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PGIM India Midcap Fund - Regular Plan - Growth Option

Category: Equity: Mid Cap Launch Date: 05-12-2013
AUM:

₹ 10,737.51 Cr

Expense Ratio

1.99%

Benchmark

NIFTY Midcap 150 TRI

ISIN

INF663L01DZ4

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Vivek Sharma, Utsav Mehta, Vinay Paharia, Puneet Pal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
PGIM India Midcap Fund - Regular Plan - Growth Option -1.43 11.58 12.09
NIFTY MIDCAP 150 TRI 5.26 21.34 18.31
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
62.72
Last change
0.08 (0.1276%)
Fund Size (AUM)
₹ 10,737.51 Cr
Performance
15.78% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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. However, there is no assurance that the investment objective will be achieved. The Scheme does not guarantee/ indicate any returns.

Fund Manager
Vivek Sharma, Utsav Mehta, Vinay Paharia, Puneet Pal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Clearing Corporation of IndiLtd. 2.66
UNO MINDA LIMITED EQ NEW FV RS. 2/- 2.52
J.K.CEMENT LIMITED EQ 2.48
Bharti Hexacom Limited 2.41
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- 2.4
VISHAL MEGA MART PRIVATE LIMITED EQ 2.23
MANKIND PHARMA LIMITED EQ NEW FV RE. 1/- 2.17
AU SMALL FINANCE BANK LIMITED EQ 2.08
ADITYA BIRLA CAPITAL LIMITED EQ 2.06
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 1.98

Sector Allocation

Sector Holdings (%)
Financial Services 25.43
Capital Goods 13.96
Healthcare 11.11
Automobile and Auto Components 8.11
Consumer Services 7.56
Chemicals 5.34
Consumer Durables 4.42
Fast Moving Consumer Goods 3.21
Information Technology 3.15
Realty 3.14

Peer Comparison

Scheme Name 5Y (%)
PGIM India Midcap Fund Reg Gr 12.09