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).
No single fund can achieve what a plan can. Learn why
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%
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.
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.
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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
