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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

30.52

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 22,237 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

  • ₹ 48.410

    as on 22 Sep 2023
  • Regular - Growth

  • 4 / 25

  • ₹ 5,000

  • ₹ 7,812 Cr.

    as on 31 May 2023
  • 1.92%

  • 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 ₹ 48.410 as on 22 Sep 2023.

This fund has 9 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.92%. 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 Vinay Paharia

    Picture of Vinay PahariaMr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
  • About Puneet Pal

    Picture of Puneet PalMr. Pal is a B.Com (H) and MBA from SIBM Pune. Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
  • About Vivek Sharma

    Picture of Vivek SharmaMr. Sharma is a PGDM Finance Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.

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 4.62% 15.06% 32.88% 28.97% 41.90% 38.15% 23.02% 23.70% 45.25% 31.19% 30.25% 30.54% 20.18%
Category Average 2.36% 9.26% 25.55% 18.15% 13.67% 29.40% 17.32% 20.04% 34.51% 21.63% 22.39% 23.19% 17.35%
PGIM India Midcap Opportunities Fund 1.34%₹ 10,133 4.81%₹ 10,480 15.73%₹ 11,573 5.38%₹ 10,537 17.16%₹ 13,087 6.97%₹ 11,441 11.80%₹ 27,013 30.52%₹ 22,237 17.86%₹ 46,847 21.03%₹ 25,998 25.83%₹ 1,13,636 - -
Kotak Emerging Equity Fund 1.61%₹ 10,160 8.20%₹ 10,819 21.98%₹ 12,198 15.92%₹ 11,591 29.90%₹ 13,864 13.60%₹ 12,905 20.53%₹ 29,322 31.24%₹ 22,606 22.30%₹ 49,852 19.24%₹ 24,131 24.18%₹ 1,09,217 23.70%₹ 84,085 19.33%₹ 3,32,334
SBI Magnum Mid Cap Fund 3.77%₹ 10,377 6.77%₹ 10,677 25.98%₹ 12,598 16.17%₹ 11,616 33.66%₹ 14,088 16.38%₹ 13,544 22.65%₹ 29,893 35.07%₹ 24,641 25.15%₹ 51,839 19.65%₹ 24,543 26.49%₹ 1,15,425 22.05%₹ 73,515 18.19%₹ 3,12,438
Nippon India Growth Fund 4.04%₹ 10,404 13.24%₹ 11,324 32.52%₹ 13,252 23.98%₹ 12,398 44.35%₹ 14,718 16.06%₹ 13,468 27.65%₹ 31,255 34.31%₹ 24,227 27.61%₹ 53,599 20.63%₹ 25,573 26.87%₹ 1,16,481 20.34%₹ 63,829 19.13%₹ 3,28,693
Motilal Oswal Midcap 30 Fund 4.62%₹ 10,462 7.08%₹ 10,707 26.18%₹ 12,618 16.65%₹ 11,664 34.69%₹ 14,150 22.35%₹ 14,970 27.07%₹ 31,098 37.11%₹ 25,775 30.25%₹ 55,532 19.68%₹ 24,576 27.72%₹ 1,18,866 - -
Edelweiss Mid Cap Fund 1.53%₹ 10,152 7.58%₹ 10,758 24.36%₹ 12,435 15.63%₹ 11,562 30.52%₹ 13,901 12.80%₹ 12,723 20.36%₹ 29,276 31.35%₹ 22,660 22.23%₹ 49,800 18.45%₹ 23,336 24.36%₹ 1,09,694 - -

Portfolio Holdings

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    94.77%
  • Debt Holdings:

    0.25%
  • Others Holdings:

    4.98%

Top Sector Holdings of PGIM India Midcap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
NBFC 9.61% ₹ 966.63 Cr.
Auto ancillaries 7.16% ₹ 612.30 Cr.
Pharmaceuticals 4.64% ₹ 520.19 Cr.
Bearings 5.83% ₹ 498.43 Cr.
Computers - Software 5.42% ₹ 463.52 Cr.
Others 67.34% -

Top Stock Holdings of PGIM India Midcap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Jubilant Foodworks Ltd. 3.36% ₹ 287.47 Cr.
Cholamandalam Investment & Finance Co. Ltd. 3.11% ₹ 266.16 Cr.
Tube Investments Of India Ltd. 3.08% ₹ 263.30 Cr.
Timken India Ltd. 3.08% ₹ 263.15 Cr.
Persistent Systems Ltd. 3.00% ₹ 256.07 Cr.
Others 84.37% -

Top Debt Instrument Type holdings of PGIM India Midcap Opportunities Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.25% ₹ 20.92 Cr.
Others 99.75% -

Top Debt Holdings of PGIM India Midcap Opportunities Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.25% ₹ 20.92 Cr.
Others 99.75%

Other Holdings

Holding TypeHolding Percentage
TREPS 6.10%
Net Receivables -1.12%