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 (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10,114.15 Cr As on (31-05-2024)
Turn over: 38% | Exit Load: Exit load of 0.5%, if redeemed within 90 days.

61.85

18.8%

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
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 13.18
Sharpe Ratio 0.88
Alpha -4.01
Beta 0.81
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 33.9 29.47 19.85 28.37 17.7
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 74.22 51.28 33.79 35.3 21.13
ITI Mid Cap Fund - Regular Plan - Growth Option 05-03-2021 69.65 49.56 24.53 - -
JM Midcap Fund (Regular) - Growth 21-11-2022 67.1 - - - -
HSBC Midcap Fund - Regular Growth 09-08-2004 62.61 44.49 25.13 23.34 19.4
ICICI Prudential MidCap Fund - Growth 10-10-2004 61.7 43.47 26.27 25.09 18.47
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 61.41 52.47 38.81 30.42 21.55
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth 05-01-2018 60.64 48.7 28.29 28.44 -
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 58.86 47.1 30.7 28.33 19.73
LIC MF Mid Cap Fund-Regular Plan-Growth 02-02-2017 57.78 42.69 23.27 22.87 -

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

10.87%

Others

3.71%

Large Cap

19.07%

Mid Cap

66.35%

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