PGIM India Midcap Opportunities Fund – Dir Growth

Equity · Mid Cap
 · ★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.45 %
Expense Ratio
★★★
Rating
9,923
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 12 April 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 34.6% 21.5% 27.2% 19.5%
Category Average 60.1% 29.4% 24.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
86.31%
View all Holdings
Holdings Sector Instrument Asset
Max Healthcare Healthcare Equity 3.26%
Dixon Technolog. Consumer Durables Equity 3.01%
Phoenix Mills Realty Equity 2.55%
Persistent Sys IT - Software Equity 2.45%
Cholaman.Inv.&Fn Finance Equity 2.42%
Tube Investments Auto Ancillaries Equity 2.2%
Kotak Mah. Bank Banks Equity 2.15%
Solar Industries Aerospace & Defence Equity 2.09%
HDFC Bank Banks Equity 2.08%
Uno Minda Auto Ancillaries Equity 2.06%
J K Cements Cement Equity 2.05%
TVS Motor Co. Automobile Equity 2.03%
Indraprastha Gas Gas Distribution Equity 2.03%
Timken India Bearings Equity 2.02%
HDFC AMC Finance Equity 2.01%
Max Financial Finance Equity 1.94%
Abbott India Pharmaceuticals Equity 1.81%
Sona BLW Precis. Auto Ancillaries Equity 1.78%
Indian Hotels Co Hotels & Restaurants Equity 1.76%
Page Industries Readymade Garments/ Apparells Equity 1.75%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 1.68%
Container Corpn. Logistics Equity 1.67%
Poonawalla Fin Finance Equity 1.66%
Mankind Pharma Pharmaceuticals Equity 1.58%
Syngene Intl. Pharmaceuticals Equity 1.58%
Varun Beverages FMCG Equity 1.55%
Navin Fluo.Intl. Chemicals Equity 1.53%
CreditAcc. Gram. Finance Equity 1.51%
Astral Plastic products Equity 1.5%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.49%
P I Industries Agro Chemicals Equity 1.42%
Coforge IT - Software Equity 1.4%
Aarti Industries Chemicals Equity 1.38%
Narayana Hrudaya Healthcare Equity 1.38%
L&T Technology IT - Software Equity 1.36%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.36%
Devyani Intl. Quick Service Restaurant Equity 1.34%
Interglobe Aviat Air Transport Service Equity 1.33%
Supreme Inds. Plastic products Equity 1.26%
Escorts Kubota Automobile Equity 1.25%
Motherson Wiring Auto Ancillaries Equity 1.21%
Balkrishna Inds Tyres Equity 1.08%
Vedant Fashions Retail Equity 1.05%
C D S L Miscellaneous Equity 1.02%
Laurus Labs Pharmaceuticals Equity 1%
United Spirits Alcoholic Beverages Equity 0.97%
SKF India Bearings Equity 0.97%
Kajaria Ceramics Ceramic Products Equity 0.93%
Blue Star Consumer Durables Equity 0.91%
CRISIL Credit Rating Agencies Equity 0.89%
Dr Lal Pathlabs Healthcare Equity 0.89%
Metro Brands Leather Equity 0.88%
Havells India Consumer Durables Equity 0.81%
Mphasis IT - Software Equity 0.75%
ZF Commercial Auto Ancillaries Equity 0.71%
Hero Motocorp Automobile Equity 0.7%
APL Apollo Tubes Steel Equity 0.7%
SBI Cards Finance Equity 0.64%
Multi Comm. Exc. Financial Services Equity 0.63%
Ajanta Pharma Pharmaceuticals Equity 0.61%
Triveni Turbine Capital Goods - Electrical Equipment Equity 0.61%
Happiest Minds IT - Software Equity 0.58%
Vinati Organics Chemicals Equity 0.57%
Bharat Rasayan Agro Chemicals Equity 0.55%
Sumitomo Chemi. Agro Chemicals Equity 0.55%
Clean Science Chemicals Equity 0.49%
AAVAS Financiers Finance Equity 0.45%
AU Small Finance Banks Equity 0.42%
JSW Infrast Marine Port & Services Equity 0.37%
Trent Retail Equity 0.32%
AIA Engineering Castings, Forgings & Fastners Equity 0.29%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.11%
Endurance Tech. Auto Ancillaries Equity 0.01%
Auto Components
9.48%
Finance
8.14%
Industrial Products
7.35%
Healthcare Services
7.18%
Consumer Durables
6.42%
Others
61.44%
View all Sectors
Sectors Asset
Auto Components 9.48%
Finance 8.14%
Industrial Products 7.35%
Healthcare Services 7.18%
Consumer Durables 6.42%
IT-Software 5.77%
Chemicals & Petrochemical 5.69%
Banks 4.45%
Pharmaceuticals & Biotech 4.38%
Retailing 4.14%
Capital Markets 3.84%
Realty 3.6%
Leisure Services 3.39%
Transport Services 3.02%
Debt 2.89%
Fertilisers & Agrochemica 2.84%
Automobiles 2.68%
Beverages 2.55%
Cement & Cement Products 2.26%
Gas 2%
Electrical Equipments 1.93%
Insurance 1.87%
Textiles & Apparels 1.83%
IT-Services 1.31%
Agricultural, Commercial 1.19%
Cash & Others -0.2%
Equity
95.35%
Reverse Repos
4.07%
Net Curr Ass/Net Receivables
0.38%
T-Bills
0.2%
Others
0%

