PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option
Fund House: PGIM India Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-12-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.46% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,601.94 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 38% | 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. |
71.96
0.43 (0.5976%)
18.72%
Benchmark: 17.61%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
7 Years 7 Months
8 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.23 |
| Sharpe Ratio | 0.58 |
| Alpha | -4.04 |
| Beta | 0.82 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option | 05-12-2013 | 9.78 | 20.37 | 18.34 | 33.25 | 16.59 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 19.93 | 33.71 | 28.41 | 31.73 | 17.28 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.66 | 35.18 | 32.21 | 38.41 | 17.4 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.03 | 33.09 | 28.23 | 34.76 | 17.66 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 14.05 | 31.83 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 11.65 | 30.32 | 26.99 | 30.18 | 15.07 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.36 | 33.17 | 28.6 | 35.61 | 17.37 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 10.75 | 32.14 | 27.53 | 31.49 | 14.99 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 10.35 | 31.71 | 29.88 | 35.19 | 17.48 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 9.23 | 27.52 | 23.88 | 32.42 | 17.31 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.31%
Others
3.67%
Large Cap
21.43%
Mid Cap
65.59%
