Pgim India Midcap Opportunities Fund - Direct Plan - Growth Option - Growth

Pgim India Midcap Opportunities Fund - Direct Plan - Growth Option - Growth

Equity | Mid Cap

(NAV as of 28/08/2023)

54.00 (-0.29%)

3Y Returns

32.86%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.41%

Fund Size

₹9261 Cr

Inception Date

02-Dec-13

Fund Manager

Vinay Paharia

Exit Load

0.50% on or before 90D, Nil after 90D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark but its beta is more than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Midcap 150 TRI benchmark and its alpha is more than Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

93.35%

Debt & Others

6.65%

Market Cap Allocation

Large Cap

17.84%

Mid Cap

68.02%

Small Cap

7.49%

Other Cap

6.65%

Sector Allocation

Automobiles

13.29%

Finance

9.90%

Industrial Products

9.63%

Cash/Deposits/Margins/Treps/Repo/Swaps

6.44%

Chemicals

5.84%

Top Ten Holdings

Clearing Corporation of India Limited

6.55%

The Phoenix Mills Ltd

3.17%

Cholamandalam Investment And Finance Company Ltd

3.10%

Tube Investments Of India Ltd

3.06%

Timken India Ltd

3.02%

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.

Fund House Detail

AMC Name

PGIM India Asset Management Private Limited

Scheme Document

https://www.pgimindiamf.com/forms-and-updates/sid-and-sai#SID

Address

Nirlon House, 2nd Floor,Dr. Annie Besant Road, Worli,Mumbai - 400 030

Similar Funds

Fund

Zi Tag

Pgim India Midcap Opportunities Fund

8.94%

32.86%

23.41%

Motilal Oswal Midcap Fund

19.65%

38.67%

21.41%

Hdfc Mid-Cap Opportunities Fund

31.12%

35.54%

19.96%

Nippon India Growth Fund

26.07%

35.19%

21.73%

Mahindra Manulife Mid Cap Fund

28.12%

34.41%

21.03%

Similar Funds

Pgim India Midcap Opportunities Fund

8.94%

32.86%

23.41%

Motilal Oswal Midcap Fund

19.65%

38.67%

21.41%

Hdfc Mid-Cap Opportunities Fund

31.12%

35.54%

19.96%

Nippon India Growth Fund

26.07%

35.19%

21.73%

Mahindra Manulife Mid Cap Fund

28.12%

34.41%

21.03%

Aditya Birla Sun Life Midcap Fund

19.93%

30.35%

15.45%

Tata Mid Cap Growth Fund

24.25%

30.25%

20.42%

Uti Mid Cap Fund

18.68%

29.68%

19.01%

Invesco India Midcap Fund

23.1%

28.76%

19.41%

Axis Midcap Fund

14.5%

25.44%

18.72%

Dsp Midcap Fund

19.15%

21.31%

15.97%

Canara Robeco Mid Cap Fund

Franklin India Prima Fund

19.39%

Bandhan Midcap Fund

22.04%

Jm Midcap Fund

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