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刀塔2比赛

NAV as of ( Sep 09, 2022 )

51.51 0.39 % 1-D Change

20.52% p.a.

You get upto 1.54% extra returns

ET Money's Fund Report Card - PGIM India Midcap Opportunities Fund

ET Money Rank

1

Out of 20

ranking
Performance Quality info

Excellent drop-arrow

Generated returns consistently

5/5

Increased returns for each unit of additional risk info

5/5

Downside Protection info

Excellent drop-arrow

Controlled losses during market corrections

5/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
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Scheme Details

ET Money Rank 1 Out of 20
VRO Rating 5
Expense ratio 0.42%  As on Jul 31, 2022
Exit Load 0.5% info
AUM (Fund Size) 6,614 Crs
Lock-in No Lockin
Age 8 yrs 10 m Since Nov 11, 2013
Benchmark Nifty Midcap 150 TRI
Min. Investment

SIP 1000  &

Lumpsum 5000

About PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund Direct-Growth is a Mid Cap mutual fund scheme from Pgim India Mutual Fund . This fund has been in existence for 8 yrs 10 m, having been launched on 11/11/2013. PGIM India Midcap Opportunities Fund Direct-Growth has ₹6,614 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.42%, which is less than what most other Mid Cap funds charge.
  • PGIM India Midcap Opportunities Fund Direct-Growth returns of last 1-year are 12.05%. Since launch, it has delivered 20.54% average annual returns. The fund has doubled the money invested in it every 2 yrs.
  • PGIM India Midcap Opportunities Fund Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high.
  • The fund has the majority of its money invested in Capital Goods, Financial, Automobile, Materials, Services sectors. It has taken less exposure in Capital Goods, Financial sectors compared to other funds in the category.
  • The fund's top 5 holdings are in ABB India Ltd., Timken India Ltd., TVS Motor Co. Ltd., HDFC Bank Ltd., Dalmia Bharat Ltd..
.....
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Allocation by Market Cap

Large Cap 8.53%

Mid Cap 67.31%

Small Cap 18.14%

Other Cap 0%

Allocation by Sector

Capital Goods 16.96%

Financial 16.63%

Automobile 10.34%

Materials 8.11%

Top Debt Holdings

Others 5.21%

Reserve Bank of India 0.1%

Allocation by Credit Quality

Bifurcation by Credit Quality is not available for this fund

Allocation by Instruments

CBLO 7.32%

Treasury Bills 0.09%

Other Holdings

Others 0.28%

Know in detail about the portfolio of this fund See detailed Portfolio Analysis

Comparison with mid cap Funds

as on Sep 12, 2022
Average
4.22%
4.65 % p.a
This fund

Lowest
1.76%

Highest
8.07%
Pick time period to see return
  • 1m
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Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 4.65% 4.22% 7 / 28
3 months 21% 19.72% 8 / 27
6 months 14.54% 13.34% 9 / 25
1 year 11.25% 9.73% 7 / 23
3 years 44.06% 28.83% 1 / 21
5 years 21.31% 14.92% 2 / 19

Know in detail about the returns of this fund See detailed Return Analysis

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

PGIM India Midcap Opportunities Fund

EQUITY MID CAP

The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

  • Std. Dev : 24.35
  • Alpha : 12.16
  • Beta : 0.93
  • Sharpe : 1.49
  • Sortino : 1.55
  • Profile

    Aniruddha Naha

    Mr. Naha has done Masters in Finance & Control.

    Aniruddha Naha is Senior Fund Manager ??? Equity at PGIM India Asset Management Pvt. Ltd. He is the fund manager for PGIM India Diversified Equity Fund and PGIM India Midcap Opportunities Fund Aniruddha has done his Masters in Finance & Control and has over 18 years of industry experience in the equity and debt market. In his last assignment, Aniruddha was Portfolio Manager - Avendus Wealth Management Pvt. Ltd. where he was their Head of PMS, Equity and managed 2 mandates: Avendus India Alpha Fund and the Midcap Fund. Prior to that Aniruddha was was Fund Manager - IDFC Asset Management Company Ltd. and managed an AUM of Rs.1600Crs across 3 funds in the diversified and midcap space. Aniruddha has also had stints as Portfolio Manager - Mirae Asset Global Investments (Hong Kong) Ltd. and as Fund Manager - DSP BlackRock Investment Managers Pvt. Ltd.

  • Profile

    Vivek Sharma

    Mr. Sharma is a PGDM Finance

    Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.

  • Profile

    Puneet Pal

    Mr. Pal is a B.Com (H) and MBA from SIBM Pune.

    Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.

PGIM India Mutual Fund

PGIM India Mutual Fund

# SCHEMES

19

See all schemes

TOTAL AUM:

₹17,206 Crs

As on Jun 30, 2022

  • Phone: 022-61593000 / 1800-266-2667
  • Address: 4th Floor, C Wing,
    Laxmi Towers,
    Bandra Kurla Complex, Bandra (East),
    Mumbai, 400051

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Frequently asked questions

How are the returns of PGIM India Midcap Opportunities Fund ?

The PGIM India Midcap Opportunities Fund is a 8 yrs 10 m old fund and has delivered average annual returns of 20.52% since inception.

PGIM India Midcap Opportunities Fund Returns

1-Year 3-Year 5-Year Since Inception
11.25% 44.06% 21.31% 20.52%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of PGIM India Midcap Opportunities Fund for Sep 09, 2022 is 51.51 .

PGIM India Midcap Opportunities Fund has an ET Money Rank of # 1 of 20 and a consistency rating of 5 .

This indicates the fund has not only delivered solid returns in the past but has done so with exceptional consistency. All this means PGIM India Midcap Opportunities Fund can be a good addition to your portfolio.

On ET Money, Investing in PGIM India Midcap Opportunities Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in PGIM India Midcap Opportunities Fund is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of PGIM India Midcap Opportunities Fund is 0.42%.  .

Redeeming your investments in PGIM India Midcap Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in PGIM India Midcap Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of PGIM India Midcap Opportunities Fund is ₹6,614 Crs.

The PGIM India Midcap Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company Percentage of Portfolio
ABB India Ltd. 4.44%
Timken India Ltd. 4.17%
TVS Motor Co. Ltd. 4.15%
HDFC Bank Ltd. 3.51%
Dalmia Bharat Ltd. 3.49%
Indian Hotels Co. Ltd. 3.47%
Varun Beverages Ltd. 3.38%
Cummins India Ltd. 3.3%
Persistent Systems Ltd. 3%
Kajaria Ceramics Ltd. 2.91%

The PGIM India Midcap Opportunities Fund has primarily invested in the following sectors

Sector Percentage of Portfolio
Capital Goods 16.96%
Financial 16.63%
Automobile 10.34%
Materials 8.11%
Services 7.15%
Chemicals 6.1%
Consumer Staples 5.91%
Technology 5.68%
Healthcare 5.09%
Consumer Discretionary 4.65%
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