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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 | 2.0 | 2.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.7 | 1.58 |
NAV | ₹61.67 | ₹106.32 |
Fund Started | 11 Nov 2013 | 31 Jan 2011 |
Fund Size | ₹10601.94 Cr | ₹28809.45 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
2.0
2.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.7
1.58
NAV
₹61.67
₹106.32
Fund Started
11 Nov 2013
31 Jan 2011
Fund Size
₹10601.94 Cr
₹28809.45 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 | 11.26% | 11.19% |
3 Year | 17.02% | 21.11% |
5 Year | 30.53% | 24.71% |
1 Year
11.26%
11.19%
3 Year
17.02%
21.11%
5 Year
30.53%
24.71%
Holding Analysis
Equity | 96.33% | 89.95% |
Cash | -0.11% | 0.64% |
Equity
96.33%
89.95%
Cash
-0.11%
0.64%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Solar Industries India Ltd. | 3.84% |
Max Healthcare Institute Ltd. | 3.65% |
Dixon Technologies (India) Ltd. | 3.59% |
JK Cement Ltd. | 2.64% |
Persistent Systems Ltd. | 2.61% |
Max Financial Services Ltd. | 2.37% |
HDFC Asset Management Company Ltd. | 2.20% |
The Indian Hotels Company Ltd. | 2.20% |
Mankind Pharma Ltd. | 2.15% |
Abbott India Ltd. | 2.10% |
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.16% |
The Indian Hotels Company Ltd. | 3.10% |
Coromandel International Ltd. | 2.99% |
Persistent Systems Ltd. | 2.59% |
Bharti Hexacom Ltd. | 2.41% |
Solar Industries India Ltd. | 2.31% |
JK Cement Ltd. | 2.16% |
The Federal Bank Ltd. | 2.16% |
Dixon Technologies (India) Ltd. | 2.02% |
Lupin Ltd. | 2.00% |
Fund Manager
Name | Vivek Sharma | Vinayak Jayanath |
Start Date | 15 Feb 2025 | 17 Jan 2023 |
Name
Vivek Sharma
Vinayak Jayanath
Start Date
15 Feb 2025
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