Pgim India Midcap Opportunities Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
PGIM India Midcap Opportunities Fund - Regular Plan - Dividend Option - Payout 08/Dec/2022 23.37
0.1700
0.7328%
PGIM India Midcap Opportunities Fund - Direct Plan - Dividend Option - Payout 08/Dec/2022 42.29
0.3100
0.7384%
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 08/Dec/2022 45.56
0.3400
0.7519%
PGIM India Midcap Opportunities Fund - Direct Plan - Growth Option 08/Dec/2022 51.01
0.3700
0.7306%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Pgim India Midcap Opportunities Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.95
0.89
Yes
No
No
9/24 -1.26 / 5.74
1M Rolling Return %
0.02
0.44
No
No
Yes
19/25 -0.32 / 1.57
3M Return %
-0.33
1.42
No
No
Yes
19/24 -2.35 / 7.54
3M Rolling Return %
0.45
-0.39
Yes
Yes
No
6/25 -3.87 / 4.65
6M Return %
15.90
16.46
No
No
No
14/24 9.60 / 25.33
6M Rolling Return %
3.94
2.46
Yes
No
No
7/24 -2.11 / 10.64
1Y Return %
5.32
5.44
No
No
No
11/23 -2.73 / 18.74
1Y Rolling Return %
53.50
31.68
Yes
Yes
No
1/22 21.15 / 53.50
3Y Return %
37.18
24.75
Yes
Yes
No
2/21 16.71 / 37.53
3Y Rolling Return %
31.47
19.73
Yes
Yes
No
1/20 13.43 / 31.47
5Y Return %
17.77
12.53
Yes
Yes
No
2/19 7.70 / 20.62
Standard Deviation
23.48
22.10
No
No
Yes
21/22 18.46 / 23.56
Semi Deviation
18.10
17.31
No
No
No
15/22 14.24 / 19.20
Max Drawdown
-26.36
-28.44
Yes
No
No
7/22 -33.64 / -21.50
VaR 1 Y
-20.59
-20.16
No
No
No
13/22 -28.01 / -17.07
Average Drawdown
-8.99
-8.99
No
No
No
13/22 -12.81 / -5.75
Sharpe Ratio
0.93
0.59
Yes
Yes
No
1/22 0.35 / 0.93
Sterling Ratio
0.75
0.47
Yes
Yes
No
1/22 0.31 / 0.75
Sortino Ratio
0.43
0.28
Yes
Yes
No
1/22 0.17 / 0.43
Jensen Alpha
15.73
2.65
Yes
Yes
No
1/20 -6.93 / 15.73
Treynor Ratio
0.37
0.22
Yes
Yes
No
2/20 0.14 / 0.38
Modigliani Square measure
42.06
27.19
Yes
Yes
No
1/20 18.75 / 42.06
Active Return
0.12
-0.01
Yes
Yes
No
1/20 -0.09 / 0.12
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Pgim India Midcap Opportunities Fund Performance Analysis

Pgim India Midcap Opportunities Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Pgim India Midcap Opportunities Fund

Top Performing Funds in Mid Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Mirae Asset Midcap Fund

4 The Mirae Asset Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 11 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mirae Asset Midcap Fund performance snapshot section. 6.16% 26.49% -28.98% -17.44% 0.92 0.40 0.49

Mahindra Manulife Mid Cap Unnati Yojana

5 The Mahindra Manulife Mid Cap Unnati Yojana is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has four KPIs that are in top quartile. The fund has 19% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Mid Cap Unnati Yojana performance snapshot section. 4.50% 23.50% -24.60% -20.90% 0.62 0.29 0.47

Pgim India Midcap Opportunities Fund

3 The Pgim India Midcap Opportunities Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Pgim India Midcap Opportunities Fund performance snapshot section. 5.32% 37.18% -26.36% -20.59% 0.93 0.43 0.47

Quant Mid Cap Fund

1 The Quant Mid Cap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 20 KPIs that are in top quartile. The fund has 87% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Quant Mid Cap Fund performance snapshot section. 18.74% 37.53% -25.85% -22.70% 0.84 0.42 0.46

