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PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

37.79

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 26,231 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

  • ₹ 44.620

    as on 14 Oct 2021
  • Regular - Growth

  • 5 / 25

  • ₹ 5,000

  • ₹ 1,952 Cr.

    as on 14 Oct 2021
  • 2.33%

    since 31 May 2021
  • 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 ₹ 44.620 as on 14 Oct 2021.

This fund has 7 years of track record. Since 31 May 2021 expense ratio of this fund is 2.33%. 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.
  • 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 8.99% 21.63% 46.40% 96.13% 62.52% 37.79% 21.78% 22.12% 90.20% 80.53% 57.24% 33.31% 23.05%
Category Average 6.06% 15.04% 35.53% 79.43% 40.79% 26.58% 16.90% 19.12% 72.53% 58.81% 40.82% 24.66% 20.38%
PGIM India Midcap Opportunities Fund 5.14%₹ 10,513 19.34%₹ 11,933 43.29%₹ 14,328 96.13%₹ 19,613 90.20%₹ 17,265 62.52%₹ 26,449 80.53%₹ 47,006 37.79%₹ 26,231 57.24%₹ 78,027 20.81%₹ 25,747 33.31%₹ 1,35,622 - -
DSP Midcap Fund 3.89%₹ 10,388 10.95%₹ 11,094 27.77%₹ 12,776 58.01%₹ 15,800 52.96%₹ 15,205 35.11%₹ 18,270 46.67%₹ 36,633 25.80%₹ 19,947 34.97%₹ 59,106 16.48%₹ 21,453 22.32%₹ 1,04,431 19.20%₹ 57,971 20.72%₹ 3,58,099
Axis Mid Cap Fund 5.60%₹ 10,559 17.91%₹ 11,791 36.64%₹ 13,664 71.99%₹ 17,199 70.34%₹ 16,183 39.00%₹ 19,339 55.11%₹ 39,125 30.16%₹ 22,101 41.38%₹ 64,198 21.78%₹ 26,793 28.79%₹ 1,21,912 22.12%₹ 73,864 23.05%₹ 4,06,271
Invesco India Midcap Fund 6.89%₹ 10,688 13.44%₹ 11,343 35.09%₹ 13,508 70.87%₹ 17,086 66.81%₹ 15,986 39.20%₹ 19,393 54.35%₹ 38,897 26.13%₹ 20,103 39.05%₹ 62,318 18.39%₹ 23,266 25.18%₹ 1,11,866 20.54%₹ 64,878 21.59%₹ 3,75,435
Kotak Emerging Equity Fund 4.54%₹ 10,453 12.60%₹ 11,260 30.22%₹ 13,022 81.29%₹ 18,128 68.69%₹ 16,091 41.33%₹ 19,993 58.64%₹ 40,186 28.90%₹ 21,459 41.72%₹ 64,479 18.28%₹ 23,165 25.76%₹ 1,13,429 21.47%₹ 70,054 22.75%₹ 3,99,667
Edelweiss Mid Cap Fund 6.55%₹ 10,655 13.70%₹ 11,369 36.69%₹ 13,669 88.01%₹ 18,800 76.74%₹ 16,535 43.89%₹ 20,726 63.78%₹ 41,750 29.21%₹ 21,617 44.60%₹ 66,859 - - - -

Portfolio Holdings

Portfolio holdings pattern of PGIM India Midcap Opportunities Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    94.55%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.45%

Top Sector Holdings of PGIM India Midcap Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 9.50% ₹ 185.37 Cr.
NBFC 8.24% ₹ 160.80 Cr.
Banks 7.46% ₹ 156.61 Cr.
Chemicals - Speciality 5.53% ₹ 148.59 Cr.
Pharmaceuticals 6.28% ₹ 122.71 Cr.
Others 62.99% -

Top Stock Holdings of PGIM India Midcap Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Coforge Ltd. 4.26% ₹ 83.15 Cr.
Max Healthcare Institute Ltd. 4.06% ₹ 79.19 Cr.
Muthoot Finance Pvt. Ltd. 3.80% ₹ 74.08 Cr.
ICICI Bank Ltd. 3.72% ₹ 72.55 Cr.
Mindtree Ltd. 3.60% ₹ 70.21 Cr.
Others 80.56% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.46%
Net Receivables -1.01%