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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,302.07 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 38% | Exit Load: W.E.F 10th Jan 2022, Any redemptions/switch-outs would be subject to an exit load of 0.50%, if the units are redeemed/switched out within 90 days from the date of allotment of units NIL - If the units are redeemed/ switched- out after 90 days from the date of allotment of units |
59.27
0.47 (0.793%)
16.89%
Benchmark: 17.31%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 15.31 |
| Sharpe Ratio | 0.3 |
| Alpha | -6.36 |
| Beta | 0.83 |
| 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 | 8.57 | 18.62 | 11.26 | 29.59 | 14.07 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.35 | 32.51 | 21.1 | 29.18 | 16.04 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.52 | 32.63 | 21.37 | 32.79 | 16.72 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 13.72 | 30.05 | 20.08 | 27.51 | 14.29 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 13.57 | 34.24 | 24.47 | 35.08 | 16.47 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 12.71 | 32.43 | 21.89 | 32.63 | 16.66 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 11.83 | 30.87 | 20.49 | 28.63 | 13.99 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.41 | 30.77 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.24 | 25.02 | 16.86 | 29.69 | 16.23 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 10.38 | 24.4 | 14.66 | 23.85 | 14.76 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.64%
Others
3.77%
Large Cap
21.59%
Mid Cap
65.0%
