Pgim India Midcap Opportunities Fund Idcw Direct Plan

50.84
NAV (Mar 28,2024)

Discover the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan, a lucrative investment option. With expenses ratio of 0.42, this fund has a PE ratio of 57.87 and a PB ratio of 11.12. Established on December 2, 2013, this fund has an asset under management of INR 10,043.29. With a minimum investment requirement of INR 5,000, this plan offers investors a promising opportunity to capitalize on midcap stocks.

Pgim India Midcap Opportunities Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Midcap Opportunities Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    57.87
  • P/B Ratio
    UM_URBAN_MONEY

    11.12
  • Alpha
    UM_URBAN_MONEY

    -0.05
  • Beta
    UM_URBAN_MONEY

    0.77
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.42%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

10043.29 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 Mar 29, 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 %)

10,230.21 (2.30%)11,053.89 (10.54%)13,296.59 (32.97%)18,315.26 (83.15%)31,941.99 (219.42%)
30,690.63 (2.30%)33,161.67 (10.54%)39,889.77 (32.97%)54,945.78 (83.15%)95,825.97 (219.42%)
51,151.05 (2.30%)55,269.45 (10.54%)66,482.95 (32.97%)91,576.3 (83.15%)1,59,709.95 (219.42%)
81,841.68 (2.30%)88,431.12 (10.54%)1,06,372.72 (32.97%)1,46,522.08 (83.15%)2,55,535.92 (219.42%)
1,02,302.1 (2.30%)1,10,538.9 (10.54%)1,32,965.9 (32.97%)1,83,152.6 (83.15%)3,19,419.9 (219.42%)

Calculate Your Mutual Fund Returns

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Total investment

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Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Max Healthcare Institute Ltd3.12%
  • The Phoenix Mills Ltd3.03%
  • Tube Investments Of India Ltd2.78%
  • TVS Motor Company Ltd2.76%
  • Treps Reverse Repo2.66%
  • Dixon Technologies India Ltd2.61%
  • Cholamandalam Investment & Finance Company Ltd2.60%
  • HDFC Bank Ltd2.43%
  • Timken India Ltd2.27%
  • Kotak Mahindra Bank Ltd2.27%
  • Persistent Systems Ltd2.24%
  • UNO Minda Ltd2.18%
  • Poonawalla Fincorp Ltd2.14%
  • JK Cement Ltd2.09%
  • Page Industries Ltd2.04%
  • Sona BLW Precision Forgings Ltd2.01%
  • Navin Fluorine International Ltd1.97%
  • Indraprastha Gas Ltd1.95%
  • P I INDUSTRIES LIMITED1.89%
  • Max Financial Services Ltd1.83%
  • HDFC Asset Management Company Ltd1.70%
  • SKF India Ltd1.66%
  • Creditaccess Grameen Ltd1.65%
  • Container Corporation Of India Ltd1.60%
  • Solar Industries India Ltd1.58%
  • Coforge Ltd1.58%
  • Vedant Fashions Ltd1.58%
  • Syngene International Ltd1.56%
  • Abbott India Ltd1.51%
  • Balkrishna Industries Ltd1.51%
  • The Indian Hotels Company Ltd1.50%
  • Devyani International Ltd1.42%
  • Astral Ltd1.42%
  • Motherson Sumi Wiring India Ltd1.40%
  • CG Power and Industrial Solutions Ltd1.40%
  • VARUN BEVERAGES LIMITED1.35%
  • Mankind Pharma Ltd1.35%
  • Supreme Industries Ltd1.34%
  • L&T Technology Services Ltd1.29%
  • Oberoi Realty Ltd1.25%
  • Escorts Kubota Ltd1.24%
  • Info Edge India Ltd1.15%
  • InterGlobe Aviation Ltd1.10%
  • Laurus Labs Ltd1.08%
  • Central Depository Services I Ltd1.07%
  • Dr Lal Path Labs Ltd1.00%
  • Metro Brands Ltd0.96%
  • United Spirits Ltd0.95%
  • ZF Commercial Vehicle Ctrl Sys Ind Ltd0.93%
  • Bata India Ltd0.93%
  • Mphasis Ltd0.85%
  • Zomato Ltd0.81%
  • Vinati Organics Ltd0.76%
  • CRISIL Ltd0.75%
  • Narayana Hrudayalaya ltd0.72%
  • APL Apollo Tubes Ltd0.71%
  • Kajaria Ceramics Ltd0.71%
  • SBI Cards & Payment Services Ltd0.71%
  • Clean Science and Technology Ltd0.70%
  • Happiest Minds Technologies Ltd0.69%
  • Blue Star Ltd0.67%
  • Sumitomo Chemical India Ltd0.63%
  • AU Small Finance Bank Ltd0.58%
  • Bharat Rasayan Ltd0.57%
  • Aavas Financiers Ltd0.52%
  • Multi Commodity Exchange Of India Ltd0.49%
  • Havells India Ltd0.48%
  • Triveni Turbine Ltd0.48%
  • Cello World Ltd0.43%
  • Schaeffler India Ltd0.40%
  • Grindwell Norton Ltd0.25%
  • DAYS TBILL RED0.20%
  • Global Health Ltd0.11%
  • Net Receivables Payables-0.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

