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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.12

as on 05 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 25,805 today.

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NAV Performance

PGIM India Midcap Opportunities Fund performance graph for last 3 years
Performance of PGIM India Midcap Opportunities Fund for last 3 Years

Fund Information

  • ₹ 45.960

    as on 05 Dec 2022
  • Regular - Growth

  • 2 / 25

  • ₹ 5,000

  • ₹ 3,585 Cr.

    as on 31 Dec 2021
  • 2.17%

  • 02 Dec 2013

  • Equity - Mid Cap Fund

  • Nifty 50

  • PGIM india Mutual Fund

    Show All Funds
  • PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges.

Highlights of this fund

PGIM India Midcap Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Dec 2013. This fund is offered by one of the top AMC (Assets Management Company) PGIM india Mutual Fund. You can also view here all other Equity funds offered by PGIM india Mutual Fund.

Latest NAV of the fund is ₹ 45.960 as on 05 Dec 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.17%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary objective of the Scheme is to achieve longterm capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

List of Fund Managers of PGIM India Midcap Opportunities Fund

  • About Aniruddha Naha

    Picture of Aniruddha NahaMr. Naha holds an MFC degree. Prior to joining PGIM India he has worked with IDFC AMC, Naha Fund Management & Control, an offshore advisory for Mirae AMC and DSP Mutual Fund.
  • About Vivek Sharma

    Picture of Vivek Sharma

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.93% 6.95% 21.31% 26.13% 41.90% 37.12% 20.61% 19.26% 30.21% 30.45% 38.80% 29.39% 19.65%
Category Average 1.57% 2.14% 14.58% 8.16% 26.49% 24.01% 12.75% 16.97% 16.57% 16.84% 25.75% 19.87% 17.11%
PGIM India Midcap Opportunities Fund 2.11%₹ 10,211 1.12%₹ 10,112 15.42%₹ 11,541 7.74%₹ 10,773 15.56%₹ 12,986 33.11%₹ 17,731 19.83%₹ 29,124 37.12%₹ 25,805 34.17%₹ 58,464 18.26%₹ 23,142 27.79%₹ 1,19,064 - -
Kotak Emerging Equity Fund 1.91%₹ 10,190 1.21%₹ 10,120 15.12%₹ 11,511 8.86%₹ 10,885 17.01%₹ 13,076 27.51%₹ 16,269 17.92%₹ 28,614 25.23%₹ 19,650 27.55%₹ 53,539 14.39%₹ 19,593 21.80%₹ 1,03,124 19.26%₹ 58,240 19.65%₹ 3,38,060
Edelweiss Mid Cap Fund 1.17%₹ 10,116 2.40%₹ 10,240 16.94%₹ 11,693 8.86%₹ 10,885 18.46%₹ 13,166 28.35%₹ 16,484 18.43%₹ 28,750 26.92%₹ 20,457 28.39%₹ 54,150 13.88%₹ 19,163 21.86%₹ 1,03,273 - -
Axis Mid Cap Fund 0.54%₹ 10,053 -0.13%₹ 9,986 11.26%₹ 11,126 -0.43%₹ 9,956 7.65%₹ 12,491 19.78%₹ 14,354 10.57%₹ 26,688 20.53%₹ 17,517 19.48%₹ 47,917 15.86%₹ 20,887 18.57%₹ 95,343 17.88%₹ 51,844 17.80%₹ 3,05,951
Nippon India Growth Fund 3.33%₹ 10,332 4.37%₹ 10,436 17.18%₹ 11,717 11.58%₹ 11,157 21.44%₹ 13,348 29.53%₹ 16,790 20.69%₹ 29,353 26.12%₹ 20,073 29.21%₹ 54,750 14.58%₹ 19,759 22.40%₹ 1,04,626 16.25%₹ 45,118 17.86%₹ 3,06,958
Tata Mid Cap Growth Fund 1.84%₹ 10,183 2.14%₹ 10,213 13.35%₹ 11,334 4.72%₹ 10,471 13.58%₹ 12,863 22.67%₹ 15,056 14.18%₹ 27,627 22.07%₹ 18,200 22.86%₹ 50,222 12.33%₹ 17,887 18.85%₹ 95,996 17.93%₹ 52,058 17.25%₹ 2,96,983

Portfolio Holdings

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 07 Dec 2022 are listed below:

  • Equity Holdings:

    94.97%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.03%

Top Sector Holdings of PGIM India Midcap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 12.68% ₹ 516.19 Cr.
Pharmaceuticals 9.25% ₹ 376.31 Cr.
Banks 8.01% ₹ 365.57 Cr.
Cement 5.40% ₹ 219.80 Cr.
Bearings 4.98% ₹ 202.68 Cr.
Others 59.68% -

Top Stock Holdings of PGIM India Midcap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 4.23% ₹ 172.14 Cr.
Coforge Ltd. 3.91% ₹ 159.12 Cr.
ICICI Bank Ltd. 3.28% ₹ 133.39 Cr.
J.b. Chemicals & Pharmaceuticals Ltd. 3.22% ₹ 131.00 Cr.
ABB India Ltd. 3.03% ₹ 123.51 Cr.
Others 82.33% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.06%
Net Receivables -0.03%