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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
---|---|---|---|---|---|---|---|---|
Trailing Returns | 8.3% | 31.4% | 23% | 19.1% | ||||
Category Average | 25.4% | 33.8% | 19.2% | - |
Scheme Allocation
Holdings | Sector | Instrument | Asset |
---|---|---|---|
Phoenix Mills | Realty | Equity | 3.25% |
Cholaman.Inv.&Fn | Finance | Equity | 3.03% |
Max Healthcare | Healthcare | Equity | 2.86% |
Tube Investments | Auto Ancillaries | Equity | 2.84% |
Timken India | Bearings | Equity | 2.76% |
Navin Fluo.Intl. | Chemicals | Equity | 2.52% |
Abbott India | Pharmaceuticals | Equity | 2.46% |
Indraprastha Gas | Gas Distribution | Equity | 2.44% |
Jubilant Food. | Quick Service Restaurant | Equity | 2.41% |
HDFC Bank | Banks | Equity | 2.39% |
Kotak Mah. Bank | Banks | Equity | 2.24% |
SKF India | Bearings | Equity | 2.21% |
Dixon Technolog. | Consumer Durables | Equity | 2.13% |
TVS Motor Co. | Automobile | Equity | 2.07% |
Uno Minda | Auto Ancillaries | Equity | 2.05% |
P I Industries | Agro Chemicals | Equity | 1.95% |
J K Cements | Cement | Equity | 1.94% |
Max Financial | Finance | Equity | 1.91% |
Poonawalla Fin | Finance | Equity | 1.86% |
Gujarat Gas | Miscellaneous | Equity | 1.81% |
Persistent Sys | IT - Software | Equity | 1.74% |
Sona BLW Precis. | Auto Ancillaries | Equity | 1.64% |
CreditAcc. Gram. | Finance | Equity | 1.56% |
Mphasis | IT - Software | Equity | 1.53% |
Motherson Wiring | Auto Ancillaries | Equity | 1.51% |
Radico Khaitan | Alcoholic Beverages | Equity | 1.51% |
Coforge | IT - Software | Equity | 1.47% |
Balkrishna Inds | Tyres | Equity | 1.46% |
HDFC AMC | Finance | Equity | 1.43% |
Supreme Inds. | Plastic products | Equity | 1.4% |
Escorts Kubota | Automobile | Equity | 1.4% |
Vedant Fashions | Retail | Equity | 1.35% |
Container Corpn. | Logistics | Equity | 1.34% |
Solar Industries | Chemicals | Equity | 1.22% |
Cummins India | Capital Goods-Non Electrical Equipment | Equity | 1.22% |
Indian Hotels Co | Hotels & Restaurants | Equity | 1.08% |
Laurus Labs | Pharmaceuticals | Equity | 1.08% |
L&T Technology | IT - Software | Equity | 1.07% |
Varun Beverages | FMCG | Equity | 1.05% |
Oberoi Realty | Realty | Equity | 1.04% |
Muthoot Finance | Finance | Equity | 1.03% |
Bata India | Leather | Equity | 1.01% |
Syngene Intl. | Pharmaceuticals | Equity | 0.99% |
Interglobe Aviat | Air Transport Service | Equity | 0.97% |
Vinati Organics | Chemicals | Equity | 0.94% |
United Spirits | Alcoholic Beverages | Equity | 0.91% |
SBI Cards | Finance | Equity | 0.91% |
Dr Lal Pathlabs | Healthcare | Equity | 0.9% |
Star Health Insu | Insurance | Equity | 0.9% |
Tata Chemicals | Chemicals | Equity | 0.9% |
ZF Commercial | Auto Ancillaries | Equity | 0.86% |
Kajaria Ceramics | Ceramic Products | Equity | 0.86% |
Metro Brands | Leather | Equity | 0.84% |
Sumitomo Chemi. | Agro Chemicals | Equity | 0.74% |
CRISIL | Credit Rating Agencies | Equity | 0.74% |
C D S L | Miscellaneous | Equity | 0.71% |
Clean Science | Chemicals | Equity | 0.69% |
Schaeffler India | Bearings | Equity | 0.65% |
Bharat Rasayan | Agro Chemicals | Equity | 0.64% |
Prestige Estates | Realty | Equity | 0.63% |
