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Compare Axis Midcap Fund vs PGIM India Midcap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 2.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.57 | 1.7 |
NAV | ₹111.61 | ₹63.93 |
Fund Started | 31 Jan 2011 | 11 Nov 2013 |
Fund Size | ₹30501.51 Cr | ₹11051.86 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 0.5%, if redeemed within 90 days. |
Risk
Very High
Very High
Rating
2.0
2.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.57
1.7
NAV
₹111.61
₹63.93
Fund Started
31 Jan 2011
11 Nov 2013
Fund Size
₹30501.51 Cr
₹11051.86 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 0.5%, if redeemed within 90 days.
Returns
1 Year | 5.12% | 5.18% |
3 Year | 23.34% | 18.59% |
5 Year | 24.79% | 29.54% |
1 Year
5.12%
5.18%
3 Year
23.34%
18.59%
5 Year
24.79%
29.54%
Holding Analysis
Equity | 94.15% | 96.33% |
Cash | 0.72% | -0.11% |
Equity
94.15%
96.33%
Cash
0.72%
-0.11%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.08% |
Coromandel International Ltd. | 2.92% |
The Indian Hotels Company Ltd. | 2.75% |
Solar Industries India Ltd. | 2.60% |
Persistent Systems Ltd. | 2.59% |
Bharti Hexacom Ltd. | 2.47% |
JK Cement Ltd. | 2.20% |
The Federal Bank Ltd. | 2.09% |
Coforge Ltd. | 1.92% |
PI Industries Ltd. | 1.90% |
Name | Assets |
|---|---|
Solar Industries India Ltd. | 3.84% |
Max Healthcare Institute Ltd. | 3.65% |
Dixon Technologies (India) Ltd. | 3.59% |
JK Cement Ltd. | 2.64% |
Persistent Systems Ltd. | 2.61% |
Max Financial Services Ltd. | 2.37% |
HDFC Asset Management Company Ltd. | 2.20% |
The Indian Hotels Company Ltd. | 2.20% |
Mankind Pharma Ltd. | 2.15% |
Abbott India Ltd. | 2.10% |
Fund Manager
Name | Vinayak Jayanath | Vivek Sharma |
Start Date | 17 Jan 2023 | 15 Feb 2025 |
Name
Vinayak Jayanath
Vivek Sharma
Start Date
17 Jan 2023
15 Feb 2025
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. |
Launch Date | 31 Jan 2011 | 11 Nov 2013 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Launch Date
31 Jan 2011
11 Nov 2013