PGIM India Midcap Opportunities Fund - Regular Plan - Growth

NAV 55.99(-2.00%)
Feb 14, 2025
PGIM India Midcap Opportunities Fund - Regular Plan - Growth
AUM
₹10,459 Cr
Expense (%)
1.70
Turnover (%)
41.00
Benchmark
Nifty Midcap 150 - TRI
Asset Quality
Mid, Green
Differs from benchmark (%)
63.51

Decision Maker

1. Right Fund

Performance
Quality

2. Right Time

Benchmark
Debt Fund
8%
Likely Future 5 Year CAGR.

3. Right Allocation

Will this Fund help diversify your portfolio?

3Yr Rolling Returns(%)

Benchmark# : Nifty Midcap 150

Performance Summary - 10 Year X-Ray

Dec' 15Dec' 16Dec' 17Dec' 18Dec' 19Dec' 20Dec' 21Dec' 22Dec' 23Dec' 24YTD
NAV(₹)
15.5815.3721.0517.6618.2927.1444.4543.7152.8263.8955.99
AUM(Cr.)
169.75137.10145.61110.49132.56603.544069.767557.9610043.3011284.5310459.70
Benchmark# BM# Returns(%)
-----0.2824.3846.812.9743.6823.80-13.22
Fund Returns(%)
7.89-1.3536.96-16.103.5748.3963.78-1.6620.8420.96-12.37
Implied  Investor Returns(%) IR(%)
9.62-1.0935.79-14.303.89115.9375.513.9520.0820.85-59.09
Alpha(%)  (Returns over Benchmark)
----3.8524.0116.97-4.63-22.84-2.840.85
Expense Ratio(%)
2.902.632.622.862.512.632.131.931.711.701.70

CAGR

9 Year5 Year3 Year1 Year
Benchmark# BM# Returns(%)
-24.4120.2610.99
Fund Returns(%)
16.9924.8110.6211.75
Implied  Investor Returns(%) IR
15.6315.6614.2211.48
                                                                                                                                                            Benchmark# is Nifty Midcap 150

PGIM India Midcap Opportunities Fund Review : 15 Feb 2025

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap Fund with an 10,460(Cr) AUM. It is Open Ended scheme launched on 02 Dec 2013. Currently, Sharma Vivek and Utsav Mehta as the fund managers managing the fund. Benchmark of the scheme is Nifty Midcap 150 - TRI.

1. How has the PGIM India Midcap Opportunities Fund Performed in the past? 17

  • On a 3-year rolling returns basis It has not outperformed the Benchmark consistently..
  • The fund has delivered a 3, 5 and 9 year average rolling returns of 17.89%, 16.52%, and 16.30% with a standard deviation of 12.56%, 8.06%, and 0.82% respectively.
  • It has demonstrated CAGR of 10.62%, 24.81%, and 16.99% over 3, 5 and 9 years.
  • The Average 3, 5 and 9 year rolling Alpha is 1.12%, 2.69%, and 0.47%.
  • For last 5 years, Investors have earned less returns than the Fund. This may indicate that Investors in the fund were not aligned to the investing process followed by the fund.

2. How is the Quality of PGIM India Midcap Opportunities Fund? Q

Fund's Portfolio Quality is Very Good. It has a large proportion of Green Stocks.
  • Portfolio Composition

    The fund is 96% in equity and hold 76 number of stocks. The Top 3 stocks are Dixon Technologies, Persistent Systems and Max Healthcare Inst and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively. Top three sectors of funds are BFSI, Healthcare and Auto accounting for 38% of the total portfolio.
  • 3. Should you SIP in PGIM India Midcap Opportunities Fund? 17 Q

    • You should look for a fund with better more consistent performance track record.
    • Fund's returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Fund’s portfolio is significantly different.
    • You need to look at the other funds in your portfolio and ensure this fund helps diversify your portfolio meaningfully.
    • Before investing a large lumpsum amount in a fund you need to assess its Upside Potential. You can contact us for advice.