Sbi Magnum Midcap Fund

2 The Sbi Magnum Midcap Fund is a Mid Cap Fund. In the Mid Cap Fund category there are 24 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Magnum Midcap Fund performance snapshot section. 6.22% 28.51% -31.80% -17.07% 0.68 0.32 0.48

Pgim India Midcap Opportunities Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
1.07
0.99
Yes
No
No
9/24 -1.19 / 5.91
1M Rolling Return %
0.16
0.54
No
No
No
18/25 -0.22 / 1.64
3M Return %
0.04
1.73
No
No
Yes
18/24 -2.14 / 7.99
3M Rolling Return %
0.89
-0.09
Yes
Yes
No
6/25 -3.30 / 5.14
6M Return %
16.78
17.17
No
No
No
14/24 10.14 / 26.08
6M Rolling Return %
4.77
3.08
Yes
Yes
No
6/24 -0.96 / 11.28
1Y Return %
7.01
6.70
Yes
No
No
11/23 -1.74 / 21.00
1Y Rolling Return %
56.29
33.23
Yes
Yes
No
1/22 22.58 / 56.29
3Y Return %
39.62
26.18
Yes
Yes
No
2/21 17.83 / 40.18
3Y Rolling Return %
33.73
21.04
Yes
Yes
No
1/20 14.37 / 33.73
5Y Return %
19.80
13.77
Yes
Yes
No
2/19 8.69 / 22.39
Standard Deviation
23.48
22.10
No
No
Yes
21/22 18.46 / 23.56
Semi Deviation
18.10
17.31
No
No
No
15/22 14.24 / 19.20
Max Drawdown
-26.36
-28.44
Yes
No
No
7/22 -33.64 / -21.50
VaR 1 Y
-20.59
-20.16
No
No
No
13/22 -28.01 / -17.07
Average Drawdown
-8.99
-8.99
No
No
No
13/22 -12.81 / -5.75
Sharpe Ratio
0.93
0.59
Yes
Yes
No
1/22 0.35 / 0.93
Sterling Ratio
0.75
0.47
Yes
Yes
No
1/22 0.31 / 0.75
Sortino Ratio
0.43
0.28
Yes
Yes
No
1/22 0.17 / 0.43
Jensen Alpha
15.73
2.65
Yes
Yes
No
1/20 -6.93 / 15.73
Treynor Ratio
0.37
0.22
Yes
Yes
No
2/20 0.14 / 0.38
Modigliani Square measure
42.06
27.19
Yes
Yes
No
1/20 18.75 / 42.06
Active Return
0.12
-0.01
Yes
Yes
No
1/20 -0.09 / 0.12
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Pgim India Midcap Opportunities Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.95% 1.07%
1M Rolling Return % 0.02% 0.16%
3M Return % -0.33% 0.04%
3M Rolling Return % 0.45% 0.89%
6M Return % 15.90% 16.78%
6M Rolling Return % 3.94% 4.77%
1Y Return % 5.32% 7.01%
1Y Rolling Return % 53.50% 56.29%
3Y Return % 37.18% 39.62%
3Y Rolling Return % 31.47% 33.73%
5Y Return % 17.77% 19.80%
Standard Deviation 23.48% 23.48%
Semi Deviation 18.10% 18.10%
Max Drawdown -26.36% -26.36%
VaR 1 Y -20.59% -20.59%
Average Drawdown -8.99% -8.99%
Sharpe Ratio 0.93% 0.93%
Sterling Ratio 0.75% 0.75%
Sortino Ratio 0.43% 0.43%
Jensen Alpha 15.73% 15.73%
Treynor Ratio 0.37% 0.37%
Modigliani Square measure 42.06% 42.06%
Active Return 0.12% 0.12%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Pgim India Midcap Opportunities Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 4.52% 22.08% 12.47% 0.00%
One Year -52.97% 135.27% 16.14% 25.33%
Three Year -10.09% 66.08% 13.24% 11.72%
Five Year -1.92% 50.65% 12.48% 0.90%
Seven Year 4.39% 32.82% 12.01% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Mid Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Mid Cap Fund

