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Compare PGIM India Midcap Opportunities Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.7 | 1.62 |
NAV | ₹60.87 | ₹104.20 |
Fund Started | 11 Nov 2013 | 03 Feb 2014 |
Fund Size | ₹10942.72 Cr | ₹20055.68 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
5.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.7
1.62
NAV
₹60.87
₹104.20
Fund Started
11 Nov 2013
03 Feb 2014
Fund Size
₹10942.72 Cr
₹20055.68 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% | 56.76% |
3 Year | 11.23% | 31.90% |
5 Year | 27.88% | 31.38% |
1 Year
22.04%
56.76%
3 Year
11.23%
31.90%
5 Year
27.88%
31.38%
Holding Analysis
Equity | 96.85% | 97.60% |
Cash | -0.08% | 2.40% |
Equity
96.85%
97.60%
Cash
-0.08%
2.40%
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 |
|---|---|
Coforge Ltd. | 9.88% |
Kalyan Jewellers India Ltd. | 9.50% |
Polycab India Ltd. | 9.29% |
Persistent Systems Ltd. | 8.04% |
JIO Financial Services Ltd. | 8.04% |
Bajaj Auto Ltd. | 6.71% |
Tube Investments Of India Ltd. | 6.03% |
Mahindra & Mahindra Ltd. | 5.18% |
Voltas Ltd. | 4.11% |
Zomato Ltd. | 3.92% |
Fund Manager
Name | Vivek Sharma | Ajay Khandelwal |
Start Date | 15 Apr 2024 | 16 Dec 2021 |
Name
Vivek Sharma
Ajay Khandelwal
Start Date
15 Apr 2024
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 11 Nov 2013 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
11 Nov 2013
03 Feb 2014
