PGIM India Midcap Opportunities Fund

Equity · Mid Cap
 · ★★★★★
1,000
Min SIP
5,000
Min Lumpsum
0.43 %
Expense Ratio
★★★★★
Rating
8,072
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
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  • Expected Amount
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Scheme Performance

Returns and Ranks ( as on 02 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 12.9% 40% 20% 18.7%
Category Average 19.5% 35.2% 15.3% -

Scheme Allocation

By Holding
By Sector
By Asset
Jubilant Food.
3.29%
Navin Fluo.Intl.
3.09%
Phoenix Mills
3.04%
Indraprastha Gas
3%
Tube Investments
2.95%
Others
84.63%
Debt
10.22%
Finance
9.58%
Auto Components
9.46%
Industrial Products
9.1%
Consumer Durables
7.12%
Others
54.52%
Equity
90.23%
Reverse Repos
10.02%
T-Bills
0.2%
Net Curr Ass/Net Receivables
-0.45%
Others
0%

Advance Ratio

0.58
Alpha
4.92
SD
0.9
Beta
0.6
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:
16,492 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

Frequently Asked Questions

How to invest in PGIM India Midcap Opportunities Fund ?

You can invest in PGIM India Midcap Opportunities Fund 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 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 ?

The NAV of PGIM India Midcap Opportunities Fund is ₹50.8 as of 02 June 2023.

How to redeem PGIM India Midcap Opportunities Fund 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?

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

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

The top sectors PGIM India Midcap Opportunities Fund has invested in are
  1. Jubilant Food. - 3.29%
  2. Navin Fluo.Intl. - 3.09%
  3. Phoenix Mills - 3.04%
  4. Indraprastha Gas - 3%
  5. Tube Investments - 2.95%

How much returns have PGIM India Midcap Opportunities Fund generated ?

The PGIM India Midcap Opportunities Fund has delivered 18.7% since inception

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

The expense ratio of PGIM India Midcap Opportunities Fund is 0.43 % as of 02 June 2023.

What is the AUM of PGIM India Midcap Opportunities Fund?

The AUM of PGIM India Midcap Opportunities Fund is ₹16,492 Cr as of 02 June 2023

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

The top stock holdings of PGIM India Midcap Opportunities Fund are
  1. Jubilant Food. - 3.29%
  2. Navin Fluo.Intl. - 3.09%
  3. Phoenix Mills - 3.04%
  4. Indraprastha Gas - 3%
  5. Tube Investments - 2.95%
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