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Partner With Us NRI

Jan 21, 2022

Category

Equity

AUM (Cr.)

4,069.76

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.17

Sharpe Ratio

37.64

Beta Ratio

0.00

Fund Manager

Aniruddha Naha

Inception Date

Dec 02, 2013

Risk Level

Very High

Investment Objective

The primary objective of the Scheme is to achieve long-term 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.

Nifty Free Float Midcap 100

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - PGIM India Midcap Opportunities Fund (G) 5.39 18.43 55.4 36.83 22.69 20.16
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 5.07 13.33 40.67 25.26 18.9 22.5
Category Average - BEST EQUITY PERFORMERS 3.11 6.61 25.89 17.86 14.57 19.48
Category Average - BEST EQUITY PERFORMERS 5.84 5.85 31.63 20.96 17.41 9.38
Category Average - BEST EQUITY PERFORMERS 4.06 11.51 48.74 28.8 21.95 12.62
Category Average - BEST EQUITY PERFORMERS 3.99 9.65 30.99 16.38 11.85 24.5
Category Average - BEST EQUITY PERFORMERS 4.31 15.11 44.06 19.99 14.31 22.14
Category Average - BEST EQUITY PERFORMERS 4.19 10.82 34.81 23.82 17.57 18
Category Average - BEST EQUITY PERFORMERS 4.58 12.52 37.35 24.93 17.14 18.62
Category Average - BEST EQUITY PERFORMERS 3.02 8.46 37.78 20.63 16.26 17.55
Category Average - BEST EQUITY PERFORMERS 6.63 16.71 49.21 26.96 16.46 17.19
Category Average - BEST EQUITY PERFORMERS 5.08 6.7 25.2 21.45 15.95 15.75
Category Average - BEST EQUITY PERFORMERS 4.25 11.73 41.36 26.09 18.85 14.37
Category Average - BEST EQUITY PERFORMERS 4.82 10.99 36.3 23.67 19.33 15.99
Category Average - BEST EQUITY PERFORMERS 6.33 11.29 37.28 21.18 16 16.52
Category Average - BEST EQUITY PERFORMERS 3.04 4.8 26.87 16.44 14.49 18.89
Category Average - BEST EQUITY PERFORMERS 3.47 17.39 49.71 26.87 18.49 5.28
Category Average - BEST EQUITY PERFORMERS 6.32 8.54 39.35 24.48 16.95 11.94
Category Average - BEST EQUITY PERFORMERS 3.78 12.1 35.89 26.57 22.75 19.43
Category Average - BEST EQUITY PERFORMERS 5.39 18.42 55.38 36.53 22.28 19.91
Category Average - BEST EQUITY PERFORMERS 5.01 26.01 52.33 24.91 15.75 21.29
Category Average - BEST EQUITY PERFORMERS 3.87 9.72 41.26 26.32 19.68 12.1
Category Average - BEST EQUITY PERFORMERS 4.95 8.45 31.46 18.84 0 11.98
Category Average - BEST EQUITY PERFORMERS 5.68 10.74 46.2 24.92 0 15.53
Category Average - BEST EQUITY PERFORMERS 5.08 11.16 40.05 0 0 34.82
Category Average - BEST EQUITY PERFORMERS 3.41 11.67 45.61 0 0 76.12
Category Average - BEST EQUITY PERFORMERS 1.33 -0.41 0 0 0 12.77
Category Average - BEST EQUITY PERFORMERS 3.29 0 0 0 0 0.98
Category Rank - BEST EQUITY PERFORMERS 56 39 54 32 71 119
Category Rank - BEST EQUITY PERFORMERS 68 166 99 92 82 135
Category Rank - BEST EQUITY PERFORMERS 69 228 91 58 65 242
Category Rank - BEST EQUITY PERFORMERS 89 265 142 97 56 271
Category Rank - BEST EQUITY PERFORMERS 98 186 64 53 241 161
Category Rank - BEST EQUITY PERFORMERS 114 17 36 7 13 76
Category Rank - BEST EQUITY PERFORMERS 134 171 88 254 272 16
Category Rank - BEST EQUITY PERFORMERS 135 255 197 84 89 156
Category Rank - BEST EQUITY PERFORMERS 136 111 84 48 30 52
Category Rank - BEST EQUITY PERFORMERS 141 2 42 54 93 59
Category Rank - BEST EQUITY PERFORMERS 143 230 143 147 230 241
Category Rank - BEST EQUITY PERFORMERS 149 176 107 65 26 151
Category Rank - BEST EQUITY PERFORMERS 170 133 98 52 59 91
Category Rank - BEST EQUITY PERFORMERS 198 69 70 125 143 53
Category Rank - BEST EQUITY PERFORMERS 199 158 80 41 32 185
Category Rank - BEST EQUITY PERFORMERS 205 183 122 63 49 107
Category Rank - BEST EQUITY PERFORMERS 215 163 55 26 15 226
Category Rank - BEST EQUITY PERFORMERS 223 214 148 198 177 44
Category Rank - BEST EQUITY PERFORMERS 232 213 81 38 22 237
Category Rank - BEST EQUITY PERFORMERS 237 142 111 36 12 82
Category Rank - BEST EQUITY PERFORMERS 244 31 52 34 35 294
Category Rank - BEST EQUITY PERFORMERS 246 159 67 282 313 1
Category Rank - BEST EQUITY PERFORMERS 252 309 300 298 215 309
Category Rank - BEST EQUITY PERFORMERS 261 258 190 169 130 81
Category Rank - BEST EQUITY PERFORMERS 263 273 182 196 135 87
Category Rank - BEST EQUITY PERFORMERS 264 229 96 105 78 109
Category Rank 292/223 284/223 309/223 307/223 228/223 223/223
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Sundaram Mid Cap Fund - Inst (G) 767.7664 1.10 38.60 16.22 13.66 7,352.26 1.25 10,000,000.00 invest
BNP Paribas Mid Cap Fund (G) 58.9450 -1.47 39.35 24.48 16.95 1,065.32 2.23 5,000.00 invest
Motilal Oswal Midcap 30 Fund (G) 46.0631 -1.50 52.33 24.91 15.75 2,633.90 2.05 500.00 invest
L&T Midcap Fund (G) 205.2700 -1.54 26.87 16.44 14.49 6,782.00 1.88 5,000.00 invest
Nippon India Growth Fund - (IDCW) 81.8067 -95.98 40.67 23.85 18.09 11,906.10 1.88 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-C C I Dec 31, 2021 205.94 5.06 81.80
Equity-Mphasis Dec 31, 2021 172.14 4.23 46.17
Equity-Coforge Dec 31, 2021 159.12 3.91 35.85
Equity-ICICI Bank Dec 31, 2021 133.39 3.28 26.41
Equity-J B Chem & Pharm Dec 31, 2021 131.00 3.22 47.74
Equity-A B B Dec 31, 2021 123.51 3.03 8.33
Equity-Timken India Dec 31, 2021 122.12 3.00 -1.62
Equity-Persistent Sys Dec 31, 2021 113.23 2.78 341.97
Equity-Sanofi India Dec 31, 2021 111.54 2.74 7.58
Equity-Max Financial Dec 31, 2021 111.64 2.74 4.26

