Pgim mid cap fund direct growth

• Name • Value (Cr) • Holding % • Consumer Financial Services • 959.00 • 11.22% • Chemical Manufacturing • 789.00 • 9.22% • Auto & Truck Parts • 591.00 • 6.91% • Misc. Fabricated Products • 499.00 • 5.83% • Software & Programming • 464.00 • 5.42% • Recreational Products • 442.00 • 5.17% • Natural Gas Utilities • 427.00 • 4.99% • Construction Services • 419.00 • 4.90% • Biotechnology & Drugs • 397.00 • 4.64% • Healthcare Facilities • 330.00 • 3.86% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth24.37% • SBI Magnum Midcap Fund Direct Growth34.56% • UTI Mid Cap Fund-Growth Option- Direct30.11% • Franklin India Prima Fund Direct Growth35.97% • Mirae Asset Midcap Fund Direct Growth27.33% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth40.56% • SBI Magnum Midcap Fund Direct Growth40.26% • UTI Mid Cap Fund-Growth Option- Direct33.37% • Franklin India Prima Fund Direct Growth29.62% • Mirae Asset Midcap Fund Direct Growth36.51% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth20.36% • SBI Magnum Midcap Fund Direct Growth18.36% • UTI Mid Cap Fund-Growth Option- Direct14.95% • Franklin India Prima Fund Direct Growth12.68% • Mirae Asset Midcap Fund Direct Growth0% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth52.01 • SBI Magnum Midcap Fund Direct Growth184.44 • UTI Mid Cap Fund-Growth Option- Direct225.41 • Franklin India Prima Fund Direct Growth1,860.6 • Mirae Asset Midcap Fund Direct Growth24.33 The primary objective ...

Ans: You have not provided the investment amount in all these funds. But in general, the fund selection seems to be tilted more towards mid and smallcaps. This kind of allocation is suitable only for those who have required risk profile and can identify as aggressive investors. For largecap exposure, one can even opt for passive largecap funds though active funds are still fine for mid and small-cap exposure. Note (Disclaimer) - As a SEBI RIA, I cannot comment on specific schemes/funds that are provided or asked for in the questions in the platform. And the views expressed above should not be considered professional investment advice or advertisement or otherwise. No specific product/service recommendations have been made and the answers here are for general educational purposes only. The readers are requested to take into consideration all the risk factors including their financial condition, suitability to risk-return profile and the like and take professional investment advice before investing. DEAR MR.BOKIL I AM INVESTING MUTUAL FUNDS FRANKLIN PRIMA GROWTH -4000 PGIM INDIA GLOBAL EQUITY -2000 SBI BALANCED ADVANTAGE FUND 1000 KOTAK SMALL CAPS -GROWTH 1000 ICICI PRUDENTIAL -EQUITY GROWTH -1000 HDFC MUTUAL FUND GROWTH 2000 KOTAK MUTUAL FUND-MI CAP 3000 LAST 10YEARS HOLDING SBI -165 SHARE TATA MOTORS -50 TATAPOWER 75 CANARA BANK -75 ADANI PORT-25 COAL INDIA -25 KINDLY ADVICE MY AGE I am 39 years old. I am investing in following mutual funds: Name of the Fund Category RankM...

Play on the front foot and give your investments the winning edge. Presenting PGIM India Midcap Opportunities Fund that invests in mid-cap stocks selected through an extensive and thorough research process. It has greater growth potential compared to large-cap stocks, and less volatility and risk compared to small-cap stocks. The fund invests in mid-cap companies, with a bottom-up stock selection approach. The portfolio manager selects companies with good capital allocation, sector dominance or companies which are able challengers with strong financials. Parameters such as high RoE, ability to generate positive cash flows consistently and low leverage are given prime importance in-stock selection. The fund is benchmark aware but agnostic to the benchmark. PGIM India Midcap Opportunities Fund invests in quality businesses at a reasonable price, therefore the positive stock returns are a result of • Earnings growth visibility • Reasonable valuations which give a chance for PE expansion in the stock PGIM India Midcap Opportunities Fund tries to identify businesses when their earnings visibility is improving and valuations are reasonable. Thereby, allowing the fund to tap into unique businesses not present commonly in other portfolios. The portfolio consistently has a lower commonality with the benchmark as it invests into low debt companies providing high return ratios. Fund Manager: Aniruddha Naha, Senior Fund Manager – Equity, also manages PGIM India Flexi Fund and PGIM Ind...

Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from • • Quant Mid Cap Fund Direct-Growth returns of last 1-year are 31.34%. Since launch, it has delivered 16.79% average annual returns. The fund has doubled the money invested in it every 3 yrs. • Quant Mid Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average. • The fund has the majority of its money invested in Financial, Healthcare, Energy, Automobile, Services sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category. • • The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., Punjab National Bank, Indian Hotels Co. Ltd., Tata Communications Ltd.. ..... • Reliance Industries Ltd. 9.53% • HDFC Bank Ltd. 8.46% • Punjab National Bank 6.3% • Indian Hotels Co. Ltd. 5.81% • Tata Communications Ltd. 5.29% • Aurobindo Pharma Ltd. 4.77% • Canara Bank 4.55% • Sundaram Finance Ltd. Pref. Shares 4.49% • Alkem Laboratories Ltd. 4.49% • Bosch Ltd. 4.46% • Escorts Kubota Ltd. 4.3% • Linde India Ltd. 4.24% • Voltas Ltd. 3.75% • Union Bank of India 3.39% • LTIMindtree Ltd. 3.22% • Dalmia Bharat Ltd. 2.9% • Piramal Enterprises Ltd. 2.71% • Jindal Steel & Power Ltd. 2.62% • Piramal Pharma Ltd. 2.2% • Sundram Fasteners Ltd. 2.07% • Torrent Power Ltd. 2.01% • Nifty 50 0.23% NAV or Net Asset Value is the per-unit price of the Mutual F...

• Name • Value (Cr) • Holding % • Consumer Financial Services • 959.00 • 11.22% • Chemical Manufacturing • 789.00 • 9.22% • Auto & Truck Parts • 591.00 • 6.91% • Misc. Fabricated Products • 499.00 • 5.83% • Software & Programming • 464.00 • 5.42% • Recreational Products • 442.00 • 5.17% • Natural Gas Utilities • 427.00 • 4.99% • Construction Services • 419.00 • 4.90% • Biotechnology & Drugs • 397.00 • 4.64% • Healthcare Facilities • 330.00 • 3.86% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth24.37% • SBI Magnum Midcap Fund Direct Growth34.56% • UTI Mid Cap Fund-Growth Option- Direct30.11% • Franklin India Prima Fund Direct Growth35.97% • Mirae Asset Midcap Fund Direct Growth27.33% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth40.56% • SBI Magnum Midcap Fund Direct Growth40.26% • UTI Mid Cap Fund-Growth Option- Direct33.37% • Franklin India Prima Fund Direct Growth29.62% • Mirae Asset Midcap Fund Direct Growth36.51% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth20.36% • SBI Magnum Midcap Fund Direct Growth18.36% • UTI Mid Cap Fund-Growth Option- Direct14.95% • Franklin India Prima Fund Direct Growth12.68% • Mirae Asset Midcap Fund Direct Growth0% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth52.01 • SBI Magnum Midcap Fund Direct Growth184.44 • UTI Mid Cap Fund-Growth Option- Direct225.41 • Franklin India Prima Fund Direct Growth1,860.6 • Mirae Asset Midcap Fund Direct Growth24.33 The primary objective ...

Ans: You have not provided the investment amount in all these funds. But in general, the fund selection seems to be tilted more towards mid and smallcaps. This kind of allocation is suitable only for those who have required risk profile and can identify as aggressive investors. For largecap exposure, one can even opt for passive largecap funds though active funds are still fine for mid and small-cap exposure. Note (Disclaimer) - As a SEBI RIA, I cannot comment on specific schemes/funds that are provided or asked for in the questions in the platform. And the views expressed above should not be considered professional investment advice or advertisement or otherwise. No specific product/service recommendations have been made and the answers here are for general educational purposes only. The readers are requested to take into consideration all the risk factors including their financial condition, suitability to risk-return profile and the like and take professional investment advice before investing. DEAR MR.BOKIL I AM INVESTING MUTUAL FUNDS FRANKLIN PRIMA GROWTH -4000 PGIM INDIA GLOBAL EQUITY -2000 SBI BALANCED ADVANTAGE FUND 1000 KOTAK SMALL CAPS -GROWTH 1000 ICICI PRUDENTIAL -EQUITY GROWTH -1000 HDFC MUTUAL FUND GROWTH 2000 KOTAK MUTUAL FUND-MI CAP 3000 LAST 10YEARS HOLDING SBI -165 SHARE TATA MOTORS -50 TATAPOWER 75 CANARA BANK -75 ADANI PORT-25 COAL INDIA -25 KINDLY ADVICE MY AGE I am 39 years old. I am investing in following mutual funds: Name of the Fund Category RankM...

Play on the front foot and give your investments the winning edge. Presenting PGIM India Midcap Opportunities Fund that invests in mid-cap stocks selected through an extensive and thorough research process. It has greater growth potential compared to large-cap stocks, and less volatility and risk compared to small-cap stocks. The fund invests in mid-cap companies, with a bottom-up stock selection approach. The portfolio manager selects companies with good capital allocation, sector dominance or companies which are able challengers with strong financials. Parameters such as high RoE, ability to generate positive cash flows consistently and low leverage are given prime importance in-stock selection. The fund is benchmark aware but agnostic to the benchmark. PGIM India Midcap Opportunities Fund invests in quality businesses at a reasonable price, therefore the positive stock returns are a result of • Earnings growth visibility • Reasonable valuations which give a chance for PE expansion in the stock PGIM India Midcap Opportunities Fund tries to identify businesses when their earnings visibility is improving and valuations are reasonable. Thereby, allowing the fund to tap into unique businesses not present commonly in other portfolios. The portfolio consistently has a lower commonality with the benchmark as it invests into low debt companies providing high return ratios. Fund Manager: Aniruddha Naha, Senior Fund Manager – Equity, also manages PGIM India Flexi Fund and PGIM Ind...

Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund scheme from • • Quant Mid Cap Fund Direct-Growth returns of last 1-year are 31.34%. Since launch, it has delivered 16.79% average annual returns. The fund has doubled the money invested in it every 3 yrs. • Quant Mid Cap Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average. • The fund has the majority of its money invested in Financial, Healthcare, Energy, Automobile, Services sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category. • • The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., Punjab National Bank, Indian Hotels Co. Ltd., Tata Communications Ltd.. ..... • Reliance Industries Ltd. 9.53% • HDFC Bank Ltd. 8.46% • Punjab National Bank 6.3% • Indian Hotels Co. Ltd. 5.81% • Tata Communications Ltd. 5.29% • Aurobindo Pharma Ltd. 4.77% • Canara Bank 4.55% • Sundaram Finance Ltd. Pref. Shares 4.49% • Alkem Laboratories Ltd. 4.49% • Bosch Ltd. 4.46% • Escorts Kubota Ltd. 4.3% • Linde India Ltd. 4.24% • Voltas Ltd. 3.75% • Union Bank of India 3.39% • LTIMindtree Ltd. 3.22% • Dalmia Bharat Ltd. 2.9% • Piramal Enterprises Ltd. 2.71% • Jindal Steel & Power Ltd. 2.62% • Piramal Pharma Ltd. 2.2% • Sundram Fasteners Ltd. 2.07% • Torrent Power Ltd. 2.01% • Nifty 50 0.23% NAV or Net Asset Value is the per-unit price of the Mutual F...

Ans: You have not provided the investment amount in all these funds. But in general, the fund selection seems to be tilted more towards mid and smallcaps. This kind of allocation is suitable only for those who have required risk profile and can identify as aggressive investors. For largecap exposure, one can even opt for passive largecap funds though active funds are still fine for mid and small-cap exposure. Note (Disclaimer) - As a SEBI RIA, I cannot comment on specific schemes/funds that are provided or asked for in the questions in the platform. And the views expressed above should not be considered professional investment advice or advertisement or otherwise. No specific product/service recommendations have been made and the answers here are for general educational purposes only. The readers are requested to take into consideration all the risk factors including their financial condition, suitability to risk-return profile and the like and take professional investment advice before investing. DEAR MR.BOKIL I AM INVESTING MUTUAL FUNDS FRANKLIN PRIMA GROWTH -4000 PGIM INDIA GLOBAL EQUITY -2000 SBI BALANCED ADVANTAGE FUND 1000 KOTAK SMALL CAPS -GROWTH 1000 ICICI PRUDENTIAL -EQUITY GROWTH -1000 HDFC MUTUAL FUND GROWTH 2000 KOTAK MUTUAL FUND-MI CAP 3000 LAST 10YEARS HOLDING SBI -165 SHARE TATA MOTORS -50 TATAPOWER 75 CANARA BANK -75 ADANI PORT-25 COAL INDIA -25 KINDLY ADVICE MY AGE I am 39 years old. I am investing in following mutual funds: Name of the Fund Category RankM...

• Name • Value (Cr) • Holding % • Consumer Financial Services • 959.00 • 11.22% • Chemical Manufacturing • 789.00 • 9.22% • Auto & Truck Parts • 591.00 • 6.91% • Misc. Fabricated Products • 499.00 • 5.83% • Software & Programming • 464.00 • 5.42% • Recreational Products • 442.00 • 5.17% • Natural Gas Utilities • 427.00 • 4.99% • Construction Services • 419.00 • 4.90% • Biotechnology & Drugs • 397.00 • 4.64% • Healthcare Facilities • 330.00 • 3.86% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth24.37% • SBI Magnum Midcap Fund Direct Growth34.56% • UTI Mid Cap Fund-Growth Option- Direct30.11% • Franklin India Prima Fund Direct Growth35.97% • Mirae Asset Midcap Fund Direct Growth27.33% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth40.56% • SBI Magnum Midcap Fund Direct Growth40.26% • UTI Mid Cap Fund-Growth Option- Direct33.37% • Franklin India Prima Fund Direct Growth29.62% • Mirae Asset Midcap Fund Direct Growth36.51% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth20.36% • SBI Magnum Midcap Fund Direct Growth18.36% • UTI Mid Cap Fund-Growth Option- Direct14.95% • Franklin India Prima Fund Direct Growth12.68% • Mirae Asset Midcap Fund Direct Growth0% • Fund Name • PGIM India Midcap Opportunities Fund Direct Growth52.01 • SBI Magnum Midcap Fund Direct Growth184.44 • UTI Mid Cap Fund-Growth Option- Direct225.41 • Franklin India Prima Fund Direct Growth1,860.6 • Mirae Asset Midcap Fund Direct Growth24.33 The primary objective ...