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₹60.87
(0.66%)
Current NAV 21-11-2024
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22.13%
Returns
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Min. SIP ₹1000
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-May-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 98.7%
- Debt 1.68%
- Others -0.38%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 66.35 |
| Large Cap | 19.07 |
| Small Cap | 10.87 |
| Others | 2.41 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial
Automobile
Healthcare
Services
Capital Goods
Materials
Chemicals
Technology
Construction
Consumer Discretionary
Consumer Staples
Energy
Metals & Mining
Diversified
Textiles
Communication
Insurance
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 22-Nov-2024 |
Holdings | PE Ratio 22-Nov-2024 |
1Y Return |
|---|---|---|---|---|---|
| Dixon Technologies (India) Ltd. | Mid Cap | Capital Goods (240.32) | 3.44% | 129.27 | 184.48% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (92.16) | 2.93% | 91.47 | 61.53% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (100.97) | 2.79% | 54.58 | 45.1% |
| Timken India Ltd. | Mid Cap | Capital Goods (48.21) | 2.74% | 0 | 13.06% |
| Cholamandalam Investment and Finance Company Ltd. | Large Cap | Financial (26.13) | 2.54% | 28.3 | 41.05% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 2.51% | 73.31 | 30.06% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 2.19% | 0 | 14.53% |
| HDFC Bank Ltd. | Large Cap | Financial (18.6) | 2.16% | 19.24 | 15.15% |
| Tube Investments Of India Ltd. | Mid Cap | Automobile (93.26) | 2.07% | 58.39 | -6.9% |
| Persistent Systems Ltd. | Technology | 2.06% | - | 0% | |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (39.62) | 2.04% | 43.67 | 48.21% |
| Astral Ltd. | Mid Cap | Materials (50.19) | 2.02% | 90.24 | -9.4% |
| Container Corporation Of India Ltd. | Mid Cap | Services (40.92) | 1.99% | 37.87 | 5.43% |
| TVS Motor Company Ltd. | Large Cap | Automobile (35.28) | 1.97% | 60.91 | 39.18% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (104.96) | 1.96% | 77.44 | 55.86% |
| JK Cement Ltd. | Mid Cap | Materials (48.88) | 1.92% | 39.15 | 17.53% |
| Info Edge (India) Ltd. | Mid Cap | Services (75.5) | 1.88% | 221.28 | 68.5% |
| Max Financial Services Ltd. | Mid Cap | Financial (21.1) | 1.75% | 117.07 | 19.97% |
| Abbott India Ltd. | Mid Cap | Healthcare (47.38) | 1.7% | 0 | 16.12% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (42.45) | 1.69% | 34.05 | 9.5% |
| The Indian Hotels Company Ltd. | Mid Cap | Services (76.24) | 1.63% | 67.86 | 91.27% |
| Sona BLW Precision Forgings Ltd. | Mid Cap | Automobile (44.27) | 1.62% | 74.98 | 18.28% |
| Poonawalla Fincorp Ltd. | Mid Cap | Financial (68.5) | 1.57% | 0 | 100.49% |
| Indraprastha Gas Ltd. | Mid Cap | Energy (20.39) | 1.56% | 11.81 | -20.06% |
| Varun Beverages Ltd. | Large Cap | Consumer Staples (111.19) | 1.55% | 84.34 | 71.15% |
| Supreme Industries Ltd. | Mid Cap | Materials (42.26) | 1.54% | 53.14 | 11.85% |
| Interglobe Aviation Ltd. | Large Cap | Services (19.38) | 1.54% | 24.11 | 59.17% |
| Syngene International Ltd. | Mid Cap | Healthcare (70.86) | 1.48% | 72.68 | 19.57% |
| Mankind Pharma Ltd. | Large Cap | Healthcare (47.38) | 1.44% | 48.41 | 32.12% |
| Zomato Ltd. | Large Cap | Services (36.51) | 1.44% | -10.49 | 85.47% |
| Balkrishna Industries Ltd. | Mid Cap | Automobile (26.69) | 1.4% | 32.87 | 10.76% |
| Narayana Hrudayalaya Ltd. | Mid Cap | Healthcare (92.16) | 1.37% | 33.42 | 2.04% |
| SKF India Ltd. | Mid Cap | Capital Goods (45.59) | 1.37% | 43.01 | -3.49% |
| CreditAccess Grameen Ltd. | Mid Cap | Financial (6.95) | 1.36% | 10.61 | -47.44% |
| Axis Bank Ltd. | Large Cap | Financial (24.43) | 1.26% | 28.68 | 29.81% |
| Aarti Industries Ltd. | Small Cap | Chemicals (65.04) | 1.25% | 35.02 | -17.42% |
| Coforge Ltd. | Mid Cap | Technology (36.41) | 1.24% | 69.64 | 47.54% |
| Motherson Sumi Wiring India Ltd. | Mid Cap | Automobile (50.69) | 1.22% | 0 | 4.92% |
