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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 | 3.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.57 | 1.7 |
NAV | ₹114.42 | ₹65.43 |
Fund Started | 31 Jan 2011 | 11 Nov 2013 |
Fund Size | ₹30008.06 Cr | ₹10942.72 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
3.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.57
1.7
NAV
₹114.42
₹65.43
Fund Started
31 Jan 2011
11 Nov 2013
Fund Size
₹30008.06 Cr
₹10942.72 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 | 36.99% | 26.15% |
3 Year | 17.61% | 14.50% |
5 Year | 23.85% | 29.92% |
1 Year
36.99%
26.15%
3 Year
17.61%
14.50%
5 Year
23.85%
29.92%
Holding Analysis
Equity | 94.50% | 96.85% |
Cash | 0.84% | -0.08% |
Equity
94.50%
96.85%
Cash
0.84%
-0.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 3.64% |
The Indian Hotels Company Ltd. | 2.80% |
Fortis Healthcare Ltd. | 2.77% |
Persistent Systems Ltd. | 2.69% |
Sona BLW Precision Forgings Ltd. | 2.26% |
PI Industries Ltd. | 2.24% |
Cummins India Ltd. | 2.18% |
Coromandel International Ltd. | 2.17% |
Supreme Industries Ltd. | 2.12% |
Cholamandalam Investment and Finance Company Ltd. | 2.00% |
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% |
Fund Manager
Name | Vinayak Jayanath | Vivek Sharma |
Start Date | 17 Jan 2023 | 15 Apr 2024 |
Name
Vinayak Jayanath
Vivek Sharma
Start Date
17 Jan 2023
15 Apr 2024
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