Advance Ratio

-0.94
Alpha
3.91
SD
0.81
Beta
1.06
Sharpe

Exit Load

Exit Load For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil

Fund Objective

The PGIM India Midcap Opportunities Fund is a great way to invest if you want to take advantage of the growth potential of mid-cap companies in India. Puneet Pal and Aniruddha Naha, experienced fund managers, oversee this equity mutual fund scheme. It invests in stocks and other instruments related to stocks of mid-cap companies in order to grow its capital over the long term.

The goal of the plan is to find companies that have a chance to grow faster than their peers and give investors good returns over the long term. The fund’s portfolio is made up of stocks from many different industries and companies. This spreads out the risk that comes with investing in a single company.

Pros and Cons of PGIM India midcap opportunities fund

Pros Cons

The investment strategy is able to consistently generate returns, which can provide a sense of stability and predictability for investors.

Within its category, the investment strategy is very volatile, which means that the returns can change a lot.

The investment strategy can always do better than a benchmark, such as an index or the average performance of an industry.

The investment strategy’s 1-year annualised returns are lower than the category average by 2.07%. This means that the investment strategy may not perform as well as other investments in the same category.

The investment strategy has a lower probability of downside risk, meaning that there is a lower chance of losing money. This can provide peace of mind for investors who are risk-averse.

The expense ratio of the investment strategy is 0.39%, which is lower than the industry average. This can result in a higher return on investment for investors.

How to invest in PGIM India midcap opportunities fund?

Investing in the PGIM India Midcap Opportunities Fund is a quick and easy process. You can easily invest in the fund using 5Paisa, a digital investment platform that makes the process simple, easy, and paperless.

The process of investing in the fund is quick and easy; you can easily complete the investment process with a few simple clicks, and you don’t need to worry about paperwork or other formalities.

What is the expense ratio of PGIM India midcap opportunities fund?

The expense ratio of the PGIM India Midcap Opportunities Fund represents the annual charges that investors need to pay to the mutual fund company for managing their investments in the fund.

The expense ratio is usually given as a percentage of the fund’s total assets, and it can be very different from one mutual fund to another. It is an important metric to look at when judging a mutual fund because a higher expense ratio can have a big effect on an investor’s long-term returns.

Who should invest in PGIM India midcap opportunities fund?

The PGIM India Midcap Opportunities Fund could be a good investment for people who want to make a lot of money in the next 3–4 years. This fund is aimed at mid-cap companies in India, which have a higher chance of growth but also a certain amount of risk.

