Investment Objective
PGIM India Midcap Opportunities Fund aims to achieve long-term capital appreciation by primarily investing in equity and equity related securities of mid cap companies.
Investment Strategy
- The fund primarily invests in the stocks of midcap companies.
- It follows a combination of both top-down and bottom–up approaches.
- It also uses valuation parameters, growth, asset returns, margins and cash flows for its stock selection process.
- It also factors in the companies’ historical and current financial condition, potential value creation/unlocking of value and its impact on earnings growth, technological know–how, capital structure, high ROE, business prospects, competitive edge, strength of management, responsiveness to business conditions, product profile, brand equity, market share, policy environment, low debt to equity ratio, research and corporate governance during its stock selection process.
Who Should Invest
- Investors having investment horizon of 5 years and above.
- Those seeking long term capital appreciation through an investment in the equity of mid cap companies.
- Those seeking to create corpuses for long term life goals like children’s higher education, post-retirement expenses, etc.
- Those seeking to invest in turn around stories or good companies going through bad times but having significant potential for alpha generation.