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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 | 1.71 | 1.58 |
NAV | ₹59.72 | ₹96.55 |
Fund Started | 11 Nov 2013 | 03 Feb 2014 |
Fund Size | ₹11284.53 Cr | ₹26421.09 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
1.71
1.58
NAV
₹59.72
₹96.55
Fund Started
11 Nov 2013
03 Feb 2014
Fund Size
₹11284.53 Cr
₹26421.09 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 | 12.52% | 30.99% |
3 Year | 10.31% | 27.75% |
5 Year | 25.39% | 27.75% |
1 Year
12.52%
30.99%
3 Year
10.31%
27.75%
5 Year
25.39%
27.75%
Holding Analysis
Equity | 97.31% | 90.80% |
Cash | -0.27% | 9.20% |
Equity
97.31%
90.80%
Cash
-0.27%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.53% |
Dixon Technologies (India) Ltd. | 3.50% |
Persistent Systems Ltd. | 3.49% |
UNO Minda Ltd. | 2.78% |
Info Edge (India) Ltd. | 2.57% |
The Indian Hotels Company Ltd. | 2.30% |
Varun Beverages Ltd. | 2.30% |
Solar Industries India Ltd. | 2.05% |
JK Cement Ltd. | 2.04% |
Zomato Ltd. | 2.01% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