1.35
1
2.22
1
5.74
1
7.54
1
22.05
3
18.74
1
37.53
1
20.62
1

Sundaram Mid Cap Fund

0.77
2
0.44
7
0.88
10
0.53
14
19.08
5
7.77
5
19.37
19
7.96
17

Pgim India Midcap Opportunities Fund

0.75
3
-0.24
23
0.95
9
-0.33
19
15.90
14
5.32
11
37.18
2
17.77
2

Franklin India Prima Fund

0.75
4
0.40
9
1.49
7
3.76
6
21.13
4
3.84
14
18.57
20
10.11
15

Idbi Midcap Fund

0.69
5
0.11
14
0.75
11
-0.23
18
15.47
15
-0.68
20
19.76
18
7.91
18

Hdfc Mid Cap Opportunities Fund

0.68
6
0.59
4
1.69
6
5.45
2
22.19
2
14.36
3
26.06
8
12.73
9

Bank Of India Mid & Small Cap Equity & Debt Fund

0.64
7
1.16
2
2.70
3
2.08
8
13.58
21
1.03
19
25.71
10
10.64
14

Edelweiss Mid Cap Fund

0.60
8
0.21
12
0.01
16
1.15
11
17.88
6
7.06
8
27.39
4
13.40
7

Kotak Emerging Equity Fund

0.58
9
0.05
15
0.69
12
0.69
13
16.65
10
7.55
7
25.27
11
14.06
6

Uti Mid Cap Fund

0.57
10
0.41
8
-0.04
17
0.29
16
16.83
9
3.39
16
25.83
9
11.57
13

Iti Mid Cap Fund

0.57
11
0.05
16
0.63
13
0.51
15
16.15
13
1.60
18

Invesco India Midcap Fund

0.57
12
0.38
11
1.79
5
4.07
5
16.98
8
4.08
13
23.34
13
13.37
8

Mahindra Manulife Mid Cap Unnati Yojana

0.53
13
-0.02
19
0.61
14
-0.04
17
14.09
18
4.50
12
23.50
12

Aditya Birla Sun Life Midcap Fund

0.53
14
-0.01
18
-0.33
19
-1.36
22
9.60
24
-1.50
21
20.42
17
7.70
19

Taurus Discovery (Midcap) Fund

0.52
15
0.39
10
3.43
2
4.23
4
16.63
11
7.65
6
22.93
14
12.27
11

Dsp Midcap Fund

0.47
16
-0.13
21
-0.67
23
-0.92
20
11.86
23
-2.73
23
16.71
21
9.61
16

Tata Mid Cap Growth Fund

0.46
17
-0.10
20
0.51
15
0.90
12
13.75
20
2.71
17
22.14
15
11.72
12

Baroda Bnp Paribas Mid Cap Fund

0.45
18
0.49
5
-0.13
18
2.04
9
15.18
16

Mirae Asset Midcap Fund

0.45
19
0.17
13
1.25
8
1.48
10
16.26
12
6.16
10
26.49
5

Nippon India Growth Fund

0.44
20
0.45
6
2.29
4
2.78
7
17.63
7
9.32
4
26.29
6
14.21
5

Sbi Magnum Midcap Fund

0.44
21
0.02
17
-1.26
24
-2.35
24
14.61
17
6.22
9
28.51
3
12.42
10

Axis Midcap Fund

0.32
22
-0.41
24
-0.56
22
-1.49
23
12.28
22
-2.15
22
20.53
16
15.55
3

Union Midcap Fund

0.24
23
-0.17
22
-0.52
21
-1.09
21
14.02
19
3.61
15

Motilal Oswal Midcap 30 Fund (Mof30)

0.00
24
0.94
3
-0.46
20
4.48
3
25.33
1
17.17
2
26.18
7
14.52
4

Hsbc Mid Cap Fund

L&T Midcap Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Quant Mid Cap Fund

