PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Category: Equity: Mid Cap
Launch Date: 05-12-2013
AUM:
₹ 10,154.97 Cr
Expense Ratio
1.71%
Benchmark
NIFTY Midcap 150 TRI
ISIN
INF663L01DZ4
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan, Utsav Mehta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | 26.76 | 18.87 | 26.66 |
| NIFTY MIDCAP 150 TRI | 52.83 | 26.69 | 26.43 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
55.33
Last change
0.29 (0.5241%)
Fund Size (AUM)
₹ 10,154.97 Cr
Performance
17.74% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Fund Manager
Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan, Utsav Mehta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 3.47 |
| Dixon Technologies (India) Ltd. | 3.28 |
| Max Healthcare Institute Ltd. | 3.27 |
| The Phoenix Mills Ltd. | 2.83 |
| Cholamandalam Investment and Finance Company Ltd. | 2.44 |
| Timken India Ltd. | 2.31 |
| UNO Minda Ltd. | 2.17 |
| Tube Investments Of India Ltd. | 2.16 |
| Indraprastha Gas Ltd. | 2.16 |
| HDFC Bank Ltd. | 2.14 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 17.51 |
| Services | 13.01 |
| Automobile | 12.85 |
| Healthcare | 12.77 |
| Capital Goods | 9.19 |
| Chemicals | 6.83 |
| Materials | 5.95 |
| Technology | 5.74 |
| Construction | 3.43 |
| Consumer Discretionary | 2.85 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| PGIM India MidCap Opportunities Reg Gr | 26.66 |
| Quant MidCap Gr | 34.34 |
| JM Midcap Fund Reg Gr | 0.0 |
| ITI Mid Cap Fund Reg Gr | 0.0 |
| Mahindra Manulife Mid Cap Fund Reg Gr | 27.08 |
| HSBC Midcap Fund Reg Growth | 21.44 |
| Motilal Oswal Midcap Fund Reg Gr | 27.86 |
| Nippon India Growth Fund Gr Gr | 26.4 |
| ICICI Pru MidCap Gr | 22.77 |
| HDFC Mid-Cap Opportunities Gr | 25.38 |