Products
Platform
Research
Market
Learn
Compare PGIM India Midcap Opportunities Fund vs Sundaram 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 | ₹100 |
Expense Ratio | 1.69 | 1.75 |
NAV | ₹64.12 | ₹1357.68 |
Fund Started | 11 Nov 2013 | 24 Jun 2002 |
Fund Size | ₹11400.29 Cr | ₹12501.03 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.69
1.75
NAV
₹64.12
₹1357.68
Fund Started
11 Nov 2013
24 Jun 2002
Fund Size
₹11400.29 Cr
₹12501.03 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1 Year | -4.48% | -5.14% |
3 Year | 13.52% | 22.89% |
5 Year | 23.89% | 26.31% |
1 Year
-4.48%
-5.14%
3 Year
13.52%
22.89%
5 Year
23.89%
26.31%
Holding Analysis
Equity | 95.95% | 95.22% |
Cash | 0.33% | 4.78% |
Equity
95.95%
95.22%
Cash
0.33%
4.78%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 3.57% |
JK Cement Ltd. | 3.34% |
Solar Industries India Ltd. | 2.96% |
Max Financial Services Ltd. | 2.80% |
HDFC Asset Management Company Ltd. | 2.77% |
UNO Minda Ltd. | 2.73% |
Vishal Mega Mart Ltd. | 2.69% |
Bharti Hexacom Ltd. | 2.65% |
Eternal Ltd. | 2.51% |
Muthoot Finance Ltd. | 2.50% |
Name | Assets |
|---|---|
Cummins India Ltd. | 3.95% |
Coromandel International Ltd. | 3.16% |
Fortis Healthcare Ltd. | 2.83% |
GE Vernova T&D India Ltd. | 2.62% |
Mahindra & Mahindra Financial Services Ltd. | 2.42% |
Lupin Ltd. | 2.38% |
Kalyan Jewellers India Ltd. | 2.17% |
JK Cement Ltd. | 2.07% |
Persistent Systems Ltd. | 2.06% |
Indian Bank | 2.05% |
Fund Manager
Name | Vivek Sharma | Ratish Varier |
Start Date | 15 Feb 2025 | 01 Jan 2022 |
Name
Vivek Sharma
Ratish Varier
Start Date
15 Feb 2025
01 Jan 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 aims to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE. |
Launch Date | 11 Nov 2013 | 24 Jun 2002 |
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 to achieve capital appreciation by investing in mid-cap stocks. The fund defines 'midcap' as a stock whose market capitalization shall not exceed the market capitalization of the 50th stock (after sorting the securities in the descending order of market capitalization) listed with the NSE.
Launch Date
11 Nov 2013
24 Jun 2002
