Your Investments need wining stroke

Mutual Fund- 

PGIM Mid Cap Opportunities Fund

By Rajendra

Apr 3, 2023

image source -Unsplash

Category 

Mid Cap

Inception

Dec  02, 2013

Benchmark

Nifty Midcap 150

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AUM  - 7,707 Cr

Fund Manager

Aniruddha Naha & Vivek Sharma

Thick Brush Stroke

PGIM 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

Top 5 Holding

Ashok Leyland

Federal Bank

Cummins

Timken

ICICI Bank

4.22

4.14

4.06

3.58

3.49

Total  -  19.49

Brush Stroke

– Overweight on Materials, Consumer Staple and      Industrial sectors

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Fund Overview

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

Industrial Products

Consumer Durable

Bank

Top 5 Sector

11.52

10.48

8.46

7.20

6.18

Finance

Pharma

Brush Stroke

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

Medium Brush Stroke

Investment Strategy

Brush Stroke

Market Cap Exposure

Large Cap

Mid Cap

13.08%

65.82%

PGIM Mid Cap Opportunities Fund

Small Cap

14.72%

Brush Stroke

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

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Investment Strategy

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

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SIP Performance

Exit Load

upto 12 month - 1%

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As on 31 Mar. 2023

1 Year

3 Year

5 Year

Period

Value

11,530

47,840

1,01,055

Returns

-7.22%

19.41%

21.00%

Monthly SIP of 1,000

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

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

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As on  28 Feb. 2023

1 Year

3 Year

5 Year

Period

Returns

3.65%

29.94%

16.22%