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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 | 1.59 |
NAV | ₹63.63 | ₹110.36 |
Fund Started | 11 Nov 2013 | 03 Feb 2014 |
Fund Size | ₹11092.72 Cr | ₹22897.62 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
1.59
NAV
₹63.63
₹110.36
Fund Started
11 Nov 2013
03 Feb 2014
Fund Size
₹11092.72 Cr
₹22897.62 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% | 53.74% |
3 Year | 14.06% | 35.23% |
5 Year | 29.08% | 33.06% |
1 Year
21.49%
53.74%
3 Year
14.06%
35.23%
5 Year
29.08%
33.06%
Holding Analysis
Equity | 95.92% | 99.39% |
Cash | 0.56% | 0.61% |
Equity
95.92%
99.39%
Cash
0.56%
0.61%
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 |
|---|---|
Polycab India Ltd. | 9.96% |
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.65% |
Zomato Ltd. | 9.47% |
Persistent Systems Ltd. | 7.74% |
Mahindra & Mahindra Ltd. | 6.15% |
JIO Financial Services Ltd. | 6.09% |
Trent Ltd. | 5.19% |
Bajaj Auto Ltd. | 4.44% |
Voltas Ltd. | 3.62% |
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