1.36
1
2.26
1
5.91
1
7.99
1
23.19
2
21.00
1
40.18
1
22.39
1

Sundaram Mid Cap Fund

0.77
2
0.45
7
0.96
10
0.77
15
19.64
5
8.78
6
20.39
19
8.85
18

Franklin India Prima Fund

0.75
3
0.41
10
1.56
7
3.96
6
21.61
4
4.68
15
19.54
20
11.08
15

Pgim India Midcap Opportunities Fund

0.73
4
-0.23
23
1.07
9
0.04
18
16.78
14
7.01
11
39.62
2
19.80
2

Idbi Midcap Fund

0.69
5
0.11
14
0.79
12
0.00
19
16.02
16
0.16
20
20.79
18
9.32
17

Hdfc Mid Cap Opportunities Fund

0.68
6
0.60
4
1.75
6
5.64
2
22.63
3
15.19
3
26.93
9
13.62
9

Bank Of India Mid & Small Cap Equity & Debt Fund

0.65
7
1.18
2
2.80
3
2.38
9
14.19
21
2.04
19
26.83
11
11.62
14

Edelweiss Mid Cap Fund

0.60
8
0.24
12
0.14
16
1.55
11
18.81
6
8.75
7
29.36
4
15.11
7

Kotak Emerging Equity Fund

0.58
9
0.07
16
0.79
13
1.00
14
17.37
11
8.90
5
26.86
10
15.48
5

Uti Mid Cap Fund

0.58
10
0.43
8
0.04
17
0.54
16
17.41
10
4.45
16
27.03
8
12.60
13

Iti Mid Cap Fund

0.57
11
0.09
15
0.81
11
1.05
13
17.41
9
3.96
18

Invesco India Midcap Fund

0.56
12
0.41
9
1.90
5
4.43
4
17.80
8
5.60
13
25.12
13
15.12
6

Mahindra Manulife Mid Cap Unnati Yojana

0.54
13
0.01
18
0.76
14
0.40
17
15.09
18
6.30
12
25.57
12

Aditya Birla Sun Life Midcap Fund

0.53
14
0.00
19
-0.26
19
-1.13
22
10.14
24
-0.60
21
21.53
17
8.69
19

Taurus Discovery (Midcap) Fund

0.51
15
0.40
11
3.46
2
4.32
5
16.81
13
8.01
8
23.38
15
12.72
12

Dsp Midcap Fund

0.48
16
-0.11
21
-0.58
23
-0.67
20
12.42
23
-1.74
23
17.83
21
10.63
16

Tata Mid Cap Growth Fund

0.46
17
-0.08
20
0.62
15
1.23
12
14.50
20
4.05
17
23.70
14
13.07
11

Baroda Bnp Paribas Mid Cap Fund

0.46
18
0.52
5
0.01
18
2.46
8
16.14
15

Mirae Asset Midcap Fund

0.45
19
0.19
13
1.35
8
1.80
10
16.97
12
7.48
9
28.32
5

Nippon India Growth Fund

0.44
20
0.47
6
2.37
4
3.01
7
18.12
7
10.19
4
27.23
7
15.03
8

Sbi Magnum Midcap Fund

0.44
21
0.04
17
-1.19
24
-2.14
24
15.10
17
7.16
10
29.66
3
13.47
10

Axis Midcap Fund

0.32
22
-0.37
24
-0.46
22
-1.18
23
12.98
22
-0.89
22
22.15
16
17.03
3

Union Midcap Fund

0.27
23
-0.17
22
-0.40
21
-0.73
21
14.86
19
5.15
14

Motilal Oswal Midcap 30 Fund (Mof30)

0.01
24
0.96
3
-0.36
20
4.79
3
26.08
1
18.51
2
27.71
6
15.92
4

L&T Midcap Fund

Hsbc Mid Cap Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Union Midcap Fund

