PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Minimum Investment (₹)

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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 6.02 16.36 86.19 32.17 21.69 21.45
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 100 7.85 10.41 68.14 15.82 13.67 16.91
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 86.19 32.17 21.69 0.34 2,709.09
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 61.44 18.01 15.61 1.04 30,948.53
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 68.10 23.64 18.84 0.57 15,708.53
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 63.03 25.88 22.41 0.49 14,803.76
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 47.42 20.52 16.75 0.86 13,773.75
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 69.38 23.11 18.13 1.20 11,321.55

Fund Holdings as on 31-August-2021

  • Max Healthcare Institute Ltd.

  • Clearing Corporation of India Ltd.

  • Mphasis Ltd.

  • MindTree Ltd.

  • Max Financial Services Ltd.

  • Coforge Ltd.

  • Sanofi India Ltd.

  • Muthoot Finance Ltd.

  • BASF India Ltd.

  • Voltas Ltd.

  • Cummins India Ltd.

  • The Federal Bank Ltd.

  • ICICI Bank Ltd.

  • ACC Ltd.

  • Jubilant Foodworks Ltd.

  • Sagar Cements Ltd.

  • Aarti Industries Ltd.

  • Dalmia Bharat Ltd.

  • Ashok Leyland Ltd.

  • L&T Technology Services Ltd.

  • Crompton Greaves Cons Electrical Ltd.

  • Bata India Ltd.

  • JB Chemicals & Pharmaceuticals Ltd.

  • Bharat Forge Ltd.

  • VARUN BEVERAGES LIMITED

  • Bharat Rasayan Ltd.

  • Sobha Ltd.

  • Syngene International Ltd.

  • SKF India Ltd.

  • Natco Pharma Ltd.

  • Indian Railway Catering &Tou. Corp. Ltd.

  • Quess Corp Ltd.

  • The Indian Hotels Company Ltd.

  • Polycab India Ltd.

  • Canara Bank

  • Dixon Technologies (India) Ltd.

  • Trent Ltd.

  • Gujarat State Petronet Ltd.

  • Bharat Electronics Ltd.

  • Praj Industries Ltd.

  • Minda Industries Ltd.

  • Mahanagar Gas Ltd.

  • Gokaldas Exports Ltd.

  • Balkrishna Industries Ltd.

  • Suven Pharmaceuticals Ltd.

  • Affle (India) Ltd.

  • India Glycols Ltd.

  • Greenply Industries Ltd.

  • APL Apollo Tubes Ltd.

  • Clean Science and Technology Ltd.

  • Net Receivables / (Payables)

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Bank - Private

  • Hospital & Healthcare Services

  • Pesticides & Agrochemicals

  • Consumer Food

  • Finance - Others

  • Miscellaneous

  • Retailing

  • Finance - NBFC

  • Chemicals

  • Air Conditioners

  • Diesel Engines

  • Gas Transmission/Marketing

  • Automobiles-Trucks/Lcv

  • Engineering - Industrial Equipments

  • Engineering

  • Consumer Durables - Domestic Appliances

  • Forgings

  • Construction - Real Estate

  • Bearings

  • Travel Services

  • Hotel, Resort & Restaurants

  • Cable

  • Bank - Public

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Textile

  • Tyres & Allied

  • Telecommunication - Equipment

  • Wood & Wood Products

  • Steel & Iron Products

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Fund Manager

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About PGIM India Midcap Opportunities Fund

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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 ₹2,709.09 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 down ₹-0.79(-1.7%)yesterday to ₹45.58.

Among its top 3 holdings the fund has exposure to Max Healthcare Institute Ltd., and

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

Fund House Contact

4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051

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