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PGIM India Midcap Opportunities Fund Direct Growth

Equity
Mid Cap
Very High Risk
37.64%
3Y annualised
-3.39% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Jan 2022₹47.69
Min. SIP amount₹1,000
Rating5
Fund size₹4,069.76Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.9%37.6%23.5%21.1%
Category average72.8%17.0%15.6%NA
Rank with in category111NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
TechnologyEquity4.2%
TechnologyEquity3.9%
FinancialEquity3.3%
HealthcareEquity3.2%
EngineeringEquity3.0%
EngineeringEquity3.0%
TechnologyEquity2.8%
FinancialEquity2.7%
HealthcareEquity2.7%
AutomobileEquity2.7%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 12.45 The fund has generated returns higher than benchmark - NIFTY Midcap 100 TRI - in the last 3Y
Lower expense ratio: 0.4%
Consistently top ranked fund

Cons

1Y annualised returns lower than category average by 12.68%

Expense ratio, exit load and tax

Expense ratio: 0.40%

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

Aniruddha Naha
Apr 2018 - Present
View details
Kunal Jain
Dec 2021 - Present
View details
Vivek Sharma
Jun 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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