Unlock Mid Cap Potential with PGIM India Mid Cap Opportunities Fund

The PGIM India Mid Cap Opportunities Fund is a great option for investors looking to tap into the growth potential of mid-cap companies. This fund is designed to provide long-term capital appreciation by investing in a mix of mid-cap stocks.

The fund's investment strategy focuses on identifying undervalued mid-cap companies with strong growth prospects. By doing so, it aims to deliver consistent returns to its investors.

The fund's portfolio is managed by experienced professionals who have a deep understanding of the Indian equity market. They use a combination of fundamental and quantitative analysis to select stocks for the fund.

The PGIM India Midcap Opportunities Fund has a minimum investment requirement of Rs. 5,000.00.

To invest in this fund, you can make a lump sum investment of Rs. 5,000.00 or start a Systematic Investment Plan (SIP) with a minimum investment of Rs. 1,000.00 per month.

You can also add to your investment with a minimum additional investment of Rs. 1,000.00. To withdraw your investment, you'll need to have a minimum balance of Rs. 1,000.00.

The investment objective of this fund is to achieve long-term capital appreciation by investing in mid cap companies. This means the fund aims to grow your investment over time by investing in companies that are considered mid-sized.

The fund focuses on equity and equity-related instruments, which are essentially shares and derivatives of mid cap companies. This is a key aspect of its investment strategy.

The fund's benchmark is the NIFTY Midcap 150 Total Return Index. This index serves as a reference point to measure the fund's performance against a specific market standard.

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The PGIM India Midcap Opportunities Fund Regular-Growth Investment Details are worth noting. The minimum investment required is Rs. 5,000.00, while the minimum additional investment is Rs. 1,000.00.

You can invest as little as Rs. 1,000.00 through a Systematic Investment Plan (SIP), which is a great way to start investing. The minimum withdrawal amount is also Rs. 1,000.00.

Here's a breakdown of the exit load: an exit load of 0.5% is applicable if you redeem your investment within 90 days.

The pgim india mid cap opportunities fund has been performing well over the years. Its 1-year returns are 6.8%.

Looking at the fund's performance over different time periods, we can see that it has consistently delivered strong returns. The 3-year returns are 12.3%, and the 5-year returns are a impressive 24.7%.

One way to gauge the fund's performance is to compare it to its category average. The 1-year category average is 4.3%, while the 3-year category average is 18.1%. The 5-year category average is 21.3%.

Here's a summary of the fund's performance metrics:

The fund's 1-year returns are significantly higher than the category average, which is a good sign. However, its 3-year returns are lower than the category average, indicating some volatility.

The expense ratio of PGIM India Mid Cap Opportunities Fund is 1.96%, which is slightly higher than the average expense ratio of equity funds in India. This means that for every ₹100 you invest, ₹1.96 will be deducted as the fund's management fee.

On a similar theme: What Are Good Expense Ratios for Mutual Funds

PGIM India Mid Cap Opportunities Fund charges an exit load of 1% if you redeem your units within 365 days of investment. If you hold your units for more than a year, there's no exit load, which means you can withdraw your money without any penalty.

The fund's performance is not significantly impacted by taxes, as it's an equity fund and only 10% of the long-term capital gains are taxable. However, it's essential to consider taxes when making investment decisions, especially for large investments or those with a long investment horizon.

The pgim india mid cap opportunities fund has a management fee that is a percentage of the fund's assets, used for administrative, management, advertising, and other expenses.

This fee is a cost that you'll incur as an investor, but it's a necessary one to ensure the fund is managed effectively.

The management fee is a key consideration when evaluating the fund's overall performance and value.

On a similar theme: Expense Ratio vs Management Fee

The PGIM India Midcap Opportunities Fund has some notable risk and return metrics. Its one-year return is 7.56%, which is lower than the category average of 18.50%.

The fund's standard deviation is 14.60, indicating that its returns are more volatile compared to the broader market. In contrast, its beta is 0.83, which means it's less sensitive to market ups and downs.

Here are some key risk and return ratios for the fund compared to its category:

The return on investment is a crucial aspect of any fund, and the PGIM India Midcap Opportunities Fund is no exception. The fund's 1-year return stands at 7.56%, which is a respectable figure considering the market fluctuations.

The 3-year return is even more impressive, with a growth of 12.68%. This indicates that the fund has been consistently performing well over the long term.

However, the 5-year return is where the fund truly shines, with a whopping 25.06% growth. This is a testament to the fund manager's ability to make informed investment decisions.

Here's a breakdown of the fund's returns over different time periods:

The fund's expense ratio is 0.47%, which is subtracted from the annual returns to give the net returns to investors. This is a relatively low expense ratio compared to other funds in the category.

The fund's standard deviation is 14.6, which indicates that the fund's returns are more volatile compared to the broader market.

In the world of investing, it's essential to compare different schemes to make informed decisions. Peer comparison is a crucial aspect of this process, allowing you to evaluate the performance of various funds.

The PGIM India Midcap Opportunities Fund Regular-Growth has a net asset value (NAV) of Rs. 57.04 per unit.

Motilal Oswal Midcap Fund Regular-Growth has the highest NAV among the schemes listed, at Rs. 93.26 per unit.

HDFC Mid-Cap Opportunities Fund-Growth has a significant amount under management, with an asset under management (AUM) of Rs. 73,510.09 crore.

Here's a comparison of the schemes' performance over different time periods:

Risk Ratio is another crucial aspect to consider when evaluating schemes.

The pgim india mid cap opportunities fund has a solid track record of performance, with historical returns that demonstrate its potential for growth.

Historical returns are a key factor in evaluating the fund's performance, and pgim india mid cap opportunities fund has consistently delivered strong results.

Here's a breakdown of the fund's historical returns:

The fund's performance in down markets is also worth noting, as it can provide insight into its resilience during times of market volatility.

The fund's performance in up markets is another key factor, as it can indicate its potential for growth during times of market expansion.

Overall, the pgim india mid cap opportunities fund has demonstrated a strong ability to perform well in various market conditions.

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The PGIM India Midcap Opportunities Fund has a Returns calculator that can help you understand the potential returns on your investment. This calculator is a useful tool for investors who want to know how their money can grow over time.

With a total investment of ₹12 lakh, the fund has shown a profit of ₹12 lakhs, which is a significant return on investment.

The total corpus of the fund is ₹1 lakh, which is a testament to the fund's growth over time.

The absolute return of the fund is 52.69%, which means that the fund has grown by 52.69% over a certain period.