Pgim India Midcap Opportunities Fund Growth Direct Plan

62.19
NAV (Apr 22,2024)

The PGIM India Midcap Opportunities Fund - Growth - Direct Plan offers a unique opportunity for growth in the Indian market. With an expense ratio of 0.42%, this fund provides investors with a chance to invest in midcap companies. The fund has an established date of December 2, 2013, and currently has an asset under management of ₹10,043.29 crores. With a minimum investment of ₹5,000 and no lock-in period, this direct plan is a great option for those looking to capitalize on midcap growth opportunities.

Pgim India Midcap Opportunities Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Midcap Opportunities Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    61.12
  • P/B Ratio
    UM_URBAN_MONEY

    11.24
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.72
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.24

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.45%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

9923.95 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 25, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,275.94 (2.76%)11,379.69 (13.80%)13,178.64 (31.79%)18,296.56 (82.97%)32,748.82 (227.49%)
30,827.82 (2.76%)34,139.07 (13.80%)39,535.92 (31.79%)54,889.68 (82.97%)98,246.46 (227.49%)
51,379.7 (2.76%)56,898.45 (13.80%)65,893.2 (31.79%)91,482.8 (82.97%)1,63,744.1 (227.49%)
82,207.52 (2.76%)91,037.52 (13.80%)1,05,429.12 (31.79%)1,46,372.48 (82.97%)2,61,990.56 (227.49%)
1,02,759.4 (2.76%)1,13,796.9 (13.80%)1,31,786.4 (31.79%)1,82,965.6 (82.97%)3,27,488.2 (227.49%)

Calculate Your Mutual Fund Returns

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Total investment

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Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd4.08%
  • Max Healthcare Institute Ltd3.26%
  • Dixon Technologies India Ltd3.01%
  • The Phoenix Mills Ltd2.55%
  • Persistent Systems Ltd2.45%
  • Cholamandalam Investment & Finance Company Ltd2.42%
  • Tube Investments Of India Ltd2.20%
  • Kotak Mahindra Bank Ltd2.15%
  • Solar Industries India Ltd2.09%
  • HDFC Bank Ltd2.08%
  • UNO Minda Ltd2.06%
  • JK Cement Ltd2.05%
  • TVS Motor Company Ltd2.03%
  • Indraprastha Gas Ltd2.03%
  • Timken India Ltd2.02%
  • HDFC Asset Management Company Ltd2.01%
  • Max Financial Services Ltd1.94%
  • Abbott India Ltd1.81%
  • Sona BLW Precision Forgings Ltd1.78%
  • The Indian Hotels Company Ltd1.76%
  • Page Industries Ltd1.75%
  • CG Power and Industrial Solutions Ltd1.68%
  • Container Corporation Of India Ltd1.67%
  • Poonawalla Fincorp Ltd1.66%
  • Mankind Pharma Ltd1.58%
  • Syngene International Ltd1.58%
  • VARUN BEVERAGES LIMITED1.55%
  • Navin Fluorine International Ltd1.53%
  • Creditaccess Grameen Ltd1.51%
  • Astral Ltd1.50%
  • Zomato Ltd1.49%
  • P I INDUSTRIES LIMITED1.42%
  • Coforge Ltd1.40%
  • Aarti Industries Ltd1.38%
  • Narayana Hrudayalaya ltd1.38%
  • L&T Technology Services Ltd1.36%
  • Info Edge India Ltd1.36%
  • Devyani International Ltd1.34%
  • InterGlobe Aviation Ltd1.33%
  • Supreme Industries Ltd1.26%
  • Escorts Kubota Ltd1.25%
  • Motherson Sumi Wiring India Ltd1.21%
  • Balkrishna Industries Ltd1.08%
  • Vedant Fashions Ltd1.05%
  • Central Depository Services I Ltd1.02%
  • Laurus Labs Ltd1.00%
  • United Spirits Ltd0.97%
  • SKF India Ltd0.97%
  • Kajaria Ceramics Ltd0.93%
  • Blue Star Ltd0.91%
  • CRISIL Ltd0.89%
  • Dr Lal Path Labs Ltd0.89%
  • Metro Brands Ltd0.88%
  • Havells India Ltd0.81%
  • Mphasis Ltd0.75%
  • ZF Commercial Vehicle Ctrl Sys Ind Ltd0.71%
  • Hero MotoCorp Ltd0.70%
  • APL Apollo Tubes Ltd0.70%
  • SBI Cards & Payment Services Ltd0.64%
  • Multi Commodity Exchange Of India Ltd0.63%
  • Ajanta Pharma Ltd0.61%
  • Triveni Turbine Ltd0.61%
  • Happiest Minds Technologies Ltd0.58%
  • Vinati Organics Ltd0.57%
  • Sumitomo Chemical India Ltd0.55%
  • Bharat Rasayan Ltd0.55%
  • Clean Science and Technology Ltd0.49%
  • Aavas Financiers Ltd0.45%
  • AU Small Finance Bank Ltd0.42%
  • JSW Infrastructure Ltd0.37%
  • Net Receivables Payables0.33%
  • Trent Ltd0.32%
  • AIA Engineering Ltd0.29%
  • DAYS TBILL RED0.20%
  • Grindwell Norton Ltd0.11%
  • Endurance Technologies Ltd0.01%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