-0.12
22
-0.09
12
4.48
5

Iti Mid Cap Fund

-0.05
20
-3.87
25
-2.11
24

Hsbc Mid Cap Fund

-0.10
21
-1.27
19

Aditya Birla Sun Life Midcap Fund

0.18
17
-1.00
18
0.60
17
33.01
9
15.83
16

Axis Midcap Fund

-0.32
25
-1.96
21
0.51
18
28.04
15
20.92
8

Franklin India Prima Fund

0.29
16
-3.35
24
1.25
13
23.33
20
14.29
19

Mirae Asset Midcap Fund

0.77
7
-0.07
11
2.14
12
35.38
5

Boi Axa Mid & Small Cap Equity & Debt Fund

0.96
4
0.79
3
-0.19
21
35.23
6
20.14
10

Dsp Midcap Fund

-0.18
24
-2.79
23
-1.23
23
24.64
19
16.65
15

Edelweiss Mid Cap Fund

0.55
10
0.20
9
3.44
10
33.48
8
22.23
4

Hdfc Mid Cap Opportunities Fund

1.57
1
0.22
8
5.34
4
28.51
14
17.61
14

Idbi Midcap Fund

0.41
12
-2.41
22
-0.36
22
25.93
18
14.73
17

Invesco India Midcap Fund

0.87
6
0.33
7
1.15
14
28.75
13
19.82
12

Kotak Emerging Equity Fund

0.69
9
0.58
5
3.54
9
29.03
12
22.20
5

Mahindra Unnati Emerging Business Yojana

0.38
13
0.14
10
1.11
15
31.29
11

Motilal Oswal Midcap 30 Fund (Mof30)

0.36
15
3.94
2
10.64
1
39.02
3
20.43
9

Nippon India Growth Fund

1.18
2
-0.62
14
3.95
6
31.56
10
21.10
7

Pgim India Midcap Opportunities Fund

0.02
19
0.45
6
3.94
7
53.50
1
31.47
1

Quant Mid Cap Fund

1.07
3
4.65
1
7.42
2
47.64
2
27.74
2

Sbi Magnum Midcap Fund

-0.16
23
0.76
4
5.63
3
36.11
4
22.49
3

Sundaram Mid Cap Fund

0.44
11
-0.71
15
3.58
8
23.32
21
13.43
20

Tata Mid Cap Growth Fund

0.93
5
-0.35
13
0.80
16
27.19
16
20.03
11

Uti Mid Cap Fund

0.05
18
-0.91
17
3.39
11
34.07
7
21.43
6

L&T Midcap Fund

0.37
14
-1.47
20
0.25
19
21.15
22
14.37
18

Taurus Discovery (Midcap) Fund

0.72
8
-0.82
16
-0.18
20
26.75
17
17.73
13
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

0.25
17
-0.77
18
1.04
18
34.21
9
16.87
16

Axis Midcap Fund

-0.22
25
-1.66
21
1.15
17
29.76
14
22.55
6

Franklin India Prima Fund

0.36
16
-3.16
24
1.63
15
24.33
21
15.29
19

Mirae Asset Midcap Fund

0.87
7
0.24
12
2.83
12
37.49
4

Boi Axa Mid & Small Cap Equity & Debt Fund

1.04
5
1.03
3
0.27
20
36.39
6
21.19
12

Dsp Midcap Fund

-0.09
24
-2.54
23
-0.74
23
25.80
19
17.77
15

Edelweiss Mid Cap Fund

0.68
10
0.58
8
4.24
8
35.53
7
24.12
3

Hdfc Mid Cap Opportunities Fund

1.64
1
0.40
10
5.71
4
29.41
15
18.41
13

Idbi Midcap Fund

0.49
13
-2.23
22
0.06
21
27.00
18
15.82
17

Invesco India Midcap Fund

1.00
6
0.69
7
1.87
14
30.56
13
21.59
10

Kotak Emerging Equity Fund

0.79
8
0.90
5
4.18
9
30.70
12
23.74
4

Mahindra Unnati Emerging Business Yojana

0.53
11
0.57
9
1.98
13
33.56
10

Motilal Oswal Midcap 30 Fund (Mof30)

