- Mutual Funds
- PGIM India Mutual Fund
- PGIM India Midcap Opportunities Fund (G)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 66.11
NAV (Oct 15)
Fund Returns
Last 1Y | 34.5% |
Last 3Y | 13.9% |
Last 5Y | 31.3% |
Last 10Y | 17.5% |
Since Inception | 18.9% |
6 Month CAGR | 19% |
Scheme Information
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Expense Ratio | 1.7 |
Launched (0y ago) | 1.7 |
AUM in Crores | 11700.1 |
ISIN | INF663L01DZ4 |
Lock-in | - |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Midcap Opportunities Fund (G) | 16,71,884 | 9,39,272 | 31.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
4.5%Dixon Technologies (India) Ltd.
3.1%Max Healthcare Institute Ltd.
2.9%UNO Minda Ltd.
2.8%Persistent Systems Ltd.
2.6%Allocation by Sector
Automobile
13.7%Financial
13.4%Services
11.4%Healthcare
10.4%Capital Goods
9.5%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
PGIM India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.3% | 10.7% | ||
13.9% | 18.9% | ||
9.7% | 14.4% | ||
5.6% | 7.7% | ||
13.3% | 15.1% |
PGIM India Midcap Opportunities Fund (G) Review
PGIM India Midcap Opportunities Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 18.934% over a period of 10 years. The fund is managed by PGIM India Mutual Fund. The fund managers are Anandha Padmanabhan Anjeneyan, Puneet Pal, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Midcap Opportunities Fund (G) as of 10/15/2024 is ₹66.11 with the total AUM as of 10/16/2024 is ₹11700.0891. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Midcap Opportunities Fund (G) was launched on 2013-12-02. The category risk of the fund is Average.
The minimum SIP amount for PGIM India Midcap Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
PGIM India Midcap Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
It is rated as a 3 fund in Equity and delivered 34.519% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Midcap Opportunities Fund (G).
Frequently Asked Questions
What is PGIM India Midcap Opportunities Fund (G)?
How to invest in PGIM India Midcap Opportunities Fund (G)?
You can invest in PGIM India Midcap Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of PGIM India Midcap Opportunities Fund (G)?
The minimum sip amount for PGIM India Midcap Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Midcap Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the PGIM India Midcap Opportunities Fund (G)?
The expense ratio of the PGIM India Midcap Opportunities Fund (G) is 1.7% for regular plan.
What is the NAV of PGIM India Midcap Opportunities Fund (G)?
Today's PGIM India Midcap Opportunities Fund (G) NAV is ₹66.11.