Devyani Intl. | Quick Service Restaurant | Equity | 0.6% |
AAVAS Financiers | Finance | Equity | 0.59% |
AU Small Finance | Banks | Equity | 0.57% |
Blue Star | Consumer Durables | Equity | 0.56% |
Grindwell Norton | Capital Goods-Non Electrical Equipment | Equity | 0.26% |
Triveni Turbine | Capital Goods - Electrical Equipment | Equity | 0.22% |
Sectors | Asset |
---|---|
Auto Components | 11.26% |
Finance | 9.9% |
Industrial Products | 9.63% |
Debt | 6.76% |
Chemicals & Petrochemical | 5.84% |
Banks | 5.52% |
Consumer Durables | 5.05% |
Healthcare Services | 4.85% |
Realty | 4.8% |
Gas | 4.42% |
IT-Software | 4.05% |
Leisure Services | 3.91% |
Beverages | 3.65% |
Pharmaceuticals & Biotech | 3.56% |
Fertilisers & Agrochemica | 3.17% |
Insurance | 2.6% |
Capital Markets | 2.24% |
Automobiles | 2.03% |
Cement & Cement Products | 1.95% |
Transport Services | 1.41% |
Retailing | 1.38% |
Agricultural, Commercial | 1.14% |
IT-Services | 0.99% |
Cash & Others | -0.11% |
Advance Ratio
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 |
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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 34 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
- Fund Size
- 1Y
- 3Y Returns
- 5Y
-
SBI Magnum Midcap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 12,555
-
18.1%Fund Size - 12,555
-
34.3%Fund Size - 12,555
-
20.6%Fund Size - 12,555
-
Nippon India Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 18,343
-
25.5%Fund Size - 18,343
-
33.5%Fund Size - 18,343
-
21.3%Fund Size - 18,343
-
Kotak Emerging Equity Fund – Direct Growth- Equity .
- Mid Cap .
-
- 33,091
-
18.1%Fund Size - 33,091
-
31.3%Fund Size - 33,091
-
20.6%Fund Size - 33,091
-
Tata Mid Cap Growth Fund – Direct Growth- Equity .
- Mid Cap .
-
- 2,449
-
23.1%Fund Size - 2,449
-
28.9%Fund Size - 2,449
-
19.9%Fund Size - 2,449
-
Sundaram Mid Cap Fund – Direct Growth- Equity .
- Mid Cap .
-
- 8,617
-
19.8%Fund Size - 8,617
-
28.6%Fund Size - 8,617
-
14.8%Fund Size - 8,617
AMC Contact Details
Frequently Asked Questions
How to invest in PGIM India Midcap Opportunities Fund – Dir Growth ?
- 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 ?
How to redeem PGIM India Midcap Opportunities Fund – Dir Growth holding ?
What is the minimum sip amount of PGIM India Midcap Opportunities Fund – Dir Growth?
What are the top sectors PGIM India Midcap Opportunities Fund – Dir Growth has invested in?
- Auto Components - 11.26%
- Finance - 9.9%
- Industrial Products - 9.63%
- Debt - 6.76%
- Chemicals & Petrochemical - 5.84%
Can I make investments in both the SIP and Lump Sum schemes of PGIM India Midcap Opportunities Fund – Dir Growth?
How much returns have PGIM India Midcap Opportunities Fund – Dir Growth generated ?
What is the expense ratio of PGIM India Midcap Opportunities Fund – Dir Growth ?
What is the AUM of PGIM India Midcap Opportunities Fund – Dir Growth?
What are the top stock holdings of PGIM India Midcap Opportunities Fund – Dir Growth?
- Phoenix Mills - 3.25%
- Cholaman.Inv.&Fn - 3.03%
- Max Healthcare - 2.86%
- Tube Investments - 2.84%
- Timken India - 2.76%
How can I redeem my investments in PGIM India Midcap Opportunities Fund – Dir Growth?
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.