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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 | 1.7 | 1.79 |
NAV | ₹64.13 | ₹175.10 |
Fund Started | 11 Nov 2013 | 15 Feb 2007 |
Fund Size | ₹11051.86 Cr | ₹6641.11 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
1.7
1.79
NAV
₹64.13
₹175.10
Fund Started
11 Nov 2013
15 Feb 2007
Fund Size
₹11051.86 Cr
₹6641.11 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 | 3.69% | 14.32% |
3 Year | 20.21% | 33.47% |
5 Year | 28.85% | 30.27% |
1 Year
3.69%
14.32%
3 Year
20.21%
33.47%
5 Year
28.85%
30.27%
Holding Analysis
Equity | 97.16% | 99.13% |
Cash | -0.17% | 0.87% |
Equity
97.16%
99.13%
Cash
-0.17%
0.87%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Solar Industries India Ltd. | 4.50% |
Max Healthcare Institute Ltd. | 3.59% |
Dixon Technologies (India) Ltd. | 3.08% |
JK Cement Ltd. | 2.73% |
Persistent Systems Ltd. | 2.65% |
Max Financial Services Ltd. | 2.61% |
HDFC Asset Management Company Ltd. | 2.30% |
UNO Minda Ltd. | 2.22% |
Mankind Pharma Ltd. | 2.06% |
The Indian Hotels Company Ltd. | 2.06% |
Name | Assets |
|---|---|
BSE Ltd. | 6.12% |
L&T Finance Ltd. | 4.35% |
Prestige Estates Projects Ltd. | 4.18% |
Max Financial Services Ltd. | 4.07% |
The Federal Bank Ltd. | 3.88% |
Max Healthcare Institute Ltd. | 3.81% |
Trent Ltd. | 3.75% |
JK Cement Ltd. | 3.57% |
Dixon Technologies (India) Ltd. | 3.44% |
HDFC Asset Management Company Ltd. | 3.16% |
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