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Compare PGIM India Midcap Opportunities Fund vs Quant Mid Cap 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 | ₹1000 |
Expense Ratio | 1.71 | 1.77 |
NAV | ₹56.49 | ₹200.12 |
Fund Started | 11 Nov 2013 | 12 Feb 2001 |
Fund Size | ₹10459.70 Cr | ₹8608.01 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹1000
₹1000
Expense Ratio
1.71
1.77
NAV
₹56.49
₹200.12
Fund Started
11 Nov 2013
12 Feb 2001
Fund Size
₹10459.70 Cr
₹8608.01 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 4.46% | -5.98% |
3 Year | 10.47% | 19.13% |
5 Year | 22.76% | 27.46% |
1 Year
4.46%
-5.98%
3 Year
10.47%
19.13%
5 Year
22.76%
27.46%
Holding Analysis
Equity | 96.27% | 96.14% |
Cash | -0.33% | 0.40% |
Equity
96.27%
96.14%
Cash
-0.33%
0.40%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.58% |
Persistent Systems Ltd. | 3.52% |
Dixon Technologies (India) Ltd. | 3.16% |
JK Cement Ltd. | 2.53% |
Solar Industries India Ltd. | 2.49% |
UNO Minda Ltd. | 2.20% |
The Indian Hotels Company Ltd. | 2.16% |
Varun Beverages Ltd. | 2.08% |
Max Financial Services Ltd. | 2.05% |
ICICI Lombard General Insurance Company Ltd. | 2.00% |
Name | Assets |
|---|---|
Reliance Industries Ltd. | 9.58% |
IRB Infrastructure Developers Ltd. | 8.22% |
Aurobindo Pharma Ltd. | 8.13% |
Container Corporation Of India Ltd. | 7.41% |
Marico Ltd. | 6.24% |
Tata Communications Ltd. | 5.77% |
Steel Authority Of India Ltd. | 5.29% |
Lloyds Metals & Energy Ltd. | 5.28% |
ITC Ltd. | 5.09% |
Linde India Ltd. | 3.49% |
Fund Manager
Name | Vivek Sharma | Ankit A Pande |
Start Date | 15 Feb 2025 | 22 Aug 2023 |
Name
Vivek Sharma
Ankit A Pande
Start Date
15 Feb 2025
22 Aug 2023
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 aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 11 Nov 2013 | 12 Feb 2001 |
Description
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
11 Nov 2013
12 Feb 2001
