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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 | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.7 | 1.39 |
NAV | ₹61.56 | ₹176.49 |
Fund Started | 11 Nov 2013 | 07 May 2007 |
Fund Size | ₹11284.53 Cr | ₹77967.21 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
3.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.7
1.39
NAV
₹61.56
₹176.49
Fund Started
11 Nov 2013
07 May 2007
Fund Size
₹11284.53 Cr
₹77967.21 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 | 15.26% | 22.47% |
3 Year | 10.83% | 24.79% |
5 Year | 27.20% | 27.46% |
1 Year
15.26%
22.47%
3 Year
10.83%
24.79%
5 Year
27.20%
27.46%
Holding Analysis
Equity | 95.92% | 90.52% |
Cash | 0.56% | 9.48% |
Equity
95.92%
90.52%
Cash
0.56%
9.48%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Dixon Technologies (India) Ltd. | 3.77% |
Persistent Systems Ltd. | 3.25% |
Max Healthcare Institute Ltd. | 3.11% |
UNO Minda Ltd. | 2.83% |
Info Edge (India) Ltd. | 2.48% |
Solar Industries India Ltd. | 2.28% |
Varun Beverages Ltd. | 2.27% |
The Indian Hotels Company Ltd. | 2.11% |
Zomato Ltd. | 2.05% |
CG Power and Industrial Solutions Ltd. | 2.04% |
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 4.41% |
Coforge Ltd. | 3.72% |
Max Financial Services Ltd. | 3.54% |
Ipca Laboratories Ltd. | 3.44% |
The Federal Bank Ltd. | 3.25% |
Balkrishna Industries Ltd. | 3.05% |
Persistent Systems Ltd. | 2.98% |
Apollo Tyres Ltd. | 2.84% |
Hindustan Petroleum Corporation Ltd. | 2.80% |
Indian Bank | 2.49% |
Fund Manager
Name | Vivek Sharma | Chirag Setalvad |
Start Date | 15 Apr 2024 | 28 Jun 2014 |
Name
Vivek Sharma
Chirag Setalvad
Start Date
15 Apr 2024
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
