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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: 2.44% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,107.78 Cr As on (31-03-2021)
Turn over: 138.00
NAV as on Fri May 07 00:00:00 IST 2021

33.13

-0.18 (-0.5433%)

CAGR Since Inception

17.44%

NIFTY MIDCAP 100 TRI 20.84%

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

Scheme Performance (%) Data as on - 07-05-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 107.97 17.56 18.25 - 17.44
NIFTY MIDCAP 100 TRI 92.5 8.74 14.81 13.33 20.84
Equity: Mid Cap 76.74 10.28 15.07 15.68 18.38

Yearly Performance (%)

Fund Managers

Aniruddha Naha

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 - 07-05-2021
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 107.97 37.55 17.56 18.25 0.0
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 93.88 24.76 10.3 12.4 17.46
Mirae Asset Midcap Fund - Regular Plan 02-07-2019 93.86 0.0 0.0 0.0 0.0
ICICI Prudential MidCap Fund - Growth 10-10-2004 90.74 18.25 8.17 14.61 15.26
quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 88.43 32.72 18.28 16.23 13.02
Kotak Emerging Equity Scheme - Growth 30-03-2007 84.76 25.65 12.8 17.07 18.2
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 83.55 0.0 0.0 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 81.36 25.69 10.01 16.9 18.09
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 80.89 19.16 8.58 15.36 17.31
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 80.25 21.19 11.75 16.43 13.5

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

Asset Allocation (%)