PGIM India Midcap Opportunities Fund - Regular 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: 1.71% 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.

62.5

17.3%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 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
3 Years 11 Months
7 Years 9 Months
9 Years 9 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 15.22
Sharpe Ratio 0.49
Alpha -5.4
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 - Regular Plan - Growth Option 05-12-2013 9.55 19.53 17.57 31.77 14.97
Invesco India Midcap Fund - Growth Option 19-04-2007 20.6 34.62 29.43 32.44 17.33
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 18.55 36.34 33.1 39.36 17.63
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.15 33.75 28.83 35.2 17.74
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 14.32 32.53 - - -
Franklin India Prima Fund-Growth 01-12-1993 13.52 31.3 27.95 30.81 15.18
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 12.54 32.9 28.32 32.1 15.09
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 12.26 33.62 29.39 35.99 17.52
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 11.82 32.22 30.45 35.68 17.49
Kotak Emerging Equity Scheme - Growth 30-03-2007 11.49 28.28 24.27 33.08 17.35

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

9.31%

Others

3.67%

Large Cap

21.43%

Mid Cap

65.59%

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