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

PGIM India Midcap Opportunities Fund - Portfolio Analysis

  • ₹27.97 (0.47%)

    Current NAV 06-12-2024

  • 15.29%

    Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Oct-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.85%
  • Debt 0.18%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 67.56
Large Cap 18.67
Small Cap 10.62

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Auto Components

Consumer Durables

Finance

Healthcare Services

IT - Software

Industrial Products

Retailing

Capital Markets

Chemicals & Petrochemicals

Insurance

Pharmaceuticals & Biotechnology

Realty

Transport Services

Fertilizers & Agrochemicals

Electrical Equipment

Beverages

Automobiles

Cement & Cement Products

Leisure Services

IT - Services

Banks

Gas

Agricultural, Commercial & Construction Vehicles

Textiles & Apparels

Telecom - Services

Diversified FMCG

Power

Transport Infrastructure

Personal Products

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Dixon Technologies (IndiaLtd. Mid Cap Consumer Durables (271.27) 3.75% 146.29 191.27%
Max Healthcare Institute Ltd. Mid Cap Healthcare Services (98.06) 3.28% 100.74 67.26%
Persistent Systems Ltd. Mid Cap IT - Software 2.99% - 0%
UNO MindLtd. Mid Cap Auto Components (95.28) 2.68% 73.31 30.06%
Info Edge (IndiaLtd. Mid Cap Retailing (84.44) 2.27% 234.69 78.15%
Max Financial Services Ltd. Mid Cap Insurance (22.18) 2.25% 116.53 13.72%
Solar Industries IndiLtd. Mid Cap Chemicals & Petrochemicals (26.29) 2.21% 0 14.53%
HDFC Asset Management Company Ltd. Mid Cap Capital Markets (41.06) 2.09% 42.22 45.87%
The Phoenix Mills Ltd. Mid Cap Realty (116.78) 2.05% 59.54 56.56%
CG Power anIndustrial Solutions Ltd. Mid Cap Electrical Equipment (114.87) 1.99% 82.85 72.41%
Bajaj Finance Ltd. Large Cap Finance (29.77) 1.99% 27.61 -7.65%
JK Cement Ltd. Mid Cap Cement & Cement Products (53.93) 1.98% 43.73 21.98%
ICICI LombarGeneral Insurance Co. Ltd. Mid Cap Insurance (49.98) 1.97% 0 34.7%
Cholamandalam Investment & Finance Company Ltd. Large Cap Finance (26.13) 1.88% 28.3 41.05%
Container Corporation Of IndiLtd. Mid Cap Transport Services (43.57) 1.86% 40.44 5.54%
The Indian Hotels Company Ltd. Mid Cap Leisure Services (82.6) 1.83% 70.34 88.69%
Zomato Ltd. Large Cap Retailing (36.51) 1.8% -10.49 85.47%
Abbott IndiLtd. Mid Cap Pharmaceuticals & Biotechnology (49.19) 1.76% 0 25.96%
Syngene International Ltd. Mid Cap Healthcare Services (77.96) 1.75% 76.9 27.57%
Central Depository Services (ILtd. Small Cap Capital Markets 1.67% - 0%
TVS Motor Company Ltd. Large Cap Automobiles (34.46) 1.66% 63.55 33.61%
Astral Ltd. Mid Cap Industrial Products (53.51) 1.58% 94.22 -6.25%
Trent Ltd. Large Cap Retailing (75.44) 1.58% 137.51 144.11%
SonBLW Precision Forgings Ltd. Mid Cap Auto Components (45.8) 1.57% 73.39 16.94%
P I INDUSTRIES LIMITED Mid Cap Fertilizers & Agrochemicals (37.61) 1.55% 35.41 7.34%
VARUN BEVERAGES LIMITED Large Cap Beverages 1.5% - 0%
InterGlobe Aviation Ltd. Large Cap Transport Services (20.75) 1.38% 26.08 55.98%
Prestige Estates Projects Ltd. Mid Cap Realty (116.78) 1.25% 109.72 59.49%
Blue Star Ltd. Mid Cap Consumer Durables (102.97) 1.22% 76.54 107.75%
Coforge Ltd. Mid Cap IT - Software (39.18) 1.17% 74.6 55.87%
Mphasis Ltd. Mid Cap IT - Software (19.56) 1.16% 0 0%
Shriram Finance Ltd. Large Cap Finance (29.77) 1.15% 14.59 51.69%
Tube Investments Of IndiLtd. Mid Cap Auto Components (98.93) 1.15% 61.81 10.16%
Cummins IndiLtd. Mid Cap Industrial Products (49.25) 1.13% 49.33 77.43%
