Fund Performance
Lumpsum
SIP
42.10
as on 29 Mar 20233 Years
Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 28,750 today.
NAV Performance
Fund Information
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₹ 41.200
as on 29 Mar 2023 -
Regular - Growth
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2 / 25
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₹ 5,000
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₹ 3,585 Cr.
as on 31 Dec 2021 -
2.17%
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02 Dec 2013
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Nifty 50
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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 ₹ 41.200 as on 29 Mar 2023.
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
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About Aniruddha Naha
Mr. 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.
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About 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 | -0.59% | -2.07% | 2.14% | 26.13% | 41.90% | 43.75% | 17.67% | 19.85% | 6.93% | 15.85% | 25.36% | 22.66% | 17.51% |
| Category Average | -2.24% | -5.05% | -3.33% | 1.65% | 13.73% | 31.85% | 11.57% | 16.99% | -2.70% | 3.14% | 15.85% | 15.23% | 14.59% |
| PGIM India Midcap Opportunities Fund | -2.58%₹ 9,742 | -5.63%₹ 9,436 | -6.28%₹ 9,372 | -1.60%₹ 9,839 | -5.85%₹ 11,619 | 15.78%₹ 13,420 | 1.67%₹ 24,418 | 42.10%₹ 28,750 | 19.97%₹ 48,222 | 16.58%₹ 21,548 | 21.72%₹ 1,02,838 | - | - |
| Kotak Emerging Equity Fund | -2.40%₹ 9,759 | -3.47%₹ 9,652 | -1.70%₹ 9,830 | 3.92%₹ 10,391 | 0.76%₹ 12,049 | 14.27%₹ 13,072 | 5.36%₹ 25,348 | 35.41%₹ 24,867 | 19.05%₹ 47,609 | 13.49%₹ 18,839 | 17.89%₹ 93,704 | 19.85%₹ 61,237 | 17.51%₹ 3,00,925 |
| Edelweiss Mid Cap Fund | -1.02%₹ 9,898 | -3.60%₹ 9,639 | -2.79%₹ 9,721 | 2.69%₹ 10,268 | -0.26%₹ 11,984 | 14.04%₹ 13,018 | 4.21%₹ 25,057 | 36.06%₹ 25,228 | 18.52%₹ 47,258 | 12.05%₹ 17,676 | 17.46%₹ 92,732 | - | - |
| Axis Mid Cap Fund | -2.42%₹ 9,757 | -4.16%₹ 9,584 | -5.61%₹ 9,439 | -4.56%₹ 9,544 | -5.98%₹ 11,610 | 8.86%₹ 11,859 | -1.41%₹ 23,651 | 25.29%₹ 19,693 | 10.63%₹ 42,213 | 13.76%₹ 19,068 | 13.62%₹ 84,392 | 17.94%₹ 52,129 | 15.37%₹ 2,68,267 |
| Nippon India Growth Fund | -1.96%₹ 9,804 | -4.76%₹ 9,524 | -2.45%₹ 9,754 | 3.25%₹ 10,324 | -0.47%₹ 11,970 | 15.63%₹ 13,385 | 5.05%₹ 25,268 | 34.53%₹ 24,389 | 18.77%₹ 47,422 | 13.68%₹ 19,000 | 17.41%₹ 92,627 | 16.66%₹ 46,768 | 15.39%₹ 2,68,549 |
| Tata Mid Cap Growth Fund | -1.20%₹ 9,880 | -3.54%₹ 9,645 | -1.45%₹ 9,854 | -0.61%₹ 9,938 | -1.21%₹ 11,922 | 11.08%₹ 12,349 | 2.34%₹ 24,586 | 30.05%₹ 22,027 | 14.62%₹ 44,712 | 12.06%₹ 17,679 | 14.87%₹ 87,025 | 18.50%₹ 54,684 | 14.96%₹ 2,62,361 |
Portfolio Holdings
Top Sector Holdings of PGIM India Midcap Opportunities Fund
| Name of Sector | Holding Percentage | Holding 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 Stocks | Holding Percentage | Holding 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 Type | Holding Percentage |
|---|---|
| TREPS | 5.06% |
| Net Receivables | -0.03% |