Mutual Fund Research

PGIM India Midcap Opp Fund-Reg(G)

As on Mar-27-2023 change fund
40.87  up-0.33 (-0.80%)

fund 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 can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.


Investors understand that their principal will be at very high risk

5-Years History
financial year2018-20192019-20202020-20212021-20222022-2023
NAV in Rs (as on 24-Mar-2023)18.3614.3931.2942.3241.20
Net Assets(Rs Crores) (as on 24-Mar-2023) 121.40 123.08 1107.77 4887.32 7707.73
Scheme Returns(%)(Absolute)-5.56-21.84120.5133.33-3.26
B'mark Returns(%)(Absolute)NANANANANA
Category Rank203/26187/2347/21834/20420/31
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Ashok Leyland Ltd.4.22 
The Federal Bank Ltd.4.14 
Cummins India Ltd.4.06 
Kajaria Ceramics Ltd.3.59 
Timken India Ltd.3.58 
ICICI Bank Ltd.3.49 
Oberoi Realty Ltd.3.32 
Max Financial Services Ltd.3.19 
SKF India Ltd.3.10 
Persistent Systems Ltd.3.10 


Mid Cap Fund

Launch Date


Scheme Benchmark


AUM ( in Cr.)


portfolio price to book value


investing style?

Mid Growth

fund manager?

Aniruddha Naha,Sharma Vivek,Puneet Pal

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private8.46
Pharmaceuticals & Drugs7.20
Construction - Real Estate5.45
Finance - NBFC4.71
IT - Software4.13
Diesel Engines4.06

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
PGIM India Midcap Opp Fund-Reg(G)Mid-Growth 02-Dec-20137,707.73-1.9041.8116.28NA16.30
Quant Mid Cap Fund(G)Mid-Growth 26-Feb-20011,550.741.0243.0817.2414.8312.06
SBI Magnum Midcap Fund-Reg(G)Mid-Growth 29-Mar-20058,732.604.2838.6411.8419.0215.75
Edelweiss Mid Cap Fund-Reg(G)Mid-Growth 26-Dec-20072,530.971.8438.3512.3219.6711.09
Union Midcap Fund-Reg(G)Mid-Growth 23-Mar-2020576.93-1.4437.24NANA37.24
HDFC Mid-Cap Opportunities Fund(G)Mid-Growth 25-Jun-200735,009.748.3135.6011.7719.0315.52
Motilal Oswal Midcap Fund-Reg(G)Mid-Growth 24-Feb-20143,769.3010.2235.4914.07NA18.92
Kotak Emerging Equity Fund(G)Mid-Growth 30-Mar-200723,962.944.2435.1113.2319.8813.21
Mirae Asset Midcap Fund-Reg(G)Mid-Growth 29-Jul-20198,753.87-1.4334.46NANA20.68
ICICI Pru Midcap Fund(G)Mid-Growth 28-Oct-20043,492.87-0.4134.019.3217.7216.04
Nippon India Growth Fund(G)Mid-Growth 08-Oct-199513,409.612.1334.0013.2116.6321.33
Aditya Birla SL Midcap Fund(G)Mid-Growth 03-Oct-20023,436.95-6.7832.397.4214.9520.13
UTI Mid Cap Fund-Reg(G)Mid-Growth 30-Jul-20057,077.84-2.1032.179.9518.8614.57
Baroda BNP Paribas Mid Cap Fund-Reg(G)Mid-Growth 02-May-20061,192.04-1.5130.2611.5317.6710.76
Mahindra Manulife Mid Cap Fund-Reg(G)Mid-Growth 30-Jan-20181,060.84-0.5529.8312.14NA10.70
Tata Mid Cap Growth Fund-Reg(G)Mid-Growth 01-Jul-19941,759.67-1.2229.5711.7218.5311.59
Invesco India Midcap Fund(G)Mid-Growth 19-Apr-20072,618.62-0.7328.7012.4218.2114.22
Sundaram Mid Cap Fund-Reg(G)Mid-Growth 19-Jul-20027,048.791.8728.396.9616.4822.77
Franklin India Prima Fund(G)Mid-Growth 01-Dec-19937,359.952.6427.778.5316.8718.46
Taurus Discovery (Midcap) Fund-Reg(G)Mid-Growth 05-Sep-199474.20-0.6526.939.4616.337.06
HSBC Midcap Fund-Reg(G)Mid-Growth 09-Aug-20046,980.71-0.2126.807.3518.2117.39
IDBI Midcap Fund(G)Mid-Growth 25-Jan-2017176.01-4.7726.106.01NA7.20
Axis Midcap Fund-Reg(G)Mid-Growth 18-Feb-201118,920.41-5.1524.7713.6217.9116.38
DSP Midcap Fund-Reg(G)Mid-Growth 14-Nov-200613,213.27-5.2922.038.0516.8113.60
ITI Mid Cap Fund-Reg(G)Mid-Growth 05-Mar-2021416.662.55NANANA3.76
Canara Rob Mid Cap Fund-Reg(G)Mid-Growth 02-Dec-2022971.62NANANANA-6.00
JM Midcap Fund-Reg(G)Mid-Growth 21-Nov-2022112.00NANANANA-4.00
WOC Mid Cap Fund-Reg(G)Mid-Growth 07-Sep-2022486.10NANANANA-6.60
Bandhan Midcap Fund-Reg(G)Mid-Growth 18-Aug-2022625.64NANANANA-5.72
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