CASPeR Ranking #160

PGIM India Midcap Opportunities Fund Regular Growth

Very High Risk •Mid-Cap• Equity

NAV (Tue Jan 14 2025)

₹60

Returns (Since Inception)

9.01%

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%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

PGIM India Midcap Opportunities Fund Regular Growth

Minimum SIP

1000

Risk Level

Very High Risk

AUM

₹11284.53 Cr

ISIN

INF663L01DZ4

Inception Date

Dec 02 2013

Standard Deviation

13.834

Beta

0.81

Sharpe Ratio

0.503

Benchmark

IISL Nifty Midcap 150 TR INR

Expense Ratio

1.700%

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/

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PGIM India Midcap Opportunities Fund Regular Growth

Allocation and Holdings

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Scheme Information

About the AMC

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