PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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  • 1.16 %Nav, as on 07-06-2023

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  • Net Change on 07-06-2023

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  • Assets (Cr.)

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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 6.21 6.63 17.67 39.56 20.33 18.78
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 17.67 39.56 20.33 0.43 8,072.13
HDFC Mid Cap Opportunities Fund -Direct Plan - Growth Option Dec 31, 2012 32.46 36.34 15.82 0.94 36,911.62
Kotak Emerging Equity Scheme - Growth - Direct Jan 01, 2013 22.93 34.77 17.13 0.41 25,971.71
Axis Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 19.70 26.52 17.31 0.54 19,539.49
Nippon India Growth Fund - Direct Plan Growth Plan - Growth Jan 01, 2013 24.93 35.46 17.34 0.85 14,143.01
DSP Midcap Fund - Direct Plan - Growth Dec 31, 2012 Unrated 15.26 21.54 11.69 0.77 13,441.17

Fund Holdings as on 30-April-2023

  • Clearing Corporation of India Ltd.

  • Jubilant Foodworks Ltd.

  • Navin Fluorine International Ltd.

  • The Phoenix Mills Ltd.

  • Indraprastha Gas Ltd.

  • Tube Investments Of India Ltd.

  • Timken India Ltd.

  • Persistent Systems Ltd.

  • Abbott India Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • Cummins India Ltd.

  • Max Healthcare Institute Ltd.

  • SKF India Ltd.

  • The Federal Bank Ltd.

  • Gujarat Gas Ltd.

  • Crompton Greaves Cons Electrical Ltd.

  • TVS Motor Company Ltd.

  • Mahindra & Mahindra Financial Services Ltd

  • Radico Khaitan Ltd.

  • Sona BLW Precision Forgings Ltd.

  • Gland Pharma Ltd.

  • Max Financial Services Ltd.

  • UNO Minda Ltd.

  • Kajaria Ceramics Ltd.

  • Dixon Technologies (India) Ltd.

  • Container Corporation Of India Ltd.

  • JK Cement Ltd.

  • Mphasis Ltd.

  • Creditaccess Grameen Ltd.

  • HDFC Asset Management Company Ltd.

  • Laurus Labs Ltd.

  • L&T Technology Services Ltd.

  • Coforge Ltd.

  • Bata India Ltd.

  • Motherson Sumi Wiring India Ltd.

  • Escorts Kubota Ltd.

  • The Indian Hotels Company Ltd.

  • SBI Cards & Payment Services Ltd.

  • Supreme Industries Ltd.

  • Balkrishna Industries Ltd.

  • Oberoi Realty Ltd.

  • VARUN BEVERAGES LIMITED

  • Indian Energy Exchange Ltd.

  • Muthoot Finance Ltd.

  • Star Health & Allied Insurance Co Ltd.

  • Tata Chemicals Ltd.

  • Dr. Lal Path Labs Ltd.

  • Syngene International Ltd.

  • Bharat Rasayan Ltd.

  • Voltas Ltd.

  • CRISIL Ltd.

  • Solar Industries India Ltd.

  • ZF Commercial Vehicle Ctrl Sys Ind Ltd.

  • Central Depository Services (I) Ltd.

  • Schaeffler India Ltd.

  • Vedant Fashions Ltd.

  • AU Small Finance Bank Ltd.

  • Aavas Financiers Ltd.

  • Devyani International Ltd.

  • Kolte - Patil Developers Ltd.

  • Vinati Organics Ltd.

  • Metro Brands Ltd.

  • Clean Science and Technology Ltd.

  • Poonawalla Fincorp Ltd.

  • Sumitomo Chemical India Ltd.

  • Bajaj Finance Ltd.

  • 364 DAYS TBILL RED 29-06-2023

  • Prestige Estates Projects Ltd.

  • Grindwell Norton Ltd.

  • India Glycols Ltd.

  • Coromandel International Ltd.

  • 182 DAYS TBILL RED 11-05-2023

  • Net Receivables / (Payables)

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  • Miscellaneous

  • Finance - NBFC

  • IT - Software

  • Bearings

  • Chemicals

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Construction - Real Estate

  • Auto Ancillary

  • Hospital & Healthcare Services

  • Industrial Gases & Fuels

  • Cycles

  • Bank - Private

  • Diesel Engines

  • Gas Transmission/Marketing

  • Consumer Durables - Domestic Appliances

  • Automobile Two & Three Wheelers

  • Breweries & Distilleries

  • Finance - Others

  • Ceramics/Marble/Granite/Sanitaryware

  • Consumer Durables - Electronics

  • Logistics

  • Cement & Construction Materials

  • Retailing

  • Finance - Asset Management

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Automobiles-Tractors

  • Hotel, Resort & Restaurants

  • Plastic Products

  • Tyres & Allied

  • Power Generation/Distribution

  • Insurance

  • Air Conditioners

  • Ratings

  • Textile

  • Finance - Housing

  • Abrasives

  • Fertilizers

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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 ₹8,072.13 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 up ₹0.59(1.16%)yesterday to ₹51.47.

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