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On 1-Year SIP, This 5-Star Rated Midcap Fund Has Given Up To 50% Returns

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Mid-cap funds are a category of equity mutual funds that invests in mid-sized companies shares. Mid-cap firms are defined as companies with a market capitalization of 101 to 250. The Fundcap fund are a good investment option as it delivers good. The top mid-cap mutual funds have a risk-to-reward ratio that is reasonable. They're safer than small-cap stocks. Mid-cap equity funds, on the other hand, can yield higher returns and beat large-cap equity funds over time.To meet their long-term objectives, many investors are still looking to invest in mid-cap plans in 2022.

 

PGIM India Mid-Cap Opportunities Fund- Direct Plan-Growth has delivered promising returns on SIP over the 5 years. In this analysis, we have analyzed the fund's performance over the years, and is it good to start SIP?

PGIM India Midcap Opportunities Fund- Direct Plan-Growth
 

PGIM India Midcap Opportunities Fund- Direct Plan-Growth

NAVFund SizeExpense Ratio
₹49.25 ₹ 4069.76 Cr0.40%

NAV as on January 21, 2022

It's an open-ended mutual fund, which means the investor can invest any time in this fund. The fund has investments in Indian stocks near 94.07% and the rest in other securities. It is a medium-sized business investment fund. The investments in Indian Stock are further diversified in different cap companies such as 9.89% in large caps, 42.07% in the mid-cap, and the rest in small-cap. Fund's expense ratio is below its category average expense ratio is 0.4%. 

This is a fund that is most suitable for investors who want to put their money in for at least three to four years or for a long term and expect good returns. Long-term investments in this fund can provide profits that comfortably outperform inflation and fixed-income returns. These investors should, however, be prepared for moderate losses in their investments. You can start a one-time investment in this fund with Rs 5,000. While for SIP, it can be stated with Rs 1,000. Recently, on January 10, 2022, the PGIM changed the Exit Load in its schemes.

The Scheme's principal goal is to produce long-term capital growth by investing primarily in mid-cap firms' shares and equity-related securities. When stock prices fall, these funds fall more than those that invest in larger firms. So, you might expect larger long-term returns, you can also expect more severe ups and downs. The fund has delivered a good performance among its peers over the years. Tt has also delivered promising returns on SIP for 5 years of continuous investment. The returns it had given over the years are better than its category average. Talking about the risk, it is a highly risky mutual fund, however, it is given 5 stars by the CRISL.

Returns- Absolute and Annualised

Returns- Absolute and Annualised

On investment of Rs 10,000, it has delivered the following returns over the years:

Period Invested forAbsolute ReturnsAnnualised ReturnsCategory Avg
1 Year58.36%58.36%40.80%
2 Year140.24%54.91%32.41%
3 Year169.86%39.18%24.73%
5 Year201.96%24.71%18.50%
Since Inception392.50%21.63%20.47%
SIP Performance Over the Years

SIP Performance Over the Years

On the SIP of Rs 1,000, the fund has delivered following returns over the 1-Year, 2-Yeat, 3-Year, and 5-Years:

Period Invested forAbsolute ReturnsAnnualised Returns
1 Year25.76%50.68%
2 Year82.37%70.19%
3 Year111.44%55.11%
5 Year128.91%33.82%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from MoneyControl and CRISIL. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

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