PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 2 December, 2013. The fund is managed by Vivek Sharma, Puneet Pal, Aniruddha Naha. The fund could potentially beat inflation in the long-run.
1) PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has a NAV of ₹39.54 as on 03-02-2023.
2) PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹7558 Cr worth of assets under management (AUM) as on 31-12-2022 and is more than category average.
3) The fund has an expense ratio 0.44 %.
Expense ratio | 0.44% |
Benchmark | S&P BSE Midcap TR INR |
AUM | ₹7558 Cr |
Inception Date | 2 December, 2013 |
Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 0.5% |
Lock In | No Lock-in |
TurnOver | 115.45% |
PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | -3.28% | -3.28% |
6 Month Returns | -0.5% | -0.5% |
1 Year Returns | -2.95% | -2.95% |
3 Years Returns | 132.59% | 32.49% |
5 Years Returns | 126.85% | 17.8% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl | -3.73 | 9.81 | 5.39 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.89 | 0.91 | 0.92 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl | -0.27 | 1.09 | 0.59 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
PGIM India Midcap Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 17.12 | 24.7 | 22.32 |
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Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.