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  • PGIM India Midcap Opportunities Fund (Growth)

Formerly DHFL Pramerica Midcap Opps Fund Reg Gr

PGIM Mutual Funds

PGIM India Midcap Opportunities Fund (Growth)

EquityMid Cap

Top Ranked

45.01

NAV (Nov 25)

17.5%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

45.01

NAV (Nov 25)

Fund Returns

Last 1Y

3.2%

Last 3Y

36.3%

Last 5Y

17.5%

Last 10Y

NA

Since Inception

18.2%

6 Month CAGR

18.3%

Scheme Information

Investment Objective

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.

Expense Ratio

1.93

Launched (9y ago)

Dec 02, 2013

AUM in Crores

7257.415

ISIN

INF663L01DZ4

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

24.4

Standard Deviation (5yr)

22.5

Beta (3yr)

0.9

Beta (5yr)

0.92

Sharpe Ratio (3yr)

1.232

Sharpe Ratio (5yr)

0.63

YTM

0

Fund Managers

Puneet Pal

Fund Manager

Vivek Sharma

Fund Manager

Aniruddha Naha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

tvs motor co ltd

5.1%
5.1%

icici bank ltd

4.3%
4.3%

indian hotels co ltd

3.9%
3.9%

abb india ltd

3.7%
3.7%

clearing corporation of india ltd.

3.6%
3.6%
See all holdings

Allocation by Sector

industrials

24.5%
24.5%

consumer cyclical

22.7%
22.7%

financial services

17.9%
17.9%

basic materials

11.9%
11.9%

healthcare

5.1%
5.1%
See all sectors

Compare PGIM India Midcap Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,433 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

  • 022-61593000
  • care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    9.8%

    7.9%

    23.5%

    13.1%

    36.3%

    18.2%

    21.8%

    12.2%

    21.8%

    12.2%

    PGIM India Midcap Opportunities Fund (G) Review

    PGIM India Midcap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18.2% over a period of 8 years. The fund was previously known as DHFL Pramerica Midcap Opps Fund Reg Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Aniruddha Naha, Puneet Pal, Vivek Sharma.

    Nav of PGIM India Midcap Opportunities Fund (G) as of 11/25/2022 is ₹45.01 with the total AUM as of 11/26/2022 is ₹7257.415. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Midcap Opportunities Fund (G) was launched on Dec 02, 2013. The category risk of the fund is Very High Risk.

    The minimum SIP amount for PGIM India Midcap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    PGIM India Midcap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.

    PGIM India Midcap Opportunities Fund (G) is rated as a 4 fund in Equity and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Midcap Opportunities Fund (G).

    Frequently Asked Questions

    What is PGIM India Midcap Opportunities Fund (G)?

    PGIM India Midcap Opportunities Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in PGIM India Midcap Opportunities Fund (G)?

    You can invest in PGIM India Midcap Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of PGIM India Midcap Opportunities Fund (G)?

    The minimum sip amount for PGIM India Midcap Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is PGIM India Midcap Opportunities Fund (G) good to invest in?

    As per Scripbox experts, PGIM India Midcap Opportunities Fund (G) is a Top Ranked fund. You can investPGIM India Midcap Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the PGIM India Midcap Opportunities Fund (G)?

    The expense ratio of the PGIM India Midcap Opportunities Fund (G) is 1.93% for regular plan.