Overview (as on 07 May 2021)

NAV

₹36.1

1y returns

111.854%

Fund AUM

₹1,108 Cr

Expense Ratio

0.49%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
28.83%
Tech
18.72%
Basic Materials
17.93%
Financial Services
15.03%
Consumer
11.07%
Health
5.91%
Real Estate
1.42%
Communication
1.08%
Size Breakup
Mid Cap
79.07%
Small Cap
14.67%
Large Cap
6.26%

Key Metrics

Beta 

0.86

Std deviation 

21.84%

Sharpe Ratio 

0.66

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
PGIM India Midcap Opportunities Fund Direct Growth
Scheme Document
Exit Load

For 0 - 90 Days: 0.5%

After 90 Days : 0%

Plan Started
02 December, 2013
Fund Manager
Aniruddha Naha
Fund House Details
Fund House
PGIM India Asset Management Private Limited
Email
NA
Phone
+912222074411
Address
PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,

Other Related Plans

Peer Funds

PGIM India Midcap Opportunities Fund Direct Growth

NAV

₹36.1

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Aniruddha Naha
Aniruddha Naha

leader

Qualifications
Master in Finance & Control
Work Experience
"Aniruddha Naha has over 17 years of experience in finance industry. Prior to joining DHFL, he was employed at the Union Bank of India and Avendus Wealth . He also worked as a fund manager for DSP Blackrock, Mirae Asset and IDFC."

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