CASPeR Ranking #157

PGIM India Midcap Opportunities Fund Direct Growth

Very High Risk •Mid-Cap• Equity

NAV (Tue Jan 14 2025)

₹69

Returns (Since Inception)

10.53%

Category Average

17.10%

Rating

Allocation and Holdings

Asset class

Weightage

Healthcare

3.53%

Technology

6.99%

Consumer Cyclical

7.09%

Communication Services

2.57%

Consumer Defensive

2.30%

Basic Materials

4.09%

Get your personalized mutual fund portfolio in 2 minutes.

4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

PGIM India Midcap Opportunities Fund Direct Growth

Minimum SIP

1000

Risk Level

Very High Risk

AUM

₹11284.53 Cr

ISIN

INF663L01DV3

Inception Date

Dec 02 2013

Standard Deviation

13.833

Beta

0.81

Sharpe Ratio

0.606

Benchmark

IISL Nifty Midcap 150 TR INR

Expense Ratio

0.470%

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

Risk

Very High Risk

Investment Objective

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

Fund Managers

Aniruddha Naha

Vivek Sharma

Kunal Jain

About the AMC

PGIM India Asset Management Private Limited

Phone Number

+91 22 61593000

Email Address

care@pgimindia.co.in

Corporate Office Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,

Overall AUM

₹11284.53 Cr

Website

http://www.pgimindiamf.com/

Popular Hybrid Funds

View all funds

PGIM India Equity Savings Fund Growth Option

6.98% (5Y)

PGIM India Gilt Fund Direct Plan Growth

6.97% (5Y)

PGIM India Midcap Opportunities Fund Direct Growth

27.91% (5Y)

PGIM India Corporate Bond Fund Growth

6.06% (5Y)

PGIM India Ultra Short Duration Fund Regular Plan Growth

6.56% (5Y)

Popular Equity funds

View all Funds

Franklin India Equity Advantage Fund Direct Growth

Very High Risk •Large & Mid-Cap• Equity

₹3491.35 Cr

11.23%

SBI PSU Regular Growth

Very High Risk •Equity - Other• Equity

₹4572.13 Cr

29.49%

Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option

Very High Risk •ELSS (Tax Savings)• Equity

₹15198.77 Cr

13.70%

Nippon India Multi Cap Fund - Direct Plan - Growth

Very High Risk •Multi-Cap• Equity

₹39385.20 Cr

22.01%

Quant Focused fund Growth Option Direct Plan

Very High Risk •Focused Fund• Equity

₹1075.42 Cr

15.21%

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

PGIM India Midcap Opportunities Fund Direct Growth

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Equity funds

Expert designed mutual fund portfolios

subscribe to The Sunday Investor & impress your coworkers with your finance insights

It’s Time to Grow Your Wealth

subscribe to The Sunday Investor & impress
your coworkers with your finance insights