Pros | ![]() 5Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Generated Consistent Returns. ![]() Lower probablity of downside risk. ![]() Larger AUM within category. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 11/19 | 2/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 11 Years | 12 Years | ||
Fund Size | 9600 Cr | 67579 Cr | ||
Min Investment | SIP ₹1000 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.48% | 0.83% | ||
Exit Load | 0.5% | 1% | ||
Benchmark Index | S&P BSE Midcap TR INR | S&P BSE Midcap TR INR |
No of Holdings | 79 | 81 | ||
Top 5 Holdings | Max Healthcare Institute Ltd Ordinary Shares (3.59%) Persistent Systems Ltd (3.37%) Dixon Technologies (India) Ltd (3.2%) Solar Industries India Ltd (2.67%) JK Cement Ltd (2.51%) | Max Financial Services Ltd (3.77%) Indian Hotels Co Ltd (3.77%) Balkrishna Industries Ltd (3.53%) The Federal Bank Ltd (3.36%) Coforge Ltd (3.27%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Industrial (19.46%) Consumer Cyclical (18.78%) Financial Services (18.6%) | Financial Services (26.39%) Consumer Cyclical (20.19%) Health (13.39%) | ||
Equity % | 97.13% | 92.48% | ||
Debt % | 0.2% | - | ||
P/E | 40.85 | 20.96 | ||
P/B | 7 | 3.05 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 7.35% | 6.77% | ||
3-Month Return | -8.56% | -8.19% | ||
6-Month Return | -12.84% | -10.71% | ||
1-Year Return | 9.34% | 11.36% | ||
3-Year Return | 13.51% | 25.6% | ||
5-Year Return | 34.39% | 35.7% |
Sharpe | 0.38 | 1.07 | ||
Alpha | -4.97 | 4.84 | ||
Beta | 0.82 | 0.88 | ||
Standard Deviation | 14.95 | 15.31 | ||
Information Ratio | -1.27 | 1.15 |
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 | Puneet Pal,Vinay Paharia | Chirag Setalvad |