PGIM India Midcap Opportunities Fund
(Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)


Key Features

Benchmark Index
Benchmark Index

NIFTY Midcap 150 TRI

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5,000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
Exit Load

For Exits within 90 days from date of allotment of units : 0.50%.
For Exits beyond 90 days from date of allotment of units : NIL

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Scheme Overview

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

 

Investment Strategy

The fund predominantly invests in midcap stocks in accordance with the investment objective and asset allocation. Fund Manager will select equity securities on a top-down and bottom–up, stock–by–stock basis, with consideration given to price–to–earnings, price–to–book, and price–to–sales ratios, as well as growth, margins, asset returns, and cash flows, amongst others. Stocks are selected on the basis of, amongst others, the historical and current financial condition of the company, potential value creation/unlocking of value and its impact on earnings growth, capital structure, business prospects, policy environment, strength of management, responsiveness to business conditions, product profile, brand equity, market share, competitive edge, research, technological know–how and transparency in corporate governance.


Introduction :

  • Mid Cap firms are those companies that are ranked in the middle - above small caps and below Large Caps, in terms of market capitalisation. Mid Cap Funds invest in the universe of companies that are ranked 101st to 250th in market capitalisation.
  • If you are looking for wealth creation, Mid Cap Funds can be a part of your portfolio as well-run companies in the mid cap space have the potential to be in the league of large caps in the long run.
  • The percentage of allocation to Mid Cap Funds should ideally depend on your risk appetite, goals and time horizon. Mid cap firms are typically not as risky as small cap stocks. This means they witness relatively lower downside volatility as compared to small caps during an economic downturn. However, as compared to large caps, mid caps are more volatile.

What is PGIM India Mid Cap Opportunities Fund?

  • Invests 65% in midcap stocks and the remaining 35% in other equity and debt.
  • Offers greater growth potential as compared to large cap stocks.
  • Uses top-down and bottom-up approach to stock picking.

Why you should invest in PGIM India Mid Cap Opportunities Fund?

  • Aims to Identify quality midcap stocks which can benefit from a favourable economic environment.
  • Opportunity to invest in turn around stories/good companies going through bad times with significant potential for alpha generation.
  • Ideal for your long term life goals such as retirement, children’s higher education and so on.

What are the benefits of investing in PGIM India Mid Cap Opportunities Fund?

  • Offers greater growth potential as compared to Large Cap funds.
  • Less volatile as compared to Small Cap funds.
  • Tends to recover quickly when the economy revives.

What should be ideal time horizon while investing In PGIM India Mid Cap Opportunities Fund?

  • At least five years and more.

FAQs

How to invest in PGIM India Midcap Opportunities Fund?

  • Website: You can invest through https://investors.pgimindiamf.com/auth/login by creating your profile and submitting identity details, and bank account information, and becoming KYC compliant.
  • RIA/MFD: You can also invest through a Registered Investment Adviser or Mutual Fund distributor registered with SEBI/AMFI.
  • Industry Portal: You can also invest through MF Utility or MF Central portals.
  • Do consult your financial advisor before investing to understand if the fund fits into your risk profile.

Can I invest through SIP and lumpsum mode in PGIM India Midcap Opportunities Fund?

  • You can invest lumpsum as well as through SIP mode.
  • The minimum application amount under this fund is Rs 5,000 for a lumpsum transaction. You can invest a minimum of Rs 1,000 as additional investment.
  • You need to commit at least 5 installments (monthly or quarterly) with a minimum of Rs 1,000 per installment if you invest through SIP.

Should you invest lumpsum or through SIP in PGIM India Midcap Opportunities Fund?

Investing through SIP helps you accumulate more units when markets fall. You can decide to allocate lumpsum or SIP as per your cash flows. When market valuations are high, it is advisable to stagger your investments in an Equity Fund.

What frequency/dates are allowed for Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) transactions in PGIM India Midcap Opportunities Fund?

  • SIP: Any date of the month or quarter, as applicable.
  • STP: Daily, Weekly, Monthly and Quarterly.
  • SWP: Monthly, Quarterly and Annually.
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital appreciation over long run.

  • To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of mid cap companies.

  • Degree of risk – VERY HIGH.
  • *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk

fund managers

Mr. Vivek Sharma

Over 14 years of experience in Equity market, research and fund management : Read More...

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Mr. Utsav Mehta

Over 13 years of equity research and fund management experience in the Indian equity markets

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Vinay Paharia

Mr. Vinay Paharia

Collectively over 20 years of experience in Indian financial markets, primarily in equity research & Fund Management Read More...

Mr. Puneet Pal

Over 21 years of experience in Debt Market

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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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