Pgim India Midcap Opportunities Fund Regular Plan Growth

64.65
NAV (Sep 6,2024)

The PGIM India Midcap Opportunities Fund - Regular Plan - Growth offers investors the chance to tap into the potential of midcap companies in India. With a minimum investment of ₹5000, the fund provides exposure to a portfolio of well-researched midcap stocks. Established in 2013, the fund has an expense ratio of 1.71%. It has delivered consistent performance and aims to capture growth opportunities in the dynamic midcap segment. With a PE ratio of 57.87 and a PB ratio of 11.12, this fund presents an attractive investment option.

Pgim India Midcap Opportunities Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Midcap Opportunities Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    65.28
  • P/B Ratio
    UM_URBAN_MONEY

    12.47
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.76
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.70%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

11268.05 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,371.9 (13.72%)12,173.99 (21.74%)13,212.18 (32.12%)15,717.39 (57.17%)40,898.81 (308.99%)
34,115.7 (13.72%)36,521.97 (21.74%)39,636.54 (32.12%)47,152.17 (57.17%)1,22,696.43 (308.99%)
56,859.5 (13.72%)60,869.95 (21.74%)66,060.9 (32.12%)78,586.95 (57.17%)2,04,494.05 (308.99%)
90,975.2 (13.72%)97,391.92 (21.74%)1,05,697.44 (32.12%)1,25,739.12 (57.17%)3,27,190.48 (308.99%)
1,13,719 (13.72%)1,21,739.9 (21.74%)1,32,121.8 (32.12%)1,57,173.9 (57.17%)4,08,988.1 (308.99%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd4.44%
  • Dixon Technologies India Ltd3.13%
  • Max Healthcare Institute Ltd2.89%
  • UNO Minda Ltd2.75%
  • Persistent Systems Ltd2.62%
  • The Phoenix Mills Ltd2.35%
  • Solar Industries India Ltd2.26%
  • Container Corporation Of India Ltd2.22%
  • Info Edge India Ltd2.08%
  • HDFC Bank Ltd2.05%
  • Cholamandalam Investment & Finance Company Ltd2.03%
  • CG Power and Industrial Solutions Ltd2.02%
  • JK Cement Ltd1.96%
  • HDFC Asset Management Company Ltd1.94%
  • Max Financial Services Ltd1.90%
  • Astral Ltd1.90%
  • ICICI Lombard General Insurance Co Ltd1.78%
  • Indraprastha Gas Ltd1.74%
  • The Indian Hotels Company Ltd1.68%
  • Abbott India Ltd1.67%
  • Zomato Ltd1.66%
  • Escorts Kubota Ltd1.66%
  • TVS Motor Company Ltd1.64%
  • Syngene International Ltd1.60%
  • VARUN BEVERAGES LIMITED1.54%
  • Sona BLW Precision Forgings Ltd1.51%
  • InterGlobe Aviation Ltd1.48%
  • Coforge Ltd1.42%
  • Aarti Industries Ltd1.37%
  • Timken India Ltd1.32%
  • Central Depository Services I Ltd1.31%
  • Cummins India Ltd1.21%
  • Motherson Sumi Wiring India Ltd1.19%
  • Global Health Ltd1.18%
  • L&T Technology Services Ltd1.14%
  • Mphasis Ltd1.14%
  • Zydus Lifesciences Ltd1.11%
  • Blue Star Ltd1.09%
  • United Spirits Ltd1.07%
  • Dr Lal Path Labs Ltd1.07%
  • Kajaria Ceramics Ltd1.05%
  • Shriram Finance Ltd1.04%
  • Bharat Forge Ltd1.04%
  • Tube Investments Of India Ltd1.03%
  • ICICI Bank Ltd0.99%
  • KPIT Technologies Ltd0.98%
  • Balkrishna Industries Ltd0.98%
  • Endurance Technologies Ltd0.97%
  • P I INDUSTRIES LIMITED0.97%
  • Hindustan Unilever Ltd0.96%
  • Voltas Ltd0.94%
  • SRF Ltd0.94%
  • Exide Industries Ltd0.93%
  • Hero MotoCorp Ltd0.92%
  • Metro Brands Ltd0.91%
  • Havells India Ltd0.87%
  • Supreme Industries Ltd0.87%
  • Prestige Estates Projects Ltd0.86%
  • Ajanta Pharma Ltd0.84%
  • Muthoot Finance Ltd0.84%
  • Aavas Financiers Ltd0.77%
  • Bharti Hexacom Ltd0.76%
  • Sumitomo Chemical India Ltd0.73%
  • Multi Commodity Exchange Of India Ltd0.71%
  • CRISIL Ltd0.68%
  • Bharat Rasayan Ltd0.64%
  • APL Apollo Tubes Ltd0.61%
  • Triveni Turbine Ltd0.59%
  • Torrent Power Ltd0.58%
  • Happiest Minds Technologies Ltd0.56%
  • Page Industries Ltd0.55%
  • Creditaccess Grameen Ltd0.50%
  • Honasa Consumer Ltd0.46%
  • JSW Infrastructure Ltd0.45%
  • Trent Ltd0.42%
  • DAYS TBILL RED0.18%
  • Go Digit General Insurance Ltd0.06%
  • Net Receivables Payables-0.28%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.28%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.91%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.68%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.16%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

23.91%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.61%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

58.65%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

56.66%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

47.13%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

46.89%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.14%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

33.63%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

29.73%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.78%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

27.05%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.58%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

20.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

38.29%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.66%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.17%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

23.75%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Fund Managers

SV

Mr. Sharma VivekAssistant Fund Manager - Equity

Collectively over 15 years of experience in Indian financial markets, primarily in equity research.

UM

Mr. Utsav MehtaVice President - Fund Manager

Over 13 years of experience in Equity market, research and fund management.

VP

Mr. Vinay PahariaAssociate Portfolio Manager

Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

PP

Mr. Puneet PalHead - Fixed Income

Mr. Puneet Pal has over 10 years of experience in asset management. In his position as Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. Puneet was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.

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Compare with similar Funds

PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the PGIM India Midcap Opportunities Fund - Regular Plan - Growth?

The PGIM India Midcap Opportunities Fund - Regular Plan - Growth is a mutual fund that carries a Very High risk profile.

What is the current NAV (Net Asset Value) of the PGIM India Midcap Opportunities Fund - Regular Plan - Growth as of Sep 6,2024?

The current NAV of the PGIM India Midcap Opportunities Fund - Regular Plan - Growth as of Sep 6,2024 is INR 64.65.

What are the returns generated by the PGIM India Midcap Opportunities Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The PGIM India Midcap Opportunities Fund - Regular Plan - Growth has consistently performed well, generating returns of 29.06% over 1 year, 18.36% over 3 years, and 25.48% over 5 years.

What is the expense ratio associated with the PGIM India Midcap Opportunities Fund - Regular Plan - Growth?

The PGIM India Midcap Opportunities Fund - Regular Plan - Growth has a 1.71% expense ratio.

What is the minimum investment amount required for the PGIM India Midcap Opportunities Fund - Regular Plan - Growth?

The minimum investment required for the PGIM India Midcap Opportunities Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the PGIM India Midcap Opportunities Fund - Regular Plan - Growth?

Yes, SIP is available for the PGIM India Midcap Opportunities Fund - Regular Plan - Growth with a minimum investment of INR 5000 per month.

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