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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

42.10

as on 29 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 28,750 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

  • ₹ 41.200

    as on 29 Mar 2023
  • 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 ₹ 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

  • 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 -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

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 31 Mar 2023 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%