PGIM India Midcap Opportunities Fund - Regular Plan - Dividend Option - Payout

1
Mid Cap NAV 24.36 0 08 December, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 02 December, 2013
Benchmark NIFTY Midcap 150 TRI
Asset Size(Cr) 9342.3419
ISIN No. INF663L01EA5
Turn over 82%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 90 days
Expense Ratio 1.71
Fund Manager Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan, Utsav Mehta
Fund House PGIM India Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -1.35% 1.58% 2.37%
1 M -1.73% 4.02% 4.58%
3 M 1.84% 1.44% 3.22%
6 M 15.06% 0.35% -1.25%
1 Y 0.31% 7.25% 5.82%
2 Y 13.48% 12.49% 13.66%
3 Y 19.34% 23.79% 29.67%
5 Y 15.45% 12.46% 11.57%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.74 0.83 -2.58 0.99
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
PGIM India Midcap Opportunities Fund - Regular Plan - Dividend Option - Payout 0.31% 19.34% 15.45%
HDFC Mid-Cap Opportunities Fund - Growth Plan 32.54% 34.46% 21.18%
Kotak Emerging Equity Scheme - Growth 21.77% 30.18% 21.65%
Axis Midcap Fund - Regular Plan - Growth 15.16% 22.6% 19.03%
DSP Midcap Fund - Regular Plan - Growth 20.7% 19.64% 16.73%

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