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  • Mutual Fund
  • PGIM India Midcap Opportunities Fund (IDCW)

Dec 04, 2023

Category

Equity

AUM (Cr.)

9,101.52

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

1.72

Sharpe Ratio

9.24

Beta Ratio

0.00

Fund Manager

Vinay Paharia

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.

Invest Now
Nifty Free Float Midcap 100

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - PGIM India Midcap Opportunities Fund (IDCW) 7.58 14.48 12.47 25.84 23.84 17.63
Benchmark - Nifty Free Float Midcap 100 12.7 -0.57 9.91 -1.3 5.67 0
Category Average - BEST EQUITY PERFORMERS 9.19 24.51 27.82 26.19 20.28 20.07
Category Rank 3/2 2/2 2/2 2/2 2/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Mid-Cap Opportunities Fund (G) 142.4910 1.48 35.59 30.71 22.25 47,846.43 1.52 100.00 invest
WhiteOak Capital Mid Cap Fund (G) 13.9440 1.40 33.14 0.00 0.00 1,109.64 0.00 500.00 invest
WhiteOak Capital Mid Cap Fund (IDCW) 13.9440 1.40 33.14 0.00 0.00 1,109.64 0.00 500.00 invest
ITI Mid Cap Fund (IDCW) 15.3824 1.33 28.87 0.00 0.00 522.47 2.32 5,000.00 invest
Nippon India Growth Fund - (IDCW) 105.5252 -96.35 35.26 31.40 22.88 19,081.97 1.69 100.00 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 Oct 31, 2023 452.96 4.97 -9.42
Equity-Tube Investments Oct 31, 2023 289.72 3.18 5.42
Equity-Phoenix Mills Oct 31, 2023 262.69 2.89 0.06
Equity-Max Healthcare Oct 31, 2023 261.75 2.88 1.12
Equity-Cholaman.Inv.&Fn Oct 31, 2023 235.77 2.59 -16.64
Equity-Timken India Oct 31, 2023 230.97 2.54 -6.29
Equity-Abbott India Oct 31, 2023 224.40 2.47 -3.30
Equity-TVS Motor Co. Oct 31, 2023 217.73 2.39 4.53
Equity-HDFC Bank Oct 31, 2023 210.84 2.32 -3.26
Equity-Kotak Mah. Bank Oct 31, 2023 207.66 2.28 0.21

latest news

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

PGIM India Mutual Fund has announced 18 November 2023 as the record date fo...

Nov 17, 2023 10:39

PGIM India Mutual Fund Announces Appointment of Key Personnel

PGIM India Mutual Fund has announced that Mr. Anoop Gulati has been appoin...

Nov 08, 2023 10:54

PGIM India MF Announces change fund manager under its scheme

PGIM India Mutual Fund has announced change in fund manager under the follo...

Nov 01, 2023 16:16

PGIM India Arbitrage Fund Announces change in Exit Load Structure

PGIM India Mutual Fund has announced that the exit load of PGIM India Arbit...

Oct 18, 2023 11:58

PGIM India MF Announces change fund manager under its scheme

PGIM India Mutual Fund has announced change in fund manager under the follo...

Oct 16, 2023 10:50

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

PGIM India Mutual Fund has announced 17 October 2023 as the record date for...

Oct 13, 2023 09:26

SCHEME DETAILS

AMC Name : PGIM India Mutual Fund
Fund Name : PGIM India Midcap Opportunities Fund (IDCW)
Contact Persone : Vinay Paharia
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