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

EQUITY

Very High

30.82%

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

27.48%

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

EQUITY

Very High

26.34%

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

EQUITY

Very High

25.03%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.21%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

23.41%

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

EQUITY

Very High

23.16%

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

EQUITY

Very High

22.87%

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

EQUITY

Very High

17.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

54.62%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

51.21%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

49.39%

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

EQUITY

Very High

48.70%

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

EQUITY

Very High

44.66%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

44.42%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

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

EQUITY

Very High

42.78%

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

EQUITY

Very High

41.49%

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

EQUITY

Very High

39.35%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

30.81%

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

EQUITY

Very High

30.15%

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

EQUITY

Very High

26.15%

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

EQUITY

Very High

25.87%

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

EQUITY

Very High

25.70%

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

EQUITY

Very High

25.06%

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

EQUITY

Very High

23.68%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

22.86%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

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

EQUITY

Very High

17.74%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

25.77%

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

EQUITY

Very High

25.60%

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

EQUITY

Very High

23.07%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

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

EQUITY

Very High

22.96%

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

EQUITY

Very High

22.57%

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

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.09%

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

EQUITY

Very High

19.93%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

Fund Managers

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.

AA

Mr. Anandha Padmanabhan AnjeneyanFund Manager

March 2019 onwards: AVP- Research with PGIM India Asset Management Pvt LtdMay 2018 to March 2019: Senior Research Analyst with Renaissance Investment Managers Private LimitedSeptember 2009 to May 2018: With Canara Robeco AMC Ltd. - Last Position Held - Equity Research Analyst

UM

Mr. Utsav MehtaVice President - Fund Manager

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

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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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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PGIM India Midcap Opportunities Fund - IDCW - Direct Plan

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

The PGIM India Midcap Opportunities Fund – professionals manage IDCW Direct Plan with decades of experience in Indian financial markets. Being an Income Distribution Cum Capital Withdrawal Scheme (IDCW), the fund pays periodic dividends to its investors.

The fund’s top 40% investments are directed towards companies with stable earrings, the next 40% towards companies with strong earnings growth and the remaining 20% towards companies with strong growth potential.

Highlights of the Fund

Check out the characteristic features of PGIM India Medicap Opportunities Fund – IDCW Direct Plan for a holistic understanding.

  • Fund House: PGIM India Mutual Fund
  • Benchmark Index: NIFTY Midcap 150 TRI
  • Time Horizon: 4+ years
  • Risk Profile: Very High
  • Fund Manager: Vivek Paharia, Vivek Sharma and Puneet Pal
  • Current NAV: 44.53
  • Fund Size: Rs, 9261.06 crores as of July 31, 2023.
  • Minimum Application Amount: 5000; multiple of Re. 1 after that
  • Minimum Additional Amount: 1,000; multiple of Re. 1 after that
  • Minimum Withdrawal: 1000
  • Exit Load: 50% on redemption within 90 days of purchase.

Tax Deductions

The tax treatment of PGIM India Midcap Opportunities Fund – IDCW Direct Plan is highlighted below. The given tax rates do not include any cess/surcharge.

  • Upon redeeming within one year of purchase, a 15% short-term capital gain tax will be applicable.
  • Upon redeeming after one year, a 10% long-term capital gain tax applicable on capital gains exceeding 1 lakh.
  • The dividend income from this fund adds up to the investor’s total income and is subject to tax deductions as per regular income slabs.
  • Dividend incomes exceeding Rs. 5,000 a year are subject to a 10% TDS from PGIM.

Major Holdings

The PGIM India Midcap Opportunities Fund – IDCW Direct Plan’s portfolio division stands as follows:

  • Equity Funds – 93.2%
  • Debt Funds – 6.8%

Refer to the table below for the fund’s top stock holdings.

