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

Equity | Mid Cap

(NAV as of 08/05/2024)

62.93 (0.34)

3Y Returns

20.06%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.42%

Fund Size

₹10043 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

97.31%

Debt & Others

2.69%

Market Cap Allocation

Large Cap

16.81%

Mid Cap

67.68%

Small Cap

12.82%

Other Cap

2.69%

Sector Allocation

Automobiles

12.56%

Finance

8.38%

Industrial Products

7.66%

Health Care

7.40%

Internet and Technology

7.02%

Top Ten Holdings

The Phoenix Mills Ltd

3.29%

Max Healthcare Institute Ltd

3.25%

Persistent Systems Ltd

2.56%

TVS Motor Company Ltd

2.51%

Cholamandalam Investment And Finance Company Ltd

2.46%

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

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Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

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Invesco India Growth Opportunities Fund - Direct Plan Growth

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Taurus Discovery (Midcap) Fund - Direct Plan Growth

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