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: 1.72% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,600.28 Cr As on 28-02-2025(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 |
58.12
-0.35 (-0.6022%)
16.78%
Benchmark: 17.27%
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 | 14.95 |
| Sharpe Ratio | 0.29 |
| Alpha | -6.45 |
| Beta | 0.82 |
| 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 | 7.97 | 19.43 | 11.98 | 32.28 | 14.39 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.51 | 35.56 | 22.18 | 31.34 | 16.17 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.58 | 34.77 | 22.88 | 35.1 | 16.85 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.94 | 38.55 | 28.3 | 36.62 | 16.94 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 16.06 | 32.03 | 21.56 | 29.41 | 14.4 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.29 | 27.38 | 19.1 | 31.91 | 16.71 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.75 | 35.28 | 23.27 | 34.44 | 16.85 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.38 | 34.36 | - | - | - |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 13.03 | 31.37 | 18.13 | 28.07 | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 12.64 | 34.26 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.68%
Others
2.79%
Large Cap
21.48%
Mid Cap
66.05%