UniteSpirits Ltd. Large Cap Beverages (30.79) 1.13% 0 0%
Multi Commodity Exchange Of IndiLtd. Small Cap Capital Markets (104.04) 1.12% 101.66 117.93%
L&T Technology Services Ltd. Mid Cap IT - Services (61.08) 1.11% 42.81 9.07%
Dr. Lal Path Labs Ltd. Small Cap Healthcare Services (98.06) 1.11% 63.6 13.82%
ICICI Bank Ltd. Large Cap Banks (19.68) 1.09% 19.38 32.56%
Global Health Ltd. Mid Cap Healthcare Services (98.06) 1.09% 64.63 20.61%
Timken IndiLtd. Small Cap Industrial Products (51.52) 1.08% 0 7%
Voltas Ltd. Mid Cap Consumer Durables (90.48) 1.04% 102.09 102.38%
IndraprasthGas Ltd. Mid Cap Gas (23.76) 1.02% 14.56 -4.23%
Escorts KubotLtd. Mid Cap Agricultural, Commercial & Construction Vehicles (43.58) 1% 34.18 9.23%
Page Industries Ltd. Mid Cap Textiles & Apparels (66.26) 0.99% 0 25.35%
AjantPharmLtd. Mid Cap Pharmaceuticals & Biotechnology (49.19) 0.98% 40.9 47.31%
Bharti Hexacom Ltd. Mid Cap Telecom - Services 0.96% - 0%
Aarti Industries Ltd. Small Cap Chemicals & Petrochemicals (70.51) 0.96% 36.77 -21.56%
Hindustan Unilever Ltd. Large Cap Diversified FMCG (38.82) 0.93% 0 0%
Zydus Lifesciences Ltd. Large Cap Pharmaceuticals & Biotechnology (49.19) 0.92% 22.55 56.59%
Endurance Technologies Ltd. Mid Cap Auto Components (44.5) 0.92% 0 25.18%
Muthoot Finance Ltd. Mid Cap Finance (29.77) 0.9% 16.7 35.93%
CRISIL Ltd. Mid Cap Finance (56.2) 0.87% 57.88 23.83%
KajariCeramics Ltd. Small Cap Consumer Durables (45.55) 0.87% 49.43 -14.61%
Bharat Forge Ltd. Mid Cap Auto Components (26.29) 0.87% 0 0%
BalkrishnIndustries Ltd. Mid Cap Auto Components (28.58) 0.86% 33.26 8.51%
Exide Industries Ltd. Mid Cap Auto Components (36.12) 0.84% 47.05 59.08%
Sumitomo Chemical IndiLtd. Small Cap Fertilizers & Agrochemicals (56.84) 0.83% 57.02 33.69%
Metro Brands Ltd. Mid Cap Consumer Durables (77.47) 0.83% 82.38 -7.49%
SRF Ltd. Mid Cap Chemicals & Petrochemicals (50.66) 0.82% 60.36 -6.2%
Havells IndiLtd. Large Cap Consumer Durables (90.48) 0.8% 77.25 31.32%
KPIT Technologies Ltd. Mid Cap IT - Software (39.18) 0.76% 55.86 1.31%
Supreme Industries Ltd. Mid Cap Industrial Products (45) 0.72% 55.44 4.06%
Triveni Turbine Ltd. Small Cap Electrical Equipment (114.84) 0.71% 76.15 78.24%
APL Apollo Tubes Ltd. Mid Cap Industrial Products (31.5) 0.65% 74.94 -1.5%
Bharat Rasayan Ltd. Small Cap Fertilizers & Agrochemicals (37.61) 0.65% 30.41 22.39%
Torrent Power Ltd. Mid Cap Power (24.64) 0.58% 35.54 76.26%
Happiest Minds Technologies Ltd. Small Cap IT - Software (39.18) 0.54% 49.72 -9.63%
PolycaIndiLtd. Mid Cap Industrial Products (57.45) 0.46% 61.34 37.65%
Pidilite Industries Ltd. Large Cap Chemicals & Petrochemicals (70.51) 0.45% 84.11 22.8%
JSW Infrastructure Ltd. Mid Cap Transport Infrastructure 0.43% - 0%
Hero MotoCorp Ltd. Large Cap Automobiles (34.46) 0.41% 22.38 23.09%
HonasConsumer Ltd. Small Cap Personal Products 0.4% - 0%
Creditaccess Grameen Ltd. Small Cap Finance (7.52) 0.38% 11.14 -46.15%
KEI Industries Ltd. Mid Cap Industrial Products (57.45) 0.37% 68.73 54.73%
PNB Housing Finance Ltd. Small Cap Finance (21.72) 0.3% 14.96 23.27%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 0.18

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
182 DAYS TBILL RED 23-01-2025 0.18% - 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for PGIM India Midcap Opportunities Fund ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for PGIM India Midcap Opportunities Fund ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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