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Compare PGIM India Midcap Opportunities Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹1000 | ₹500 |
Expense Ratio | 1.69 | 1.74 |
NAV | ₹64.18 | ₹176.71 |
Fund Started | 11 Nov 2013 | 15 Feb 2007 |
Fund Size | ₹11468.11 Cr | ₹7801.80 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹1000
₹500
Expense Ratio
1.69
1.74
NAV
₹64.18
₹176.71
Fund Started
11 Nov 2013
15 Feb 2007
Fund Size
₹11468.11 Cr
₹7801.80 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | 3.67% | 14.66% |
3 Year | 13.93% | 27.37% |
5 Year | 25.29% | 28.41% |
1 Year
3.67%
14.66%
3 Year
13.93%
27.37%
5 Year
25.29%
28.41%
Holding Analysis
Equity | 93.02% | 99.06% |
Cash | 0.12% | 0.94% |
Equity
93.02%
99.06%
Cash
0.12%
0.94%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.87% |
Solar Industries India Ltd. | 3.69% |
JK Cement Ltd. | 2.90% |
Max Financial Services Ltd. | 2.82% |
Persistent Systems Ltd. | 2.70% |
HDFC Asset Management Company Ltd. | 2.57% |
UNO Minda Ltd. | 2.31% |
Abbott India Ltd. | 2.28% |
Muthoot Finance Ltd. | 2.19% |
Vishal Mega Mart Ltd. | 2.16% |
Name | Assets |
|---|---|
BSE Ltd. | 5.68% |
L&T Finance Ltd. | 4.69% |
Prestige Estates Projects Ltd. | 4.55% |
Swiggy Ltd. | 4.22% |
Max Financial Services Ltd. | 4.10% |
Glenmark Pharmaceuticals Ltd. | 3.97% |
Max Healthcare Institute Ltd. | 3.87% |
The Federal Bank Ltd. | 3.86% |
Trent Ltd. | 3.70% |
JK Cement Ltd. | 3.58% |
Fund Manager
Name | Vivek Sharma | Amit Ganatra |
Start Date | 15 Feb 2025 | 01 Sep 2022 |
Name
Vivek Sharma
Amit Ganatra
Start Date
15 Feb 2025
01 Sep 2022
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 generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 11 Nov 2013 | 15 Feb 2007 |
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 generate capital appreciation by investing predominantly in Midcap companies
Launch Date
11 Nov 2013
15 Feb 2007