latest news

PGIM India MF Announces quarterly Income Distribution cum Capital Withdrawal (IDCW) under it schemes

PGIM India Mutual Fund has announced 31 December 2021 as the record date fo...

Dec 28, 2021 13:13

PGIM India Mutual Fund Announces merger of PGIM India Credit Risk Fund into PGIM India Low Duration Fund

PGIM India Mutual Fund and PGIM India Asset Management Private Limited have...

Dec 18, 2021 12:21

PGIM India Mutual Fund Announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

PGIM India Mutual Fund has announced 17 December 2021 as the record date fo...

Dec 14, 2021 12:37

PGIM India Mutual Fund Announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

PGIM India Mutual Fund has announced 18 November 2021 as the record date fo...

Nov 13, 2021 16:14

PGIM India Mutual Fund Announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes

PGIM India Mutual Fund has announced 14 October 2021 as the record date for...

Oct 09, 2021 11:44

PGIM India MF Announces quarterly Income Distribution cum Capital Withdrawal (IDCW) under it schemes

PGIM India Mutual Fund has announced 24 September 2021 as the record date f...

Sep 20, 2021 12:03

SCHEME DETAILS

AMC Name : PGIM India Mutual Fund
Fund Name : PGIM India Midcap Opportunities Fund (G)
Contact Persone : Aniruddha Naha
Registered Address : 4th Floor, C Wing, Laxmi Towers,Bandra Kurla Complex,Bandra (East), Mumbai - 400 051
Telephone No : 022-61593000
Fax No. : 022-61593100
Email : care:pgimindia.co.in
Website : www.pgimindiamf.com