26.23%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.28%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.34%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.55%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

14.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Midcap Fund - Regular Plan - GrowthJM Midcap Fund - Regular Plan - Growth

EQUITY

Very High

60.05%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

57.48%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

55.75%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

53.96%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

50.94%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

44.66%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

42.78%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

36.78%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

34.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

30.05%

Taurus Mid Cap Fund - Regular Plan - GrowthTaurus Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.74%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.86%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

25.79%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

24.54%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

23.15%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

20.83%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.70%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

31.12%

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.77%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.14%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.80%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

22.03%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.38%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.24%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.56%

Fund Managers

SV

Mr. Sharma VivekAssistant Fund Manager - Equity

Collectively over 15 years of experience in Indian financial markets, primarily in equity research.

UM

Mr. Utsav MehtaVice President - Fund Manager

Over 13 years of experience in Equity market, research and fund management.

VP

Mr. Vinay PahariaAssociate Portfolio Manager

Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

PP

Mr. Puneet PalHead - Fixed Income

Mr. Puneet Pal has over 10 years of experience in asset management. In his position as Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. Puneet was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.

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Compare with similar Funds

PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund - Growth - Direct Plan

vs

PGIM India Midcap Opportunities Fund - Growth - Direct Plan

vs

PGIM India Midcap Opportunities Fund - Growth - Direct Plan

vs

PGIM India Midcap Opportunities Fund - Growth - Direct Plan

vs

PGIM India Midcap Opportunities Fund - Growth - Direct Plan

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PGIM India Midcap Opportunities Fund – Growth- Direct Plan is an open-ended mutual fund scheme. The fund invests at least 65% of its AUM in equity and equity-related securities of mid-cap companies. As per SEBI guidelines, midcap companies are ranked from 101 to 250 on the list of companies based on market capitalisation. The funds are best suited for investors looking for long-term investments of their funds.

PGIM India Midcap Opportunities Fund – Growth- Direct Plan investments are managed by a dedicated team of experts with years of experience in the Indian financial market. Companies with high RoE, consistently positive cash flows and low leverage are given preference by the fund managers. Businesses with effective capital allocation and market dominance are prioritised by portfolio managers to ensure high returns while minimising risk.

The primary goal of the fund is to offer long-term capital appreciation. It offers higher growth potential than large-cap stocks and lesser volatility than small-cap stocks. Being a growth fund, the dividend outflows are minimal. Instead, the profits and gains are reinvested in the portfolio to offer stronger long-term gains.

Highlights of The Fund

Check out the key parameters of PGIM India Midcap Opportunities Fund- Growth-  Direct Plan before you decide to make an investment.

  • Fund House: PGIM India Mutual Fund
  • Fund Type: Open-ended
  • Benchmark Index: NIFTY Midcap 150 Total Returns Index
  • Time Horizon: 3+ years
  • Risk Profile: Very High
  • Fund Manager: Vivek Paharia, Vivek Sharma and Anand Padmanabhan Anjeneyan
  • Current NAV: ₹ 54.05 as of August 24, 2023
  • Fund Size: ₹ 9261.06 crores as of July 31, 2023
  • Minimum Application Amount: ₹5000; multiple of ₹1 after that
  • Minimum Additional Amount: ₹1,000; multiple of ₹1 after that
  • Minimum SIP Investment Amount: ₹1000
  • Minimum Withdrawal: ₹1000
  • Expense Ratio: 41%
  • Exit Load: NIL on redemptions/switch outs of up to 10% units within 90 days after allotment. A 0.5% exit load on redemption/ switch outs of units more than that. Further, no exit load on switch outs between open-ended equity schemes, hybrid schemes and fund of funds schemes as well as after the 90-day period.

Taxation

Tax Implications on PGIM India Midcap Opportunities Fund- Growth- Direct Plan is specified below.

  • 15% Short Term Capital Gains (STCG) tax is applicable on redemptions made within 1 year.
  • 10% Long Term Capital Gains (LTCG) tax is applicable on profits of more than ₹1 lakh upon redemption after a year.
  • No tax is levied on gains up to ₹ 1 lakh upon redemption after a year.
  • Dividend income is added to the investor’s regular income and is subject to regular tax slabs.
  • Dividend income over ₹5,000 in a fiscal year is subject to TDS deductions from the fund house.

Major Holdings

Check out the PGIM India Midcap Opportunities Fund- Growth- Direct Plan’s portfolio details below to get a holistic picture of the scheme.

