- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare PGIM India Midcap Opportunities Fund vs Axis Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 2.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.7 | 1.57 |
NAV | ₹65.82 | ₹115.03 |
Fund Started | 11 Nov 2013 | 31 Jan 2011 |
Fund Size | ₹11092.72 Cr | ₹30329.59 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 12 months. |
Risk
Very High
Very High
Rating
3.0
2.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.7
1.57
NAV
₹65.82
₹115.03
Fund Started
11 Nov 2013
31 Jan 2011
Fund Size
₹11092.72 Cr
₹30329.59 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 12 months.
Returns
1 Year | 26.16% | 37.25% |
3 Year | 14.49% | 17.66% |
5 Year | 30.18% | 23.97% |
1 Year
26.16%
37.25%
3 Year
14.49%
17.66%
5 Year
30.18%
23.97%
Holding Analysis
Equity | 96.85% | 94.50% |
Cash | -0.08% | 0.84% |
Equity
96.85%
94.50%
Cash
-0.08%
0.84%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
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% |
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% |
Fund Manager
Name | Vivek Sharma | Vinayak Jayanath |
Start Date | 15 Apr 2024 | 17 Jan 2023 |
Name
Vivek Sharma
Vinayak Jayanath
Start Date
15 Apr 2024
17 Jan 2023
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 achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. |
Launch Date | 11 Nov 2013 | 31 Jan 2011 |
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 achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
Launch Date
11 Nov 2013
31 Jan 2011