0.46
15
4.23
2
11.28
1
40.69
3
21.87
9

Nippon India Growth Fund

1.24
2
-0.43
14
4.35
7
32.54
11
21.93
8

Pgim India Midcap Opportunities Fund

0.16
18
0.89
6
4.77
6
56.29
1
33.73
1

Quant Mid Cap Fund

1.24
3
5.14
1
8.56
2
51.04
2
29.93
2

Sbi Magnum Midcap Fund

-0.07
23
0.99
4
6.10
3
37.33
5
23.57
5

Sundaram Mid Cap Fund

0.52
12
-0.48
15
4.06
10
24.37
20
14.37
20

Tata Mid Cap Growth Fund

1.04
4
-0.04
13
1.44
16
28.82
16
21.54
11

Uti Mid Cap Fund

0.14
19
-0.65
16
3.90
11
35.35
8
22.53
7

L&T Midcap Fund

0.48
14
-1.20
20
0.81
19
22.58
22
15.71
18

Taurus Discovery (Midcap) Fund

0.74
9
-0.74
17
-0.03
22
27.24
17
18.19
14

Union Midcap Fund

0.02
21
0.25
11
5.29
5

Iti Mid Cap Fund

0.14
20
-3.30
25
-0.96
24

Hsbc Mid Cap Fund

0.01
22
-0.95
19
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

-20.71
15
-33.64
22
-10.96
19
23.15
18
18.32
19

Axis Midcap Fund

-17.50
5
-21.50
1
-7.29
3
18.46
1
14.24
1

Franklin India Prima Fund

-20.31
12
-30.16
14
-11.72
20
22.50
10
17.13
9

Mirae Asset Midcap Fund

-17.44
4
-28.98
11
-8.77
11
22.78
12
18.25
17

Bank Of India Mid & Small Cap Equity & Debt Fund

-27.26
21
-21.51
2
-7.81
6
20.04
2
15.89
3

Dsp Midcap Fund

-21.03
17
-27.07
8
-9.16
15
20.49
3
16.00
4

Edelweiss Mid Cap Fund

-18.06
8
-29.87
13
-8.82
12
23.13
17
17.95
14

Hdfc Mid Cap Opportunities Fund

-17.63
6
-30.67
16
-7.98
7
23.16
19
17.92
13

Idbi Midcap Fund

-21.87
19
-30.23
15
-12.81
22
22.81
13
17.72
12

Invesco India Midcap Fund

-21.52
18
-25.91
6
-7.47
4
21.12
5
16.72
7

Kotak Emerging Equity Fund

-18.05
7
-31.67
18
-8.17
8
22.87
14
18.14
16

Mahindra Manulife Mid Cap Unnati Yojana

-20.90
16
-24.60
4
-5.75
1
20.50
4
15.78
2

Motilal Oswal Midcap 30 Fund (Mof30)

-19.86
11
-32.22
20
-10.31
18
23.04
16
19.20
22

Nippon India Growth Fund

-18.62
9
-30.86
17
-9.06
14
22.90
15
18.27
18

Pgim India Midcap Opportunities Fund

-20.59
13
-26.36
7
-8.99
13
23.48
21
18.10
15

Quant Mid Cap Fund

-22.70
20
-25.85
5
-9.50
16
22.58
11
16.56
6

Sbi Magnum Midcap Fund

-17.07
1
-31.80
19
-10.21
17
23.56
22
18.35
20

Sundaram Mid Cap Fund

-19.26
10
-32.36
21
-8.24
9
23.22
20
18.61
21

Tata Mid Cap Growth Fund

-17.10
2
-28.62
10
-6.72
2
21.91
8
17.21
10

Uti Mid Cap Fund

-20.67
14
-28.47
9
-7.53
5
21.94
9
17.27
11

L&T Midcap Fund

-17.25
3
-29.31
12
-12.10
21
21.22
6
16.84
8

Taurus Discovery (Midcap) Fund

-28.01
22
-24.00
3
-8.41
10
21.39
7
16.42
5
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Midcap Fund

