PGIM India Midcap Opportunities Fund Direct Growth

Equity
Mid Cap
Very High Risk
27.90%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹58.00
Min. SIP amount₹1,000
Rating4
Fund size₹9,101.52Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.4%27.9%25.8%19.2%
Category average29.2%26.7%20.1%NA
Rank with in category36122NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
AutomobileEquity3.2%
ConstructionEquity2.9%
HealthcareEquity2.9%
FinancialEquity2.6%
Capital GoodsEquity2.5%
HealthcareEquity2.5%
AutomobileEquity2.4%
FinancialEquity2.3%
FinancialEquity2.3%
Capital GoodsEquity2.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

3Y and 5Y annualised returns higher than category average
1Y annualised returns lower than category average by 15.72%
Lower expense ratio: 0.41%

Expense ratio, exit load and tax

Expense ratio: 0.41%

Inclusive of GST

Exit load

0.5% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Anandha Padmanabhan Anjeneyan
Aug 2023 - Present
View details

Utsav Mehta
Nov 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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