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Business News/Market/Market Stats/    PGIM India Midcap Opportunities Fund Regular Growth

PGIM India Midcap Opportunities Fund Regular Growth

+
  • Equity
  • Mid-Cap
  • Rating 2
  • Plan
60.09 +0.48 (0.81%) NAV as on 12 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10114.15
  • CAGR 32.35%
  • Exit Load0.50%
  • Expense ratio1.71%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2013-12-02

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 13 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd.
  • 352.47
  • 3.47%
View More

Risk & Volitility

  • Alpha 11.57%
  • Beta 0.90
  • Sharpe Ratio0.87
  • Std Deviation 13.18%
  • Tracking Error 7.67%

About Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

 

The PGIM India Midcap Opportunities Fund Regular Growth has an AUM of 10114.15 crores & has delivered CAGR of 26.74% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.71%. The minimum investment in PGIM India Midcap Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Clearing Corporation Of India Ltd., Dixon Technologies (India), Max Healthcare Institute & Phoenix Mills.

 

The major sectors where the fund is invested are Chemical Manufacturing, Consumer Financial Services, Healthcare Facilities & Biotechnology & Drugs.

 

Some of the similar funds are Quant Mid Cap Fund Growth, Motilal Oswal Midcap Regular Growth, HSBC Midcap Fund Growth, PGIM India Midcap Opportunities Fund Regular Growth, UTI Mid Cap Fund Regular Plan Growth. PGIM India Midcap Opportunities Fund Regular Growth has a sharpe ratio of 0.87 & a standard deviation of 13.18%.

FAQs about PGIM India Midcap Opportunities Fund Regular Growth

According to the morning star rating PGIM India Midcap Opportunities Fund Regular Growth has a Moderate risk & Exceptional return.
PGIM India Midcap Opportunities Fund Regular Growth is managed by Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma.
The expense ratio of PGIM India Midcap Opportunities Fund Regular Growth is 1.71%.
The 5 year annualized return on PGIM India Midcap Opportunities Fund Regular Growth is 26.74% & it has generated 32.35% in the last 1 year.
The minimum investment in PGIM India Midcap Opportunities Fund Regular Growth is 5000 Rs.
PGIM India Midcap Opportunities Fund Regular Growth has an AUM of 10114.15 crores.
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