    4. What are the Risks in the PGIM India Midcap Opportunities Fund?

    • PGIM India Midcap Opportunities Fund is likely to perform reasonably well in both a rising and falling markets.
    • The Fund has fallen harder, but not recovered faster than its Benchmark.

    Underlying Asset Quality & Valuation

    Underlying Asset Quality Valuation(%)
    Underlying Asset Valuation (%)

    Peer Comparison on returns

    Upside and Downside Capture Ratio

    1 Year3 Year5 Year9 Year
    Upside %
    996993-
    Downside %
    414430-

    Statistical Measure*

    Mean Std Dev Sharpe Sortino Beta Alpha
    Fund
    0.03%0.880.010.020.880.85%
    Benchmark#
    0.04%1.030.020.030.88-
    *Based on daily returns for past 1 year.

    Mean and Standard Deviation

    Average Rolling Return Standard Deviation
    1 Year 3 Year5 Year9 Year1 Year3 Year5 Year9 Year
    Fund
    20.6517.8916.5216.3030.8412.568.060.82
    Benchmark#
    21.8116.7713.8315.6427.9411.637.560.58
    Drawdown and Recovery Period

    No Data Found

    Top 10 Holdings

    Company (Q)Sector% Assets
    3.88
    Healthcare3.58
    IT3.52
    Consumer Durables3.16
    Construction & Infrastructure2.53
    Chemicals2.49
    Auto2.2
    Travel & Hospitality2.16
    FMCG2.08
    BFSI2.05

    Fund Overview PGIM India Midcap Opportunities Fund - Regular Plan - Growth

    Launch Date
    02 Dec 2013
    Benchmark
    Nifty Midcap 150 - TRI
    Performance comparison Benchmark#
    Nifty Midcap 150
    Riskometer
    Very High
    Turnover
    41%
    Type
    Open ended scheme
    Return Since Launch
    17.70%
    Min. Investment
    5000.00
    Min. Additional investment Min. Add. inv.
    1000.00
    Min. SIP
    1000.00
    Min. Cheques
    5
    Min. Withdrawal
    1000.00
    Exit Load
    0.50%
    Remark
    0.50% on or before 90D, Nil after 90D
    PortfolioCompare

    FAQ : PGIM India Midcap Opportunities Fund - Regular Plan - Growth

    PGIM India Midcap Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

    1 Year 3 Year 5 Year 9 Year
    CAGR(%) 11.75 10.62 24.81 16.99
    Average Rolling Returns(%) 20.65 17.89 16.52 16.30

    The Current NAV of PGIM India Midcap Opportunities Fund - Regular Plan - Growth is ₹55.99.

    You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

    PGIM India Midcap Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 1.70%

    The process for redemption is

    • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
    • You will get information about the redemption and the NAV at which redeemed.
    • The amount will be deposited in the designated bank account.

    The AUM of PGIM India Midcap Opportunities Fund - Regular Plan - Growth is currently ₹10,460 Crores.

    The Top three stocks are Max Healthcare Inst, Persistent Systems and Dixon Technologies and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively.

    Top three sectors of PGIM India Midcap Opportunities Fund - Regular Plan - Growth fund are BFSI, Healthcare and Auto accounting for 38% of the total portfolio.

    Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

    The category of PGIM India Midcap Opportunities Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

    Sharma Vivek and Utsav Mehta manage the PGIM India Midcap Opportunities Fund - Regular Plan - Growth Fund.

    PGIM India Midcap Opportunities Fund - Regular Plan - Growth current PE ratio is 63.69 and PB ratio is 11.27

    The asset allocation of PGIM India Midcap Opportunities Fund - Regular Plan - Growth is Stocks : 96.27%, Debt : 3.73% and Gold : 0%

    The minimum SIP amount for PGIM India Midcap Opportunities Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00

    The exit load for PGIM India Midcap Opportunities Fund - Regular Plan - Growth is 0.50% on or before 90 days, Nil after 90 days

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