Portfolio Composition 

  • Number of stocks- 65
  • Share of mid-cap stocks- 6%
  • Share of large-cap stocks- 3%
  • Share of small-cap stocks- 2%
  • Cash, current assets and Gsec- 9%
  • Top 10 holdings- 1%
  • Weighted average market capital- ₹61,544 crore

Top 10 holdings (as on 31st July 2023)

Company

Industry

% to Net Assets

The Phoenix Mills

Realty

3.17

Cholamandalam Investment and Finance Company

Finance

3.17

Tube Investments of India

Auto Components

3.06

Timken India

Industrial Products

3.02

Max Healthcare Institute

Healthcare Services

2.93

Cummins India

Industrial Products

2.91

Abbott India

Pharmaceuticals & Biotechnology

2.60

HDFC Bank

Banks

2.55

Indraprastha Gas

Gas

2.45

Kotak Mahindra Bank

Banks

2.39

 

 

Return History

As of 31st July 2023, the PGIM India Midcap Opportunities Fund – Growth- Direct Plan has offered returns at the following rate.

 

Time Period

Return %

Return Value (INR)

Previous 1 year

12.93

11,301

Previous 3 years

35.76

25,021

Previous 5 years

25.61

26,608

Since Inception

19.09

54,120

Investment Objective: PGIM India Midcap Opportunities Fund- Growth-  Direct Plan

 

Unlike an IDCW plan, which aims to provide regular incomes in the form of dividends to its investors, a growth fund involves as few dividend payouts as possible. The gains are, instead, reinvested in the fund to generate higher returns in the long run.

The primary objectives of the fund are:

  • Offering long-term capital appreciation on the investment.
  • To provide a suitable investment option for long-term investors.
  • Invest in the equity-based securities of mid-cap companies.

 

Minimum Investment and Lock-in Period

The fund accepts a minimum investment of ₹5,000. While the minimum additional investment, SIP investment and withdrawal amount are set at a minimum of ₹1,000.

The lock-in period is the time frame within which the mutual fund house prohibits an investor from redeeming the fund. Although the lock-in period of the scheme is not explicitly stated by PGIM on its website, open-ended funds are usually locked in for a period of three years. An investor can consult the fund house for specific details before investing.

AMC Information

U.S.-based Prudent Financial Inc (PFI) owns PGIM India Mutual Funds. PGIM is a globally renowned name. The company offers a wide range of asset classes, ranging from equities to fixed income to real estate. The investment management firm aims to offer investment solutions to retail and institutional investors. Over 17 active investment professionals manage 22 open-ended funds offered by the fund house. 

  • Official Name: PGIM India Asset Management Private Limited
  • Key Products: Equity Schemes, Hybrid Schemes, Fixed Income Schemes, Fund of Funds
  • Toll-Free Contact: 1800 266 7446
  • Email: care@pgimindia.co.in
  • Official website: pgimindiamf.com
  • Corporate Office: 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,

Bandra (East), Mumbai – 400 051

FAQs

How can I invest in a PGIM India Midcap Opportunities Fund- Growth- Direct Plan?

One can invest in the PGIM India Midcap Opportunities Fund- Growth- Direct Plan through the fund house’s official website. Simply visit www.pgimindiamf.com and click on “Invest Now”.

Can you give a summary of the PGIM India Midcap Opportunities Fund- Growth-Direct Plan?

This open-ended mutual fund scheme is provided by PGIM India Mutual Fund. The fund invests 65% of the AUM in equity and equity related instruments of midcap companies. PGIM has designed this fund with an aim to offer long term capital appreciation to the investors. However, investors must note that the fund’s risk profile is very high. A mutual fund investment should be made after due consideration of all the factors.

Is it risky to invest in this fund?

Very high risks are associated with this mutual fund scheme. This implies that while the fund can offer high returns in favourable market conditions, it can also incur significant losses in unfavourable market conditions.

How does the scheme fare as a long term investment option?

The fund is designed specifically for long-term investments. PGIM suggests an investment horizon of 3+ years to investors seeking long term capital appreciation.

Should I invest in this scheme in 2023?

The decision to invest in a mutual fund entirely depends upon an investor’s current financial standing and future financial goals. The fund, however, is best suited for investors who are willing to commit for longer tenures and bear high risks.

What are the top sectors PGIM India Midcap Opportunities Fund- Growth- Direct Plan has invested in?

The fund has invested the maximum in the Financial (18.61%), Automobile (13.75%) and Capital Goods (10.6%) sectors

What is the asset allocation ratio of the fund?

PGIM India Midcap Opportunities Fund – Growth- Direct Plan has 93.2% funds directed towards equity-based securities and  6.8% funds directed towards debt-based securities.

What is the fund’s expense ratio?

PGIM India Midcap Opportunities Fund- Growth- Direct Plan has an expense ratio of 0.41%.

How to redeem PGIM India Midcap Opportunities Fund- Growth- Direct Plan?

Offline and online methods are available for mutual fund redemptions. An investor can log in to their account on the company’s website and redeem the desired number of units. One can also submit a signed Redemption Request Form to the designated PGIM or the Registrar’s office.

What is the NAV of PGIM India Midcap Opportunities Fund- Growth- Direct Plan?

As of 24th August 2023, the fund’s NAV stands at ₹ 54.05.

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