Mutual Funds
PGIM India Midcap Opportunities Fund Regular Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
India OE Small/Mid Cap		 Total Net Assets (mil)
99,771.19 INR
Morningstar® Benchmark
S&P BSE Midcap TR INR
Used throughout report
 Fund Benchmark
Nifty Midcap 150 TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M -0.10 5.62 2.24
6M 5.46 18.50 12.63
1Y 26.06 60.47 46.70
3Y* 18.42 26.05 21.59
5Y* 23.86 21.76 20.57
10Y* 17.75 20.37 20.08
*Annualised Return Data Through 15/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 - - - -
2023 -4.58 11.92 3.88 8.93
2022 -4.79 -9.12 15.86 -1.91
2021 15.29 16.84 15.54 5.23
2020 -21.32 27.03 23.03 20.68
RISK MEASURES
3Y Alpha -1.12
3Y Beta 0.78
3Y R-Squared 69.95
3Y Info Ratio -0.80
3Y Tracking Error 8.09
3Y Sharpe Ratio 1.05
3Y Std Dev 13.51
3Y Risk bel avg
5Y Risk Avg
10Y Risk bel avg
Calculations use S&P BSE Midcap TR INR (where applicable)

Morningstar Style BoxTM


* Report as of 18 Mar 2024


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