PGIM India Midcap Opportunities Fund Direct Dividend+1.23%

1Groww
11.51%
1 Year Return
Equity
Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Midcap Opportunities Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.76%
NAV17.04 (16 Jan 2020)
Fund Started02 Dec 2013
Fund Size133 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Midcap Opportunities Fund Direct Dividend
11.5%
8.1%
6.2%
12.5%
Category Average
13.1%
12.2%
NA
-
Rank within category
11
16
19
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 11.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    City Union Bank Ltd.FinancialEquity4.5%
    Tata Global Beverages Ltd.FMCGEquity3.9%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.6%
    APL Apollo Tubes Ltd.MetalsEquity3.3%
    PI Industries Ltd.ChemicalsEquity3.2%
    Bajaj Finance Ltd.FinancialEquity3.1%
    Atul Ltd.ChemicalsEquity3.1%
    The Ramco Cements Ltd.ConstructionEquity3.1%
    Voltas Ltd.Cons DurableEquity3.0%
    Bharat Rasayan Ltd.ChemicalsEquity2.9%
    See All

    Other Details

    PGIM India Midcap Opportunities Fund Direct Dividend is a Equity Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 02 Dec 2013. Kumaresh Ramakrishnan, Avinash Agarwal is the Current Fund Manager of PGIM India Midcap Opportunities Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹133 Cr and the Latest NAV as of 16 Jan 2020 is ₹17.04.

    The PGIM India Midcap Opportunities Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    The primary objective of Scheme is to achieve long term capital appreciation by predominantly investing in equity and equity related securities including derivatives of large cap companies. The scheme may also invest in equity & equity related securities of other than large cap companies besides debt & money market instruments.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About DHFL Pramerica Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    13 May 2010
    DHFL Pramerica Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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