0.37
19
0.19
19
0.31
21
0.47
-1.96
16 0.87 9
0.95
9
0.17
16
22.61
16
-0.05
17

Axis Midcap Fund

0.73
4
0.33
4
0.59
4
0.46
4.65
5 0.77 20
0.92
16
0.22
10
27.11
10
-0.00
10

Franklin India Prima Fund

0.39
18
0.20
18
0.34
18
0.48
-6.93
20 0.92 4
0.97
2
0.14
20
18.80
19
-0.09
20

Mirae Asset Midcap Fund

0.92
2
0.40
3
0.68
3
0.49
4.90
3 0.85 13
0.96
5
0.25
4
30.56
3
0.01
5

Bank Of India Mid & Small Cap Equity & Debt Fund

0.56
12
0.26
13
0.52
5
0.44

Dsp Midcap Fund

0.46
17
0.22
17
0.39
17
0.49
-2.53
17 0.79 19
0.96
8
0.16
17
21.67
17
-0.08
19

Edelweiss Mid Cap Fund

0.66
8
0.31
6
0.51
6
0.48
3.79
9 0.89 5
0.96
4
0.24
6
29.12
6
0.01
6

Hdfc Mid Cap Opportunities Fund

0.52
15
0.25
15
0.42
16
0.48
1.30
13 0.88 7
0.98
1
0.21
11
26.54
11
-0.02
12

Idbi Midcap Fund

0.35
21
0.18
20
0.32
19
0.47
-3.86
19 0.88 6
0.96
7
0.15
18
20.56
18
-0.07
18

Invesco India Midcap Fund

0.55
14
0.26
14
0.46
13
0.47
2.50
12 0.79 17
0.94
14
0.22
9
27.71
9
-0.03
13

Kotak Emerging Equity Fund

0.67
7
0.30
8
0.49
10
0.48
3.24
10 0.88 8
0.97
3
0.23
8
28.64
8
0.00
9

Mahindra Manulife Mid Cap Unnati Yojana

0.62
10
0.29
9
0.51
7
0.47
3.86
7 0.85 12
0.91
18
0.21
12
25.50
13
0.01
8

Motilal Oswal Midcap 30 Fund (Mof30)

0.71
5
0.30
7
0.51
8
0.48
4.75
4 0.84 14
0.89
19
0.25
5
29.33
5
0.01
7

Nippon India Growth Fund

0.64
9
0.29
10
0.48
11
0.48
3.80
8 0.97 1
0.95
11
0.21
13
25.43
14
0.03
3

Pgim India Midcap Opportunities Fund

0.93
1
0.43
1
0.75
1
0.47
15.73
1 0.85 11
0.92
17
0.37
2
42.06
1
0.12
1

Quant Mid Cap Fund

0.84
3
0.42
2
0.68
2
0.46
14.58
2 0.80 16
0.77
20
0.38
1
39.43
2
0.09
2

Sbi Magnum Midcap Fund

0.68
6
0.32
5
0.51
9
0.48
4.09
6 0.94 3
0.95
12
0.25
3
30.08
4
0.03
4

Sundaram Mid Cap Fund

0.35
20
0.18
21
0.31
22
0.49
-2.84
18 0.97 2
0.95
13
0.14
19
18.75
20
-0.03
14

Tata Mid Cap Growth Fund

0.56
13
0.26
12
0.45
14
0.48
0.26
15 0.82 15
0.95
10
0.19
15
25.10
15
-0.04
15

Uti Mid Cap Fund

0.60
11
0.28
11
0.47
12
0.47
2.69
11 0.87 10
0.96
6
0.24
7
29.04
7
-0.01
11

L&T Midcap Fund

0.35
22
0.17
22
0.31
20
0.49

Taurus Discovery (Midcap) Fund

0.48
16
0.24
16
0.45
15
0.46
1.00
14 0.79 18
0.93
15
0.20
14
25.77
12
-0.04
16

Pgim India Midcap Opportunities Fund Additional Return Analysis

Pgim India Midcap Opportunities Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1007.52 997.59 1009.53 996.72 1158.99 1053.17 2581.30 2265.54
Direct Plan Value of 1000 Rupee 1007.31 997.65 1010.70 1000.39 1167.81 1070.07 2721.99 2467.83
Fund Information
Fund Launch Date: 11/Nov/2013
Fund Category: Mid Cap Fund
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.
Fund Description: An open ended equity scheme predominantly investing in mid cap stocks
Fund Benchmark: Nifty Midcap 100 TR Index
Source: Fund FactSheet


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