| Central Depository Services (India) Ltd. | Small Cap | Financial | 1.21% | - | 0% |
| Blue Star Ltd. | Small Cap | Consumer Discretionary (96.13) | 1.11% | 67.45 | 88.75% |
| L&T Technology Services Ltd. | Mid Cap | Technology (56.39) | 1.09% | 42.76 | 15.94% |
| Laurus Labs Ltd. | Small Cap | Healthcare (46.65) | 1.05% | 0 | 9.05% |
| ICICI Bank Ltd. | Large Cap | Financial (18.6) | 1.02% | 18.62 | 38.52% |
| Dr. Lal Pathlabs Ltd. | Small Cap | Healthcare (92.16) | 1.02% | 63.75 | 13.62% |
| Havells India Ltd. | Large Cap | Capital Goods (85.51) | 1% | 74.24 | 27.91% |
| United Spirits Ltd. | Large Cap | Consumer Staples (30.79) | 0.98% | 0 | 0% |
| Kajaria Ceramics Ltd. | Small Cap | Materials (42.4) | 0.95% | 48.87 | -7.39% |
| Voltas Ltd. | Mid Cap | Consumer Discretionary (85.51) | 0.93% | 99.32 | 96.23% |
| Shriram Finance Ltd | Large Cap | Financial (27.85) | 0.93% | 13.31 | 43.91% |
| Endurance Technologies Ltd. | Mid Cap | Automobile (44.5) | 0.93% | 0 | 25.18% |
| SRF Ltd. | Large Cap | Diversified (46.68) | 0.87% | 57 | -6.89% |
| PI Industries Ltd. | Mid Cap | Chemicals (36.24) | 0.86% | 35.25 | 12.95% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (70.94) | 0.85% | 75.2 | -16.38% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (100.97) | 0.84% | 103.35 | 80.4% |
| Devyani International Ltd. | Mid Cap | Services (76.24) | 0.83% | 619.07 | -7.11% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (47.38) | 0.81% | 42.2 | 54.25% |
| Hero Motocorp Ltd. | Mid Cap | Automobile (35.28) | 0.75% | 23.14 | 40.29% |
| Sumitomo Chemical India Ltd. | Small Cap | Chemicals (53.24) | 0.72% | 53.06 | 33.54% |
| Crisil Ltd. | Mid Cap | Services (53.13) | 0.71% | 59.5 | 25.9% |
| Mphasis Ltd. | Mid Cap | Technology (19.56) | 0.7% | 0 | 0% |
| APL Apollo Tubes Ltd. | Mid Cap | Metals & Mining (29.98) | 0.69% | 67.41 | -14.74% |
| Bharat Rasayan Ltd. | Small Cap | Chemicals (36.24) | 0.68% | 30.97 | 30.36% |
| Multi Commodity Exchange Of India Ltd. | Small Cap | Services (95.41) | 0.67% | 90.96 | 116.66% |
| Zydus Lifesciences Ltd. | Mid Cap | Healthcare (47.38) | 0.66% | 21.47 | 47.46% |
| Triveni Turbine Ltd. | Small Cap | Construction (105.83) | 0.65% | 69.17 | 65.36% |
| Happiest Minds Technologies Ltd. | Small Cap | Technology (36.41) | 0.61% | 47.48 | -14.25% |
| Aavas Financiers Ltd. | Small Cap | Financial (19.94) | 0.54% | 26.45 | 10.57% |
| Page Industries Ltd. | Mid Cap | Textiles (62.46) | 0.52% | 0 | 18.95% |
| Torrent Power Ltd. | Mid Cap | Energy (22.31) | 0.52% | 32.6 | 91.1% |
| Vedant Fashions Ltd. | Mid Cap | Services (9.67) | 0.52% | 0 | 100.72% |
| AU Small Finance Bank Ltd. | Mid Cap | Financial (17.76) | 0.48% | 0 | 95.96% |
| JSW Infrastructure Ltd. | Mid Cap | Services | 0.41% | - | 0% |
| Trent Ltd. | Large Cap | Services (70.78) | 0.37% | 130.86 | 153.5% |
| Bharti Hexacom Ltd. | Communication | 0.3% | - | 0% | |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (23.15) | 0.27% | 30.17 | -0.17% |
| Clean Science And Technology Ltd. | Small Cap | Chemicals (65.04) | 0.24% | 53.66 | -3.49% |
| Vinati Organics Ltd. | Small Cap | Chemicals (57.34) | 0.17% | 50.94 | 5.12% |
| Go Digit General Insurance Ltd. | Insurance | 0.05% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Debt
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 1.68 |
Sector Allocation of Debt
Weightage of Portfolio Among Different Sectors.
Others
Financial
Current Stocks Holdings of Debt
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 1.49% | - | 0% | |
| Reserve Bank of India% 182-D 05/09/2024 | Financial | 0.19% | - | 0% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | -0.38 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Others
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -0.38% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for PGIM India Midcap Opportunities Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for PGIM India Midcap Opportunities Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.