PGIM India Midcap Opportunities Fund - Regular Plan - Dividend Option - Payout

Fund House: PGIM India Mutual Fund
Category: Equity: Mid Cap
Launch Date: 02-12-2013
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
TER: 1.71% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,154.97 Cr As on (30-04-2024)
Turn over: 71% | Exit Load: 0.5% for redemption within 90 days

24.48

17.46%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
7 Years 6 Months
There is no value for 4x
There is no value for 5x
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
Sharpe Ratio 0.83
Alpha -2.58
Beta 0.99
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 - Regular Plan - Dividend Option - Payout 02-12-2013 28.97 19.7 18.81 26.63 17.28
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 75.78 40.39 33.48 35.01 20.88
JM Midcap Fund (Regular) - Growth 21-11-2022 71.82 - - - -
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 69.12 39.39 25.13 - -
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 64.14 36.92 28.35 27.55 -
HSBC Midcap Fund - Regular Growth 09-08-2004 62.39 34.52 24.49 22.18 20.37
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 58.85 36.77 30.39 27.08 20.08
ICICI Prudential MidCap Fund - Growth 10-10-2004 58.29 33.64 26.05 23.42 19.22
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 57.48 39.51 36.88 27.9 21.96
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 56.43 39.34 29.41 26.21 21.03

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.48%

Others

5.3%

Large Cap

18.7%

Mid Cap

64.52%

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