Company

Sector

% to Net Assets

Return ( 1 year)

The Pheonix Mills

Realty

3.17

30.3%

Cholamandalam Investment and Finance Company

Finance

3.10

33.1%

Tube Investments of India

Automobile

3.06

N/A

Timken India

Industrial Products

3.02

9.98%

Max Healthcare Institute

Healthcare

2.93

N/A

Cummins India

Industrial Products

2.91

39.12%

Abbott India

Pharmaceuticals and Biotech

2.60

26.28%

HDFC Bank

Finance

2.55

9.00%

Indraprastha Gas

Energy

2.45

3.11%

Kotak Mahindra Bank

Finance

2.39

-2.70%

Return History

The returns offered by PGIM India Midcap Opportunities Fund – IDCW Direct Plan as of June 30, 2023, are specified below.

 

Return/ Time

1 year

3 years

5 years

Since launch

Trailing Returns (%)

9.74

33.52

21.52

18.93

Category Returns (%)

20.32

29.47

15.2

N/A

Investment Objective – PGIM India Midcap Opportunities Fund, IDCW Direct Plan

The scheme primarily aims to ensure long-term capital gains for its investors. Fund managers invest predominantly in equity and equity-related instruments of mid-cap companies. The fund invests in companies with good capital allocation, sector dominance or financially strong competitors of established players. The fund’s stock selection is based on high RoE, consistent positive cashflows and low leverage.

Minimum Investment and Lock-in Period

PGIM India Midcap Opportunities Fund – IDCW Direct Plan requires a minimum investment of Rs. 5000. The additional investments and SIP investments in the fund can be started with a minimum of Rs. 1000. 

The lock-in period refers to the period during which the AMC prohibits an investor from redeeming the fund. Usually, the lock-in period of open-ended funds is set at three years. PGIM does not explicitly provide official information regarding this scheme’s lock-in period. However, an exit load of 0.50% is applicable on the redemption of units within 90 days of allotment. No exit load is applicable on redemption after 90 days of allotment.

AMC Details

PGIM India Mutual Funds is owned by the US-based global investment management company Prudential Financial Inc (PFI). In India, PGMI’s network has expanded over 27 cities. The asset management company offers its retail and institutional investors wide-ranging asset classes. Industry experts manage investments with years of financial expertise and experience. 

  • Official Name: PGIM India Asset Management Private Limited
  • Key Products: Equity Schemes, Fixed Income Schemes, Hybrid Schemes, Fund of Funds
  • Toll-Free Contact: 1800 266 7446
  • Official website: pgimindiamf.com
  • Email: care@pgimindia.co.in
  • 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 - IDCW - Direct Plan?

One can invest in PGIM’s IDCW midcap fund through the company’s official website. One can log onto https://www.pgimindiamf.com/ to invest in their mutual fund scheme.

What do you think about the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

The fund is specifically designed for high-risk-bearing investors seeking a long-term investment plan. As a midcap fund, the investments are made in the companies listed from 101 to 250 in the SEBI list. The scheme enjoys a positive reputation in Indian financial markets. As an IDCW fund, the scheme provides regular passive income to its investors through dividends.

What’s the risk profile of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

The midcap fund’s degree of risk is very high. The scheme can yield high returns in favourable market conditions but incur high losses in times of market volatility.

Is PGIM India Midcap Opportunities Fund - IDCW - Direct Plan a good option for long-term investment?

The primary motive of the scheme is to offer capital appreciation in the long run. The suggested investment horizon of the fund is said to be more than four years. Therefore, the scheme is tailor-made for long-term investments.

Should we invest in the PGIM India Midcap Opportunities Fund - IDCW - Direct Plan in 2023?

One’s financial circumstances dictate mutual fund investments. Risk profile, scheme tenure, nature of investments and investor’s objective are important factors. Moreover, one should consult their financial advisors before making any investment.

What are the major areas in which PGIM India Midcap Opportunities Fund - IDCW - Direct Plan has invested?

The fund has invested the maximum in the financial sector (18.61%), followed by Automobile(13.75%), Industrial Products (10.69%) and Chemicals (9.01%).

 

How can I redeem PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

PGIM’s mutual funds can be redeemed using online and offline modes. A fundholder can redeem their funds by logging in on PGIM’s website. Further, an investor can sign the Redemption Request Form and submit it to the designated PGIM or the Registrar’s office

What is the Net Asset Value of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

As of August 14, 2023, the fund’s NAV stands at Rs. 44.53.

What is the PE and PB ratio of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

The PE ratio of PGIM India Midcap Opportunities Funs – IDCW – Direct Plan is 24.83. At the same time, the PB ratio stood at 3.81 on June 30, 2023. The figures may change and get updated with time.

What is the expense ratio of PGIM India Midcap Opportunities Fund - IDCW - Direct Plan?

The fund’s expense ratio stood at 0.42% on June 30, 2023.

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