 | 21.49% | 29.94% |
3 Year | 14.06% | 28.58% |
5 Year | 29.08% | 29.04% |
1 Year
21.49%
29.94%
3 Year
14.06%
28.58%
5 Year
29.08%
29.04%
Holding Analysis
Equity | 95.92% | 91.77% |
Cash | 0.56% | 8.23% |
Equity
95.92%
91.77%
Cash
0.56%
8.23%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.77% |
Persistent Systems Ltd. | 3.25% |
Max Healthcare Institute Ltd. | 3.11% |
UNO Minda Ltd. | 2.83% |
Info Edge (India) Ltd. | 2.48% |
Solar Industries India Ltd. | 2.28% |
Varun Beverages Ltd. | 2.27% |
The Indian Hotels Company Ltd. | 2.11% |
Zomato Ltd. | 2.05% |
CG Power and Industrial Solutions Ltd. | 2.04% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.19% |
Max Financial Services Ltd. | 3.67% |
The Federal Bank Ltd. | 3.51% |
Coforge Ltd. | 3.43% |
Ipca Laboratories Ltd. | 3.20% |
Balkrishna Industries Ltd. | 2.87% |
Apollo Tyres Ltd. | 2.81% |
Persistent Systems Ltd. | 2.79% |
Indian Bank | 2.76% |
Hindustan Petroleum Corporation Ltd. | 2.64% |
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