As an investor, you should be willing to take moderate to high risks and be okay with the idea that you might lose some money. Additionally, you should be prepared for a higher level of volatility as compared to other types of investments.

What are the benefits of investing in the PGIM India midcap opportunities fund?

Putting money into the PGIM India Midcap Opportunities Fund can help investors in a number of ways. One of the biggest advantages of this fund is its consistent performance. The fund has delivered an average annual return of 18.91% since its launch. This means that the fund has the ability to double the money invested in it every three years, which is a significant benefit for investors.

Another benefit of the PGIM India Midcap Opportunities Fund is that it can limit losses when the market is going down. This is an important consideration for investors, as it means that their capital is less likely to be depleted during market downturns.

The fund’s investments are primarily in the Capital Goods, Financial Services, Materials sectors, and Consumer Discretionary. This means that the fund has a more diversified portfolio, which can provide a level of protection for investors during market downturns.

Fund Managers

Vinay Paharia

With over 16 years of experience in the financial services industry, Mr. Vinay Paharia commenced his career at Global Stockbroking Pvt. Ltd. as an equity research analyst and is currently working at Union Management Co. Pvt. Ltd. as its Chief Investment Officer. Academically, Mr. Vinay Paharia has an MMS degree in Finance from Welingkar Institute of Management and holds a CFA from the Institute of Chartered Financial Analyst of India. Mr. Paharia’s vast experience has given him a deep understanding of the mutual funds market. He currently manages more than nine Union Mutual Fund schemes with an aggregated AuM of Rs. 1,793 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
23,240 Cr
Address:
4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in

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Frequently Asked Questions

How to invest in PGIM India Midcap Opportunities Fund – Dir Growth ?

You can invest in PGIM India Midcap Opportunities Fund – Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for PGIM India Midcap Opportunities Fund – Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of PGIM India Midcap Opportunities Fund – Dir Growth ?

The NAV of PGIM India Midcap Opportunities Fund – Dir Growth is ₹63.1 as of 12 April 2024.

How to redeem PGIM India Midcap Opportunities Fund – Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of PGIM India Midcap Opportunities Fund – Dir Growth?

The minimum SIP amount of PGIM India Midcap Opportunities Fund – Dir Growth is ₹1000

What are the top sectors PGIM India Midcap Opportunities Fund – Dir Growth has invested in?

The top sectors PGIM India Midcap Opportunities Fund – Dir Growth has invested in are
  1. Auto Components - 9.48%
  2. Finance - 8.14%
  3. Industrial Products - 7.35%
  4. Healthcare Services - 7.18%
  5. Consumer Durables - 6.42%

Can I make investments in both the SIP and Lump Sum schemes of PGIM India Midcap Opportunities Fund – Dir Growth?

Yes, You can select both SIP or Lumpsum investment of PGIM India Midcap Opportunities Fund – Dir Growth based on your investment objective and risk tolerance.

How much returns have PGIM India Midcap Opportunities Fund – Dir Growth generated ?

The PGIM India Midcap Opportunities Fund – Dir Growth has delivered 19.5% since inception

What is the expense ratio of PGIM India Midcap Opportunities Fund – Dir Growth ?

The expense ratio of PGIM India Midcap Opportunities Fund – Dir Growth is 0.45 % as of 12 April 2024.

What is the AUM of PGIM India Midcap Opportunities Fund – Dir Growth?

The AUM of PGIM India Midcap Opportunities Fund – Dir Growth is ₹23,240 Cr as of 12 April 2024

What are the top stock holdings of PGIM India Midcap Opportunities Fund – Dir Growth?

The top stock holdings of PGIM India Midcap Opportunities Fund – Dir Growth are
  1. Max Healthcare - 3.26%
  2. Dixon Technolog. - 3.01%
  3. Phoenix Mills - 2.55%
  4. Persistent Sys - 2.45%
  5. Cholaman.Inv.&Fn - 2.42%

How can I redeem my investments in PGIM India Midcap Opportunities Fund – Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Midcap Opportunities Fund – Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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