PGIM India Midcap Opportunities Fund Direct Growth

Equity
Mid Cap
Very High Risk
20.44%
3Y annualised
+0.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹65.63
Min. SIP amount₹1,000
Rating3
Fund size₹10,154.97Cr

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 returns32.3%20.4%27.9%19.7%
Category average56.6%25.2%24.1%NA
Rank with in category39275NA
Understand terms

Holdings (78)

NameSectorInstrumentAssets
Capital GoodsEquity3.28%
HealthcareEquity3.27%
ConstructionEquity2.83%
FinancialEquity2.44%
Capital GoodsEquity2.31%
AutomobileEquity2.17%
EnergyEquity2.16%
AutomobileEquity2.16%
FinancialEquity2.14%
ChemicalsEquity2.09%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

5Y annualised returns higher than category average by 3.82%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.46%

Expense ratio, exit load and tax

Expense ratio: 0.46%

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

Education
Mr. Mehta has done B.Com and CFA
Experience
Prior to joining PGIM Mutual Fund, he has worked with Edelweiss Asset Management Ltd and Ambit Capital
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
NA
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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