- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare PGIM India Midcap Opportunities Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.7 | 1.39 |
NAV | ₹63.93 | ₹189.94 |
Fund Started | 11 Nov 2013 | 07 May 2007 |
Fund Size | ₹11051.86 Cr | ₹79717.67 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.7
1.39
NAV
₹63.93
₹189.94
Fund Started
11 Nov 2013
07 May 2007
Fund Size
₹11051.86 Cr
₹79717.67 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 5.18% | 7.30% |
3 Year | 18.59% | 31.80% |
5 Year | 29.54% | 33.12% |
1 Year
5.18%
7.30%
3 Year
18.59%
31.80%
5 Year
29.54%
33.12%
Holding Analysis
Equity | 96.33% | 92.56% |
Cash | -0.11% | 7.44% |
Equity
96.33%
92.56%
Cash
-0.11%
7.44%
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 |
|---|---|
Max Financial Services Ltd. | 4.45% |
The Federal Bank Ltd. | 3.36% |
Balkrishna Industries Ltd. | 3.34% |
The Indian Hotels Company Ltd. | 3.31% |
Ipca Laboratories Ltd. | 3.01% |
Coforge Ltd. | 2.93% |
Hindustan Petroleum Corporation Ltd. | 2.81% |
Indian Bank | 2.78% |
Apollo Tyres Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.58% |
Fund Manager
Name | Vivek Sharma | Chirag Setalvad |
Start Date | 15 Feb 2025 | 28 Jun 2014 |
Name
Vivek Sharma
Chirag Setalvad
Start Date
15 Feb 2025
28 Jun 2014
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 provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 11 Nov 2013 | 07 May 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 provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
11 Nov 2013
07 May 2007