Pgim India Midcap Opportunities Fund Regular Plan Idcw

23.32
NAV (Apr 19,2024)

The PGIM India Midcap Opportunities Fund - Regular Plan - IDCW offers investors the chance to tap into the potential of India's midcap companies. With an expense ratio of 1.71% and an established date of 2013-12-02, this fund has a minimum investment requirement of INR 5,000. With a Price to Earnings ratio of 57.87 and a Price to Book ratio of 11.12, this fund has the potential for attractive returns. Its scheme assets under management stand at INR 10,043.29.

Pgim India Midcap Opportunities Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Midcap Opportunities Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    61.12
  • P/B Ratio
    UM_URBAN_MONEY

    11.24
  • Alpha
    UM_URBAN_MONEY

    -0.03
  • Beta
    UM_URBAN_MONEY

    0.72
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.72%

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 20, 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 %)

10,305.39 (3.05%)11,169.42 (11.69%)12,866.19 (28.66%)17,275.11 (72.75%)29,703.15 (197.03%)
30,916.17 (3.05%)33,508.26 (11.69%)38,598.57 (28.66%)51,825.33 (72.75%)89,109.45 (197.03%)
51,526.95 (3.05%)55,847.1 (11.69%)64,330.95 (28.66%)86,375.55 (72.75%)1,48,515.75 (197.03%)
82,443.12 (3.05%)89,355.36 (11.69%)1,02,929.52 (28.66%)1,38,200.88 (72.75%)2,37,625.2 (197.03%)
1,03,053.9 (3.05%)1,11,694.2 (11.69%)1,28,661.9 (28.66%)1,72,751.1 (72.75%)2,97,031.5 (197.03%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

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)

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%

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

EQUITY

Very High

27.06%

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%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

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

EQUITY

Very High

19.28%

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

EQUITY

Very High

18.58%

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

EQUITY

Very High

16.95%

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

EQUITY

Very High

14.34%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

60.05%

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

EQUITY

Very High

54.62%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

52.88%

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

EQUITY

Very High

50.94%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.98%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

44.31%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

42.96%

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

EQUITY

Very High

40.27%

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)

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

EQUITY

Very High

30.15%

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

EQUITY

Very High

26.74%

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%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

24.46%

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

EQUITY

Very High

22.63%

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

19.25%

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

EQUITY

Very High

17.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Mid Cap Fund - GrowthQuant Mid Cap Fund - Growth

EQUITY

Very High

30.14%

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

23.33%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

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

EQUITY

Very High

22.77%

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

20.33%

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

EQUITY

Very High

18.92%

LIC MF Midcap Fund - GrowthLIC MF Midcap Fund - Growth

EQUITY

Very High

17.79%

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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