PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap
Launch Date: 05-12-2013
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.74% As on (30-04-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,072.13 Cr As on (30-04-2023)
Turn over: 121%
NAV as on 31-05-2023

45.03

0.21 (0.4664%)

CAGR Since Inception

17.13%

NIFTY Midcap 150 TRI 16.4%

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

Scheme Performance (%)

Data as on - 31-05-2023

Yearly Performance (%)

Fund Managers

Puneet Pal, Vinay Paharia, 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.

MONTHLY LUMPSUM RETURNS ( Invested amount 1,00,000)

Show All Monthly Lumpsum Returns
NAV Date NAV Units Market
Value
Returns
(%)
02-12-2013 10.0 10000.0 100000 0.0 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
14-12-2015 14.98 10000.0 149800 49.8 %
04-01-2016 15.55 10000.0 155500 55.5 %
02-02-2016 14.27 10000.0 142700 42.7 %
02-03-2016 13.61 10000.0 136100 36.1 %
04-04-2016 14.21 10000.0 142100 42.1 %
02-05-2016 14.6 10000.0 146000 46.0 %
02-06-2016 14.91 10000.0 149100 49.1 %
04-07-2016 15.47 10000.0 154700 54.7 %
02-08-2016 16.23 10000.0 162300 62.3 %
02-09-2016 16.75 10000.0 167500 67.5 %
03-10-2016 17.51 10000.0 175100 75.1 %
02-11-2016 16.93 10000.0 169300 69.3 %
02-12-2016 15.55 10000.0 155500 55.5 %
02-01-2017 15.4 10000.0 154000 54.0 %
02-02-2017 16.72 10000.0 167200 67.2 %
02-03-2017 17.24 10000.0 172400 72.4 %
03-04-2017 18.27 10000.0 182700 82.7 %
02-05-2017 18.94 10000.0 189400 89.4 %
02-06-2017 18.93 10000.0 189300 89.3 %
03-07-2017 18.88 10000.0 188800 88.8 %
02-08-2017 19.03 10000.0 190300 90.3 %
04-09-2017 18.65 10000.0 186500 86.5 %
03-10-2017 18.65 10000.0 186500 86.5 %
02-11-2017 19.76 10000.0 197600 97.6 %
04-12-2017 19.86 10000.0 198600 98.6 %
02-01-2018 20.84 10000.0 208400 108.4 %
02-02-2018 19.42 10000.0 194200 94.2 %
05-03-2018 19.59 10000.0 195900 95.9 %
02-04-2018 19.44 10000.0 194400 94.4 %
02-05-2018 20.53 10000.0 205300 105.3 %
04-06-2018 19.46 10000.0 194600 94.6 %
02-07-2018 19.12 10000.0 191200 91.2 %
02-08-2018 19.42 10000.0 194200 94.2 %
03-09-2018 19.96 10000.0 199600 99.6 %
03-10-2018 17.34 10000.0 173400 73.4 %
02-11-2018 17.51 10000.0 175100 75.1 %
03-12-2018 17.61 10000.0 176100 76.1 %
02-01-2019 17.61 10000.0 176100 76.1 %
04-02-2019 17.21 10000.0 172100 72.1 %
05-03-2019 17.5 10000.0 175000 75.0 %
02-04-2019 18.38 10000.0 183800 83.8 %
02-05-2019 17.78 10000.0 177800 77.8 %
03-06-2019 18.59 10000.0 185900 85.9 %
02-07-2019 18.09 10000.0 180900 80.9 %
02-08-2019 16.02 10000.0 160200 60.2 %
03-09-2019 15.85 10000.0 158500 58.5 %
03-10-2019 16.97 10000.0 169700 69.7 %
04-11-2019 17.91 10000.0 179100 79.1 %
02-12-2019 17.84 10000.0 178400 78.4 %
02-01-2020 18.46 10000.0 184600 84.6 %
03-02-2020 19.24 10000.0 192400 92.4 %
02-03-2020 19.15 10000.0 191500 91.5 %
03-04-2020 13.96 10000.0 139600 39.6 %
04-05-2020 15.98 10000.0 159800 59.8 %
02-06-2020 17.3 10000.0 173000 73.0 %
02-07-2020 18.53 10000.0 185300 85.3 %
03-08-2020 20.19 10000.0 201900 101.9 %
02-09-2020 21.81 10000.0 218100 118.1 %
05-10-2020 22.67 10000.0 226700 126.7 %
02-11-2020 22.56 10000.0 225600 125.6 %
02-12-2020 25.69 10000.0 256900 156.9 %
04-01-2021 27.95 10000.0 279500 179.5 %
02-02-2021 29.2 10000.0 292000 192.0 %
02-03-2021 31.6 10000.0 316000 216.0 %
05-04-2021 31.35 10000.0 313500 213.5 %
03-05-2021 32.8 10000.0 328000 228.0 %
02-06-2021 34.93 10000.0 349300 249.3 %
02-07-2021 36.84 10000.0 368400 268.4 %
02-08-2021 39.75 10000.0 397500 297.5 %
02-09-2021 41.24 10000.0 412400 312.4 %
04-10-2021 42.79 10000.0 427900 327.9 %
02-11-2021 44.02 10000.0 440200 340.2 %
02-12-2021 42.83 10000.0 428300 328.3 %
03-01-2022 44.77 10000.0 447700 347.7 %
02-02-2022 44.77 10000.0 447700 347.7 %
02-03-2022 40.54 10000.0 405400 305.4 %
04-04-2022 43.19 10000.0 431900 331.9 %
02-05-2022 41.17 10000.0 411700 311.7 %
02-06-2022 40.52 10000.0 405200 305.2 %
04-07-2022 38.88 10000.0 388800 288.8 %
02-08-2022 43.35 10000.0 433500 333.5 %
02-09-2022 45.23 10000.0 452300 352.3 %
03-10-2022 44.05 10000.0 440500 340.5 %
02-11-2022 45.18 10000.0 451800 351.8 %
02-12-2022 45.91 10000.0 459100 359.1 %
02-01-2023 43.99 10000.0 439900 339.9 %
02-02-2023 42.55 10000.0 425500 325.5 %
02-03-2023 42.49 10000.0 424900 324.9 %
03-04-2023 41.87 10000.0 418700 318.7 %
02-05-2023 42.74 10000.0 427400 327.4 %
01-06-2023 44.95 10000.0 449500 349.5 %

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

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 16.84 1.72 4.41 0.94 - -
Equity: Mid Cap - - - - - -

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

Amount :
Start :
End :
Period
Data as on - 31-05-2023
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 12.63 13.77 39.35 17.64 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 27.78 27.81 40.94 16.69 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 26.07 17.65 36.85 14.05 19.93
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 20.87 11.39 27.9 12.66 17.86
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 20.17 17.46 36.43 15.79 17.8
Franklin India Prima Fund-Growth 01-12-1993 19.96 10.18 29.05 10.52 17.57
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 18.58 18.31 39.53 15.8 19.83
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 18.17 13.6 30.09 9.0 17.19
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 18.08 14.76 35.16 14.4 20.38
Invesco India Midcap Fund - Growth Option 19-04-2007 17.93 13.68 29.65 14.77 19.07

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

Asset Allocation (%)

Allocation Percentage (%)