PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

1
Mid Cap NAV 48.83 0 27 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 December, 2013
Benchmark NIFTY Midcap 100 TR
Asset Size(Cr) 8072.1345
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 1.74
Fund Manager Puneet Pal, Vinay Paharia, Vivek Sharma
Fund House PGIM Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.37% 1.58% 2.37%
1 M 2.13% 4.02% 4.58%
3 M 0.64% 1.44% 3.22%
6 M -5.69% 0.35% -1.25%
1 Y 3.86% 7.25% 5.82%
2 Y 14.18% 12.49% 13.66%
3 Y 36.86% 23.79% 29.67%
5 Y 16.01% 12.46% 11.57%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.84 1.72 4.41 0.94
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 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 - Growth Option 3.86% 36.86% 16.01%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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