- Mutual Funds
- PGIM Mutual Funds
- PGIM India Midcap Opportunities Fund (RIDCW-A)
Formerly PGIM India Midcap Opps Fund Reg DR
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 23.63
NAV (Nov 24)
Fund Returns
Last 1Y | 11.5% |
Last 3Y | 25.5% |
Last 5Y | 23% |
Last 10Y | NA |
Since Inception | 16.9% |
6 Month CAGR | 14.1% |
Scheme Information
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 (10y ago) | Dec 02, 2013 |
AUM in Crores | 9101.519 |
ISIN | INF663L01EB3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.1 |
Standard Deviation (5yr) | 21.2 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 1.283 |
Sharpe Ratio (5yr) | 0.796 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Midcap Opportunities Fund (RIDCW-A) | 13,21,129 | 5,88,517 | 23% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
clearing corporation of india ltd.
5%tube investments of india ltd ordinary shares
3.2%max healthcare institute ltd ordinary shares
2.9%phoenix mills ltd
2.9%cholamandalam investment and finance co ltd
2.6%Allocation by Sector
consumer cyclical
18.6%industrials
18.6%financial services
18.2%basic materials
10.3%healthcare
9.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26% | 17.6% | ||
25.5% | 16.9% | ||
25.5% | 16.9% | ||
1.9% | 9.5% | ||
17.3% | 12.7% |
PGIM India Midcap Opportunities Fund (RIDCW-A) Review
PGIM India Midcap Opportunities Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 16.9% over a period of 9 years. The fund was previously known as PGIM India Midcap Opps Fund Reg DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Ojasvi Khicha, Puneet Pal, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Midcap Opportunities Fund (RIDCW-A) as of 11/24/2023 is ₹23.63 with the total AUM as of 11/28/2023 is ₹9101.519. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Midcap Opportunities Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty Midcap 150 TR INR.
PGIM India Midcap Opportunities Fund (RIDCW-A) is rated as a 5 fund in Equity and delivered 11.5% 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 (RIDCW-A).
Frequently Asked Questions
What is PGIM India Midcap Opportunities Fund (RIDCW-A)?
How to invest in PGIM India Midcap Opportunities Fund (RIDCW-A)?
You can invest in PGIM India Midcap Opportunities Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for PGIM India Midcap Opportunities Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Midcap Opportunities Fund (RIDCW-A) good to invest in?
As per Scripbox experts, PGIM India Midcap Opportunities Fund (RIDCW-A) is a Top Ranked fund. You can investPGIM India Midcap Opportunities Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the PGIM India Midcap Opportunities Fund (RIDCW-A) is 1.72% for regular plan.