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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

35.30

as on 24 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 24,787 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

  • ₹ 43.080

    as on 24 Jan 2022
  • Regular - Growth

  • 5 / 25

  • ₹ 5,000

  • ₹ 3,585 Cr.

    as on 24 Jan 2022
  • 2.17%

    since 30 Nov 2021
  • 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 ₹ 43.080 as on 24 Jan 2022.

This fund has 8 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 1.65% 3.26% 20.74% 51.32% 48.18% 35.30% 21.75% 21.65% 45.44% 61.38% 49.16% 30.21% 20.88%
Category Average -0.44% -2.85% 6.15% 36.10% 27.85% 22.43% 16.37% 18.80% 24.26% 42.09% 31.70% 20.65% 18.24%
PGIM India Midcap Opportunities Fund 0.49%₹ 10,048 -0.28%₹ 9,972 12.07%₹ 11,207 51.32%₹ 15,131 38.05%₹ 14,354 48.18%₹ 21,979 61.38%₹ 41,059 35.30%₹ 24,787 49.16%₹ 70,821 21.50%₹ 26,494 30.21%₹ 1,26,173 - -
Kotak Emerging Equity Fund -0.33%₹ 9,967 -0.73%₹ 9,927 5.80%₹ 10,580 38.18%₹ 13,818 23.60%₹ 13,486 27.11%₹ 16,167 43.73%₹ 35,810 24.85%₹ 19,473 33.86%₹ 58,291 17.71%₹ 22,611 22.10%₹ 1,03,922 21.35%₹ 69,365 20.88%₹ 3,61,477
Axis Mid Cap Fund -1.25%₹ 9,875 -3.78%₹ 9,622 6.88%₹ 10,688 32.78%₹ 13,278 21.32%₹ 13,347 27.63%₹ 16,300 36.70%₹ 33,794 25.09%₹ 19,586 30.77%₹ 55,957 21.75%₹ 26,767 23.32%₹ 1,07,012 21.65%₹ 71,078 20.54%₹ 3,54,835
Invesco India Midcap Fund -1.20%₹ 9,879 -1.93%₹ 9,806 5.98%₹ 10,597 33.47%₹ 13,347 24.54%₹ 13,543 27.31%₹ 16,218 39.48%₹ 34,586 22.55%₹ 18,415 31.58%₹ 56,563 18.07%₹ 22,960 21.44%₹ 1,02,263 20.48%₹ 64,521 19.72%₹ 3,39,369
Edelweiss Mid Cap Fund -1.74%₹ 9,826 -4.01%₹ 9,599 4.43%₹ 10,443 38.59%₹ 13,858 23.18%₹ 13,460 30.57%₹ 17,060 45.12%₹ 36,214 25.12%₹ 19,601 34.92%₹ 59,110 18.50%₹ 23,374 22.32%₹ 1,04,472 - -
Nippon India Growth Fund 0.59%₹ 10,059 -3.21%₹ 9,679 7.69%₹ 10,768 37.28%₹ 13,727 27.33%₹ 13,713 27.99%₹ 16,391 44.89%₹ 36,146 23.99%₹ 19,073 33.95%₹ 58,361 17.86%₹ 22,749 22.20%₹ 1,04,164 17.32%₹ 49,463 18.25%₹ 3,13,545

Portfolio Holdings

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 26 Jan 2022 are listed below:

  • Equity Holdings:

    96.38%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.62%

Top Sector Holdings of PGIM India Midcap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 11.14% ₹ 377.41 Cr.
Banks 9.88% ₹ 334.95 Cr.
Pharmaceuticals 8.25% ₹ 279.38 Cr.
Cement 6.95% ₹ 235.39 Cr.
Bearings 5.27% ₹ 178.63 Cr.
Others 58.51% -

Top Stock Holdings of PGIM India Midcap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 4.50% ₹ 152.48 Cr.
Mindtree Ltd. 3.54% ₹ 119.90 Cr.
ABB India Ltd. 3.46% ₹ 117.23 Cr.
Federal Bank Ltd. 3.40% ₹ 115.28 Cr.
Ashok Leyland Ltd. 3.32% ₹ 112.62 Cr.
Others 81.78% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.98%
Net Receivables -2.36%