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  • PGIM India Midcap Opportunities Fund (PIDCW-A)

Formerly PGIM India Midcap Opps Fund Reg DP

PGIM Mutual Funds

PGIM India Midcap Opportunities Fund (PIDCW-A)

EquityMid Cap
Top Ranked

25.34

NAV (Feb 22)

26.1%
5 Year CAGR
Scripbox Opinion
Top Ranked
PGIM India Midcap Opportunities Fund (PIDCW-A) is recommended for investment within mid cap mutual funds.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

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

25.34

NAV (Feb 22)

Fund Returns

Last 1Y
25.9%
Last 3Y
20.7%
Last 5Y
26.1%
Last 10Y
17.6%
Since Inception
17.2%
6 Month CAGR
12.8%

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
1.72
Launched (11y ago)
Dec 02, 2013
AUM in Crores
9962.074
ISIN
INF663L01EA5
Lock-in
No Lock-in
Benchmark
Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.7
Standard Deviation (5yr)
21.3
Beta (3yr)
0.85
Beta (5yr)
0.91
Sharpe Ratio (3yr)
1.173
Sharpe Ratio (5yr)
0.922
YTM
0
Fund Managers

Puneet Pal

Fund Manager

Utsav Mehta

Fund Manager

Vinay Paharia

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Midcap Opportunities Fund (PIDCW-A)70%14,40,800 7,08,18826.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-22

Top Stock Holdings

phoenix mills ltd

3.3%
3.3%

max healthcare institute ltd ordinary shares

3.2%
3.2%

persistent systems ltd

2.6%
2.6%

cholamandalam investment and finance co ltd

2.5%
2.5%

tvs motor co ltd

2.5%
2.5%
See all holdings

Allocation by Sector

consumer cyclical

18.9%
18.9%

financial services

18.5%
18.5%

industrials

17.6%
17.6%

basic materials

11.5%
11.5%

healthcare

11.5%
11.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,696 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
022-61593000
care@pgimindia.co.in
Fund NameScripbox Opinion
Till Date CAGR

21.2%

17.9%

20.7%

17.2%

20.7%

17.2%

16%

13.5%

0.2%

10.2%

PGIM India Midcap Opportunities Fund (PIDCW-A) Review

PGIM India Midcap Opportunities Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 17.2% over a period of 10 years. The fund was previously known as PGIM India Midcap Opps Fund Reg DP. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Puneet Pal, Utsav Mehta, Vinay Paharia.

Nav of PGIM India Midcap Opportunities Fund (PIDCW-A) as of 2/22/2024 is ₹25.34 with the total AUM as of 2/23/2024 is ₹9962.074. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Midcap Opportunities Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 Nifty Midcap 150 TR INR.

PGIM India Midcap Opportunities Fund (PIDCW-A) is rated as a 5 fund in Equity and delivered 25.9% 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 (PIDCW-A).

Frequently Asked Questions

What is PGIM India Midcap Opportunities Fund (PIDCW-A)?

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

How to invest in PGIM India Midcap Opportunities Fund (PIDCW-A)?

You can invest in PGIM India Midcap Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?

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

Is PGIM India Midcap Opportunities Fund (PIDCW-A) good to invest in?

As per Scripbox experts, PGIM India Midcap Opportunities Fund (PIDCW-A) is a Top Ranked fund. You can investPGIM India Midcap Opportunities Fund (PIDCW-A) 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 (PIDCW-A)?

The expense ratio of the PGIM India Midcap Opportunities Fund (PIDCW-A) is 1.72% for regular plan.