By Rajendra Sep 05, 2022

Your Investments need wining stroke

PGIM India Mid Cap Opportunities Fund

Brush Stroke

Fund has a low portfolio overlap (25%) against its benchmark

Medium Brush Stroke

Fund Overview

Runs a concentrated portfolio of 49 stocks

Brush Stroke

– Overweight on Materials, Consumer Staple and      Industrial sectors

Medium Brush Stroke

Fund Overview

– Currently Fund is invested 10% Large cap,   66% Mid cap & 18% Small caps

Brush Stroke

Fund invests in midcap stocks in accordance with the investment objective & asset allocation.

Medium Brush Stroke

Investment Strategy

Brush Stroke

Stock selected valuation parameters, growth, asset returns, cash flows etc.

Medium Brush Stroke

Investment Strategy

Also business conditions, product profile, brand equity, market share, research

Brush Stroke

Top 40-45% - Company - stable earning & strong earning visibility

Medium Brush Stroke

Portfolio Positioning

Middle 40-45% - Strong earnings growth

Bottom 10-20% - Turn around stories / good company going through bad time

Brush Stroke

Timken India     - 4.17

Medium Brush Stroke

Portfolio Positioning

ABB                     – 3.64

HDFC Bank        - 3.51

Top 5 Overweight 

TVS Motor          - 2.97

Dalmia Bharat  - 2.75

Brush Stroke

Adani Total Gas - 4.79

Medium Brush Stroke

Portfolio Positioning

Tata Power          - 2.10

BEL                       - 1.83

Top 5 Underweight

Tata Elxsi             - 1.63

Page Inds            - 1.61

HDFC Bank     Persistent 

ABB                 Indian Hotels

TVS Motors       Cummins 

Timken           Varun Beverage

Dalmia              Kajaria

Top 10 Stock 

Brush Stroke

Portfolio Stats

No of Stock

Top10 Equity Holding

AUM

49

35.08%

  6,022 Cr

PGIM India Mid Cap Opportunities Fund

Brush Stroke

Scheme Performance

Period

1 Year

3 Year

5 Year

Returns

9.67%

41.07%

19.23%

PGIM India Mid Cap Opportunities Fund