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NAV as of ( Sep 09, 2022 )
₹ 51.51 0.39 % 1-D Change
You get upto 1.54% extra returns
ET Money Rank
Out of 20
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||1 Out of 20|
|Expense ratio||0.42% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 6,614 Crs|
|Age||8 yrs 10 m Since Nov 11, 2013|
|Benchmark||Nifty Midcap 150 TRI|
SIP ₹ 1000 &
Lumpsum ₹ 5000
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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.
Large Cap 8.53%
Mid Cap 67.31%
Small Cap 18.14%
Other Cap 0%
Capital Goods 16.96%
Reserve Bank of India 0.1%
Bifurcation by Credit Quality is not available for this fund
Treasury Bills 0.09%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Mid Cap Fund||22.05%|
|PGIM India Midcap Opportunities Fund||21.31%|
|Axis Midcap Fund||18.74%|
|Edelweiss Mid Cap Fund||17.15%|
|Kotak Emerging Equity Fund||17.09%|
|Invesco India Mid Cap Fund||16.36%|
|UTI Mid Cap Fund||14.41%|
|Aditya Birla Sun Life Mid Cap Fund||9.83%|
|L&T Midcap Fund||10.15%|
|Sundaram Mid Cap Fund||10.05%|
|Tata Midcap Growth Fund||14.23%|
Sign-up for free to compare fund with mid cap funds
|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
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
EQUITY MID CAP
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
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.
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.
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.
As on Jun 30, 2022
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.
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 -
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|