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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

    42.83

    NAV (Sep 23)

    20.1%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    PGIM India Midcap Opportunities Fund (Growth) is a good choice within mid cap mutual funds.

    Scripbox recommends other funds for investment in mid cap.

    Click here to see our recommendations.

    Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    8 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    2,710 Cr. Large within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    42.83

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    96.7%
    Last 3Y
    32%
    Last 5Y
    20.1%
    Last 10Y
    NA
    Since Inception
    20.5%
    6 Month CAGR
    37.5%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.25
    Launched (8y ago)
    Dec 02, 2013
    AUM in Crores
    2709.088
    ISIN
    INF663L01DZ4
    Lock-in
    No Lock-in
    Benchmark
    IISL NIFTY Midcap 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Aniruddha Naha

    Fund Manager

    user-avatar

    Vivek Sharma

    Fund Manager

    calculator

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    PGIM India Asset Management Private Limited

    PGIM India Asset Management Private Limited manages assets worth 12,798 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

    amc-img

  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.1%

    7.3%

    top-ranked-badge

    27.5%

    16.2%

    top-ranked-badge

    29.8%

    12.8%

    top-ranked-badge

    %

    3.5%

    top-ranked-badge

    4.9%

    5.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About PGIM India Midcap Opportunities Fund (G)

    About PGIM India Midcap Opportunities Fund (G)

    PGIM India Midcap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 20.5% over a period of 7 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, Vivek Sharma

    PGIM India Midcap Opportunities Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Midcap Opportunities Fund (G) NAV,AUM,Risk

    The PGIM India Midcap Opportunities Fund (G) fund was launched on Dec 02, 2013. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-09-23 is ₹42.83. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹2709.088. The category risk of the PGIM India Midcap Opportunities Fund (G) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    PGIM India Midcap Opportunities Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.6% in this asset class. The top three holdings of the fund are , max healthcare institute ltd ordinary shares , mphasis ltd , clearing corporation of india ltd. , mindtree ltd , max financial services ltd , coforge ltd , sanofi india ltd , muthoot finance ltd , basf india ltd , voltas ltd , cummins india ltd , icici bank ltd , the federal bank ltd , jubilant foodworks ltd , acc ltd , sagar cements ltd , aarti industries ltd , ashok leyland ltd , dalmia bharat ltd , l&t technology services ltd , bata india ltd , crompton greaves consumer electricals ltd , j.b. chemicals & pharmaceuticals ltd , bharat forge ltd , varun beverages ltd , sobha ltd , bharat rasayan ltd , syngene international ltd , skf india ltd , natco pharma ltd , quess corp ltd , indian railway catering and tourism corp ltd , indian hotels co ltd , canara bank , polycab india ltd , dixon technologies (india) ltd , trent ltd , gujarat state petronet ltd , bharat electronics ltd , praj industries ltd , mahanagar gas ltd , minda industries ltd , gokaldas exports ltd , suven pharmaceuticals ltd , balkrishna industries ltd , affle india ltd , india glycols ltd , greenply industries ltd , apl apollo tubes ltd , net receivables / (payables) , clean science and technology ltd

    PGIM India Midcap Opportunities Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    PGIM India Midcap Opportunities Fund (G) Investment volatility and Horizon

    This fund 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 100 TR INR

    PGIM India Midcap Opportunities Fund (G) Review

    PGIM India Midcap Opportunities Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Midcap Opportunities Fund (G) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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