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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

22.31

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,326 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

  • ₹ 36.140

    as on 10 Jun 2021
  • Regular - Growth

  • 5 / 25

  • ₹ 5,000

  • ₹ 604 Cr.

    as on 10 Jun 2021
  • 2.63%

    since 31 Dec 2020
  • 02 Dec 2013

  • Equity - Mid Cap Fund

  • Nifty Midcap 100 TRI

  • 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 ₹ 36.140 as on 10 Jun 2021.

This fund has 7 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.63%. Ideally you shoulds compare this fund with the benchmark Nifty Midcap 100 TRI.

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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 10.83% 20.86% 39.27% 105.46% 41.04% 22.31% 19.47% 19.24% 97.84% 67.37% 44.67% 26.41% 20.90%
Category Average 8.45% 10.48% 29.70% 77.22% 25.23% 14.94% 15.92% 16.36% 75.31% 45.82% 30.37% 19.05% 18.05%
PGIM India Midcap Opportunities Fund 8.30%₹ 10,830 15.17%₹ 11,516 39.27%₹ 13,926 105.46%₹ 20,545 97.84%₹ 17,673 41.04%₹ 19,911 67.37%₹ 42,845 22.31%₹ 18,326 44.67%₹ 66,903 19.47%₹ 24,353 26.41%₹ 1,15,185 - -
DSP Midcap Fund 8.97%₹ 10,897 9.86%₹ 10,985 21.55%₹ 12,154 62.03%₹ 16,202 59.26%₹ 15,561 24.63%₹ 15,542 39.81%₹ 34,649 15.43%₹ 15,399 28.25%₹ 54,057 17.11%₹ 22,040 18.71%₹ 95,647 17.11%₹ 48,574 19.15%₹ 3,28,939
Invesco India Midcap Fund 7.73%₹ 10,773 7.49%₹ 10,748 25.16%₹ 12,516 63.47%₹ 16,347 61.82%₹ 15,705 24.33%₹ 15,468 40.92%₹ 34,965 16.27%₹ 15,736 28.22%₹ 54,038 16.97%₹ 21,907 19.33%₹ 97,108 17.99%₹ 52,369 19.07%₹ 3,27,548
Axis Mid Cap Fund 7.73%₹ 10,772 8.12%₹ 10,811 24.54%₹ 12,453 61.96%₹ 16,195 60.95%₹ 15,656 27.56%₹ 16,283 40.90%₹ 34,959 19.57%₹ 17,120 30.24%₹ 55,521 19.32%₹ 24,198 22.66%₹ 1,05,279 19.24%₹ 58,194 20.42%₹ 3,52,351
Kotak Emerging Equity Fund 8.28%₹ 10,827 10.52%₹ 11,052 32.01%₹ 13,201 83.96%₹ 18,395 82.40%₹ 16,842 27.50%₹ 16,267 49.28%₹ 37,387 17.17%₹ 16,108 33.48%₹ 57,952 17.77%₹ 22,670 21.26%₹ 1,01,768 19.06%₹ 57,317 20.90%₹ 3,61,661
Edelweiss Mid Cap Fund 9.14%₹ 10,914 11.47%₹ 11,147 34.67%₹ 13,466 88.62%₹ 18,861 86.66%₹ 17,073 28.84%₹ 16,610 52.09%₹ 38,217 16.67%₹ 15,899 34.44%₹ 58,686 - - - -

Portfolio Holdings

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 13 Jun 2021 are listed below:

  • Equity Holdings:

    97.03%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.97%

Top Sector Holdings of PGIM India Midcap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 13.53% ₹ 149.91 Cr.
Banks 8.50% ₹ 115.33 Cr.
Nbfc 6.09% ₹ 67.45 Cr.
Chemicals - speciality 5.83% ₹ 64.51 Cr.
Cement 4.26% ₹ 56.86 Cr.
Others 61.79% -

Top Stock Holdings of PGIM India Midcap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Mindtree Ltd. 4.51% ₹ 50.01 Cr.
Coforge Ltd. 4.18% ₹ 46.34 Cr.
Voltas Limited 4.07% ₹ 45.09 Cr.
Cholamandalam Investment & Finance Co. Ltd. 3.37% ₹ 37.37 Cr.
MTAR Technologies Ltd. 3.17% ₹ 35.15 Cr.
Others 80.70% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.52%
Net Receivables 0.45%