PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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  • (-0.69%)Nav, as on 29-09-2023

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  • Net Change on 29-09-2023

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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 1.35 4.81 11.86 31.22 24.65 18.91
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap 150 - 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 11.86 31.22 24.65 0.41 9,392.69
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 37.61 35.39 21.37 0.86 47,236.04
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 23.96 32.32 22.29 0.37 33,091.23
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 17.88 24.66 19.48 0.54 22,664.68
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 32.21 34.49 22.99 0.94 18,343.36
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 23.15 21.05 17.09 0.79 15,053.28

Fund Holdings as on 31-August-2023

  • Clearing Corporation of India Ltd.

  • The Phoenix Mills Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • Max Healthcare Institute Ltd.

  • Tube Investments Of India Ltd.

  • Timken India Ltd.

  • Navin Fluorine International Ltd.

  • Abbott India Ltd.

  • Indraprastha Gas Ltd.

  • Jubilant Foodworks Ltd.

  • HDFC Bank Ltd.

  • Kotak Mahindra Bank Ltd.

  • SKF India Ltd.

  • Dixon Technologies (India) Ltd.

  • TVS Motor Company Ltd.

  • UNO Minda Ltd.

  • P I INDUSTRIES LIMITED

  • JK Cement Ltd.

  • Max Financial Services Ltd.

  • Poonawalla Fincorp Ltd.

  • Gujarat Gas Ltd.

  • Persistent Systems Ltd.

  • Sona BLW Precision Forgings Ltd.

  • Creditaccess Grameen Ltd.

  • Mphasis Ltd.

  • Motherson Sumi Wiring India Ltd.

  • Radico Khaitan Ltd.

  • Coforge Ltd.

  • Balkrishna Industries Ltd.

  • HDFC Asset Management Company Ltd.

  • Supreme Industries Ltd.

  • Escorts Kubota Ltd.

  • Vedant Fashions Ltd.

  • Container Corporation Of India Ltd.

  • Solar Industries India Ltd.

  • Cummins India Ltd.

  • The Indian Hotels Company Ltd.

  • Laurus Labs Ltd.

  • L&T Technology Services Ltd.

  • VARUN BEVERAGES LIMITED

  • Oberoi Realty Ltd.

  • Muthoot Finance Ltd.

  • Bata India Ltd.

  • Syngene International Ltd.

  • InterGlobe Aviation Ltd.

  • Vinati Organics Ltd.

  • United Spirits Ltd.

  • SBI Cards & Payment Services Ltd.

  • Tata Chemicals Ltd.

  • Dr. Lal Path Labs Ltd.

  • Star Health & Allied Insurance Co Ltd.

  • ZF Commercial Vehicle Ctrl Sys Ind Ltd.

  • Kajaria Ceramics Ltd.

  • Metro Brands Ltd.

  • Sumitomo Chemical India Ltd.

  • CRISIL Ltd.

  • Central Depository Services (I) Ltd.

  • Clean Science and Technology Ltd.

  • Schaeffler India Ltd.

  • Bharat Rasayan Ltd.

  • Prestige Estates Projects Ltd.

  • Devyani International Ltd.

  • Aavas Financiers Ltd.

  • AU Small Finance Bank Ltd.

  • Blue Star Ltd.

  • Grindwell Norton Ltd.

  • Triveni Turbine Ltd.

  • 364 DAYS TBILL RED 14-03-2024

  • 182 DAYS TBILL RED 14-09-2023

  • Net Receivables / (Payables)

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  • Finance - NBFC

  • Chemicals

  • Miscellaneous

  • IT - Software

  • Bearings

  • Bank - Private

  • Construction - Real Estate

  • Auto Ancillary

  • Consumer Food

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Pesticides & Agrochemicals

  • Cycles

  • Finance - Others

  • Industrial Gases & Fuels

  • Breweries & Distilleries

  • Consumer Durables - Electronics

  • Automobile Two & Three Wheelers

  • Cement & Construction Materials

  • Retailing

  • Gas Transmission/Marketing

  • Steel & Iron Products

  • Tyres & Allied

  • Finance - Asset Management

  • Plastic Products

  • Automobiles-Tractors

  • Textile

  • Logistics

  • Diesel Engines

  • Hotel, Resort & Restaurants

  • Airlines

  • Insurance

  • Ceramics/Marble/Granite/Sanitaryware

  • Ratings

  • Finance - Housing

  • Air Conditioners

  • Abrasives

  • Engineering - Industrial Equipments

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Fund Manager

  • Cash

  • Equity

  • SOVEREIGN

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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 ₹9,392.69 crore. PGIM India Midcap Opportunities Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap 150 - TRI as secondary index.

The NAV of PGIM India Midcap Opportunities Fund ended down ₹-0.38(-0.69%)yesterday to ₹54.9.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd., and

The PGIM India Midcap Opportunities Fund is managed by Vinay Paharia and Puneet Pal.

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