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PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap
Launch Date: 05-12-2013
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 2.2% As on (31-10-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,388.27 Cr As on (31-10-2021)
Turn over: 124.00
NAV as on Fri Dec 03 00:00:00 IST 2021

42.66

-0.17 (-0.3985%)

CAGR Since Inception

19.81%

NIFTY MIDCAP 100 TRI 21.51%

PERFORMANCE of PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 03-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 65.28 34.3 22.37 - 19.81
NIFTY MIDCAP 100 TRI 52.97 21.23 17.07 17.45 21.51
Equity: Mid Cap 49.73 23.06 17.94 19.22 19.25

Yearly Performance (%)

Fund Managers

Aniruddha Naha,Vivek Sharma

Investment Objective

The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

RETURNS CALCULATOR for PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 14.75 0.83 -2.7 0.99 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 65.28 55.2 34.3 22.37 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 62.4 45.7 28.0 21.83 16.13
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 58.84 40.4 25.94 16.16 21.48
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 24-02-2014 57.31 30.03 23.61 15.32 0.0
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 57.23 42.6 26.94 19.03 9.48
Aditya Birla Sun Life MIDCAP Fund-Growth 05-10-2002 55.71 32.17 18.81 14.56 17.44
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 55.54 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - Growth 05-01-2018 54.88 33.19 23.29 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 53.8 37.15 0.0 0.0 0.0
BOI Axa Mid & Small Cap Equity & Debt Fund - Regular Plan Growth 13-07-2016 52.8 39.48 22.84 18.27 0.0

PORTFOLIO ANALYSIS of PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Asset Allocation (%)