Pros | ![]() Beats FD returns for both 3Y & 5Y. | ![]() Lower probablity of downside risk. ![]() Recovers losses quickly. ![]() Larger AUM within category. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 9/19 | 2/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 10302 Cr | 72610 Cr | ||
Min Investment | SIP ₹1000 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.47% | 0.83% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 76 | 81 | ||
Top 5 Holdings | Max Healthcare Institute Ltd Ordinary Shares (3.75%) Solar Industries India Ltd (3.37%) Dixon Technologies (India) Ltd (2.96%) Persistent Systems Ltd (2.78%) JK Cement Ltd (2.62%) | Max Financial Services Ltd (4.04%) Indian Hotels Co Ltd (3.69%) The Federal Bank Ltd (3.39%) Coforge Ltd (3.36%) Ipca Laboratories Ltd (3.27%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Industrial (20.02%) Financial Services (18.68%) Consumer Cyclical (18.27%) | Financial Services (25.64%) Consumer Cyclical (19.54%) Health (13.56%) | ||
Equity % | 96.23% | 93% | ||
Debt % | 0.19% | - | ||
P/E | 40.88 | 21.13 | ||
P/B | 7.18 | 3.1 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 7.02% | 6.38% | ||
3-Month Return | -1.91% | -3.43% | ||
6-Month Return | -8.12% | -8.2% | ||
1-Year Return | 9.95% | 9.95% | ||
3-Year Return | 12.83% | 23.7% | ||
5-Year Return | 31.61% | 33.31% |
Sharpe | 0.44 | 1.11 | ||
Alpha | -4.73 | 5.02 | ||
Beta | 0.82 | 0.88 | ||
Standard Deviation | 15.31 | 15.54 | ||
Information Ratio | -1.24 | 1.19 |
Description | PGIM India Midcap Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Vinay Paharia,Puneet Pal | Chirag Setalvad |