Pgim mid cap fund

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PGIM India Midcap Opportunities Fund Regular-Growth is a Mid Cap mutual fund scheme from • • PGIM India Midcap Opportunities Fund Regular-Growth returns of last 1-year are 22.57%. Since launch, it has delivered 17.37% average annual returns. The fund has doubled the money invested in it every 3 yrs. • PGIM India Midcap Opportunities Fund Regular-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high. • The fund has the majority of its money invested in Financial, Automobile, Capital Goods, Services, Chemicals sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category. • • The fund's top 5 holdings are in Jubilant FoodWorks Ltd., Cholamandalam Investment and Finance Company Ltd., TI Financial Holdings Ltd., Timken India Ltd., Persistent Systems Ltd.. ..... Vinay Paharia Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004). • Jubilant FoodWorks Ltd. 3.36% • Cholamandalam Investment and Finance Company Ltd. 3.11% • TI Financial Holdings Ltd. 3.08% • Timken India Ltd. 3.08% • Persistent Systems Ltd. 3% • ...

Name % Alpha 1 Year 0.50 Alpha 10 Years -0.01 Alpha 3 Years 3.22 Alpha 5 Years 1.76 Average Gain 1 Year 5.80 Average Gain 10 Years 3.71 Average Gain 3 Years 4.61 Average Gain 5 Years 4.68 Average Loss 1 Year -4.52 Average Loss 10 Years -3.70 Average Loss 3 Years -5.08 Average Loss 5 Years -5.18 Batting Average 1 Year 50.00 Batting Average 10 Years 50.00 Batting Average 3 Years 58.33 Batting Average 5 Years 55.00 Beta 1 Year 0.95 Beta 10 Years 0.96 Beta 3 Years 0.98 Beta 5 Years 0.96 Capture Ratio Down 1 Year 97.08 Capture Ratio Down 10 Years 97.40 Capture Ratio Down 3 Years 96.26 Capture Ratio Down 5 Years 95.09 Capture Ratio Up 1 Year 98.87 Capture Ratio Up 10 Years 96.80 Capture Ratio Up 3 Years 107.16 Capture Ratio Up 5 Years 100.75 Correlation 1 Year 99.24 Correlation 10 Years 98.20 Correlation 3 Years 98.00 Correlation 5 Years 98.46 High 1 Year 20.20 Information Ratio 1 Year 0.17 Information Ratio 10 Years -0.14 Information Ratio 3 Years 0.79 Information Ratio 5 Years 0.43 Low 1 Year 16.18 Maximum Loss 1 Year -10.96 Maximum Loss 10 Years -31.69 Maximum Loss 3 Years -31.69 Maximum Loss 5 Years -31.69 Performance Current Year 12.76 Performance since Inception 1,273.19 Risk adjusted Return 10 Years 6.07 Risk adjusted Return 3 Years 5.88 Risk adjusted Return 5 Years 3.81 Risk adjusted Return Since Inception 5.36 R-Squared (R²) 1 Year 98.48 R-Squared (R²) 10 Years 96.44 R-Squared (R²) 3 Years 96.05 R-Squared (R²) 5 Years 96.95 Sortino Ratio 1 Year 0.32 Sortino Ratio 10 Yea...

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Name % Alpha 1 Year 0.50 Alpha 10 Years -0.01 Alpha 3 Years 3.22 Alpha 5 Years 1.76 Average Gain 1 Year 5.80 Average Gain 10 Years 3.71 Average Gain 3 Years 4.61 Average Gain 5 Years 4.68 Average Loss 1 Year -4.52 Average Loss 10 Years -3.70 Average Loss 3 Years -5.08 Average Loss 5 Years -5.18 Batting Average 1 Year 50.00 Batting Average 10 Years 50.00 Batting Average 3 Years 58.33 Batting Average 5 Years 55.00 Beta 1 Year 0.95 Beta 10 Years 0.96 Beta 3 Years 0.98 Beta 5 Years 0.96 Capture Ratio Down 1 Year 97.08 Capture Ratio Down 10 Years 97.40 Capture Ratio Down 3 Years 96.26 Capture Ratio Down 5 Years 95.09 Capture Ratio Up 1 Year 98.87 Capture Ratio Up 10 Years 96.80 Capture Ratio Up 3 Years 107.16 Capture Ratio Up 5 Years 100.75 Correlation 1 Year 99.24 Correlation 10 Years 98.20 Correlation 3 Years 98.00 Correlation 5 Years 98.46 High 1 Year 20.20 Information Ratio 1 Year 0.17 Information Ratio 10 Years -0.14 Information Ratio 3 Years 0.79 Information Ratio 5 Years 0.43 Low 1 Year 16.18 Maximum Loss 1 Year -10.96 Maximum Loss 10 Years -31.69 Maximum Loss 3 Years -31.69 Maximum Loss 5 Years -31.69 Performance Current Year 12.76 Performance since Inception 1,273.19 Risk adjusted Return 10 Years 6.07 Risk adjusted Return 3 Years 5.88 Risk adjusted Return 5 Years 3.81 Risk adjusted Return Since Inception 5.36 R-Squared (R²) 1 Year 98.48 R-Squared (R²) 10 Years 96.44 R-Squared (R²) 3 Years 96.05 R-Squared (R²) 5 Years 96.95 Sortino Ratio 1 Year 0.32 Sortino Ratio 10 Yea...

