PGIM India Midcap Opportunities Fund Direct Growth-0.95%

1Groww
-19.07%
1 Year Return
Equity
Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Midcap Opportunities Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.29%
NAV16.8 (21 Aug 2019)
Fund Started02 Dec 2013
Fund Size109 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Midcap Opportunities Fund Direct Growth
-19.1%
0.3%
5.4%
9.4%
Category Average
-7.8%
6.3%
NA
-
Rank within category
21
18
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
    30
    with -19.1% 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.FinancialEquity4.9%
    The Ramco Cements Ltd.ConstructionEquity4.0%
    PI Industries Ltd.ChemicalsEquity4.0%
    Kei Industries Ltd.EngineeringEquity3.6%
    Jubilant FoodWorks Ltd.ServicesEquity3.5%
    Federal Bank Ltd.FinancialEquity3.4%
    Abbott India Ltd.HealthcareEquity3.4%
    L&T Technology Services Ltd.EngineeringEquity3.3%
    Muthoot Finance Ltd.FinancialEquity3.1%
    Prism Johnson Ltd.ConstructionEquity2.6%
    See All

    Other Details

    PGIM India Midcap Opportunities Fund Direct Growth 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 Growth.The fund currently has an Asset Under Management(AUM) of ₹109 Cr and the Latest NAV as of 21 Aug 2019 is ₹16.8.

    The PGIM India Midcap Opportunities Fund Direct Growth 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
    12 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
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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