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Compare PGIM India Midcap Opportunities Fund vs Quant Mid Cap 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 | ₹1000 |
Expense Ratio | 1.7 | 1.73 |
NAV | ₹65.82 | ₹226.39 |
Fund Started | 11 Nov 2013 | 12 Feb 2001 |
Fund Size | ₹11092.72 Cr | ₹8941.21 Cr |
Exit Load | Exit load of 0.5%, if redeemed within 90 days. | Exit load of 0.50% if redeemed within 3 months. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹1000
Expense Ratio
1.7
1.73
NAV
₹65.82
₹226.39
Fund Started
11 Nov 2013
12 Feb 2001
Fund Size
₹11092.72 Cr
₹8941.21 Cr
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Exit load of 0.50% if redeemed within 3 months.
Returns
1 Year | 26.16% | 26.47% |
3 Year | 14.49% | 22.88% |
5 Year | 30.18% | 33.17% |
1 Year
26.16%
26.47%
3 Year
14.49%
22.88%
5 Year
30.18%
33.17%
Holding Analysis
Equity | 96.85% | 91.91% |
Cash | -0.08% | 5.06% |
Equity
96.85%
91.91%
Cash
-0.08%
5.06%
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 |
|---|---|
Reliance Industries Ltd. | 9.43% |
Aurobindo Pharma Ltd. | 8.43% |
Container Corporation Of India Ltd. | 7.58% |
IRB Infrastructure Developers Ltd. | 7.37% |
Tata Communications Ltd. | 5.97% |
Steel Authority Of India Ltd. | 5.88% |
Marico Ltd. | 5.78% |
ITC Ltd. | 5.22% |
Lloyds Metals & Energy Ltd. | 4.05% |
Linde India Ltd. | 3.71% |
Fund Manager
Name | Vivek Sharma | Ankit A Pande |
Start Date | 15 Apr 2024 | 22 Aug 2023 |
Name
Vivek Sharma
Ankit A Pande
Start Date
15 Apr 2024
22 Aug 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 aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies. |
Launch Date | 11 Nov 2013 | 12 Feb 2001 |
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 at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Launch Date
11 Nov 2013
12 Feb 2001