The Forbes Advisor editorial team is independent and objective. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site. This comes from two main sources. First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Second, we also include links to advertisers’ offers in some of our articles. These “affiliate links” may generate income for our site when you click on them. The payment we receive from advertisers does not influence the recommendations or guidance our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath Regulatory Services. Forbes Advisor may earn a commission on sales made from p...

PGIM India Midcap Opportunities Fund Regular-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the PGIM India Midcap Opportunities Fund - Regular Plan as of Jun 16, 2023 is Rs 46.11 for Growth option of its Regular plan. 2. Returns: Its trailing returns over different time periods are: 22.57% (1yr), 38.17% (3yr), 18.35% (5yr) and 17.37% (since launch). Whereas, Category returns for the same time duration are: 31.24% (1yr), 32.62% (3yr) and 14.18% (5yr). 3. Fund Size: The PGIM India Midcap Opportunities Fund - Regular Plan currently holds Assets under Management worth of Rs 8549.05 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 1.73% for Regular plan as on May 31, 2023. 5. Exit Load: PGIM India Midcap Opportunities Fund - Regular Plan shall attract an Exit Load, "0.5% for redemption within 90 days" 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 1000. PGIM India Midcap Opportunities Fund Regular-Growth Fund Details Investment Objective - The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. Fund House PGIM India Mutual Fund Launch Date Dec 02, 2013 Benchmark NIFTY Midcap 150 Total Return Index Return Since Launch 17.37% Riskometer Very High Type Open-ended Risk Grade Average Return Grade High Concentration & Valuation Analysis MAY 2023 APR 20...

PGIM Investments offers a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles that can help meet retirement needs. Each is backed by an asset manager dedicated to aparticular investingdiscipline. It's how we help investors participate in opportunities across global markets while meeting their toughest investment challenges, like saving for retirement. Our funds address a wide range of retirement challenges, including accumulation, reliable income, or protection from market volatility and other risks. Mutual fund investing involves risk. Some mutual funds have more risk than others. The investment return and principal value will fluctuate and investor's shares when sold may be worth more or less than the original cost. Fixed income investments are subject to interest rate risk, and their value will decline as interest rates rise. Asset allocation and diversification do not assure a profit or protect against loss in declining markets. There is no guarantee a Fund's objectives will be achieved. The risks associated with each fund are explained more fully in each fund's respective prospectus. Your clients should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. Investment products are distributed by Prudential Investment Management Services LLC, a Prudential Financial company, member SIPC. Separately Managed Accounts are offered through our affiliates. Jennis...

The Forbes Advisor editorial team is independent and objective. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive payment from the companies that advertise on the Forbes Advisor site. This comes from two main sources. First, we provide paid placements to advertisers to present their offers. The payments we receive for those placements affects how and where advertisers’ offers appear on the site. This site does not include all companies or products available within the market. Second, we also include links to advertisers’ offers in some of our articles. These “affiliate links” may generate income for our site when you click on them. The payment we receive from advertisers does not influence the recommendations or guidance our editorial team provides in our articles or otherwise impact any of the editorial content on Forbes Advisor. While we work hard to provide accurate and up to date information that we think you will find relevant, Forbes Advisor does not and cannot guarantee that any information provided is complete and makes no representations or warranties in connection thereto, nor to the accuracy or applicability thereof. Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath Regulatory Services. Forbes Advisor may earn a commission on sales made from p...