PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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  • 0.77 %Nav, as on 24-01-2020

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  • Net Change on 24-01-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option 10.77 13.36 14.48 8.06 6.47 12.71
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 8.93 13.35 6.23 6.17 7.08 15.64
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option Dec 02, 2013 Unrated 14.48 8.06 6.47 0.76 132.56
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 9.32 8.87 9.61 1.26 22,796.46
Franklin India PRIMA FUND - Direct - Growth Jan 01, 2013 10.74 10.38 9.91 1.02 7,583.30
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 20.17 12.02 11.88 1.20 6,956.77
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 17.07 12.32 9.39 1.35 6,843.89
L&T Mid Cap Fund-Direct Plan-Growth Plan Jan 01, 2013 11.11 11.31 11.60 0.65 5,992.33

Fund Holdings as on 31-December-2019

  • City Union Bank Ltd.

  • Tata Global Beverages Ltd.

  • APL Apollo Tubes Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • Bajaj Finance Ltd.

  • Bharat Rasayan Ltd.

  • Atul Ltd.

  • Voltas Ltd.

  • Abbott India Ltd.

  • Muthoot Finance Ltd.

  • The Ramco Cements Ltd.

  • Balrampur Chini Mills Ltd.

  • IPCA Laboratories Ltd.

  • P I INDUSTRIES LIMITED

  • Whirlpool of India Ltd.

  • Ramkrishna Forgings Ltd.

  • L&T Technology Services Ltd.

  • Indraprastha Gas Ltd.

  • Balkrishna Industries Ltd.

  • Page Industries Ltd.

  • CMI FPE Ltd.

  • SRF Ltd.

  • Sharda Motor Industries Ltd.

  • KEC International Ltd.

  • DCB Bank Ltd.

  • Coromandel International Ltd.

  • The Federal Bank Ltd.

  • Escorts Ltd.

  • Relaxo Footwears Ltd.

  • Can Fin Homes Ltd.

  • Trent Ltd.

  • AU Small Finance Bank Ltd.

  • Majesco Ltd.

  • Max Financial Services Ltd.

  • Mahindra & Mahindra Financial Services Ltd

  • Syngene International Ltd.

  • Sundram Fasteners Ltd.

  • Alembic Pharmaceuticals Ltd.

  • RBL Bank Ltd.

  • Mangalore Refinery & Petrochemicals Ltd.

  • Ashok Leyland Ltd.

  • V.S.T Tillers Tractors Ltd.

  • Bharat Forge Ltd.

  • Net Receivables / (Payables)

  • Indian Railway Catering &Tou. Corp. Ltd.

  • Treps / Reverse Repo

  • Ratnamani Metals & Tubes Ltd.

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  • Bank - Private

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Tea/Coffee

  • Steel & Iron Products

  • Forgings

  • Chemicals

  • Air Conditioners

  • Automobiles-Tractors

  • Cement & Construction Materials

  • Sugar

  • Consumer Durables - Domestic Appliances

  • Engineering

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Textile

  • Engineering - Industrial Equipments

  • Diversified

  • Auto Ancillary

  • Engineering - Construction

  • Fertilizers

  • Footwear

  • Finance - Housing

  • Retailing

  • IT - Software

  • Finance - Others

  • Miscellaneous

  • Trading

  • Refineries

  • Automobiles-Trucks/Lcv

  • Travel Services

  • Castings/Forgings

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About PGIM India Midcap Opportunities Fund

Scheme Analysis

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap Fund fund and belongs to PGIM India Mutual Fund. It was launched on 02-Dec-2013 and currently has an AUM of ₹132.56 crore. PGIM India Midcap Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 100 as primary index and Nifty Midcap 100 - TRI as secondary index.

The NAV of PGIM India Midcap Opportunities Fund ended up ₹0.16(0.77%)yesterday to ₹20.87.

Among its top 3 holdings the fund has exposure to City Union Bank Ltd., and

The PGIM India Midcap Opportunities Fund is managed by Aniruddha Naha .

Fund House Contact

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

+91 (22) 61593000
care@pgimindia.com
+91 (22) 61593100

Fund Manager

  • Cash

  • Equity

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