PGIM India Midcap Opportunities Fund Direct Growth+0.37%

3
30.80%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Midcap Opportunities Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.72%
NAV21.87 (05 Aug 2020)
Fund Started02 Dec 2013
Fund Size167 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Midcap Opportunities Fund Direct Growth
30.8%
4.2%
5.0%
12.4%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
2
9
13
-
*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 30.8% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.72%
    2. 1Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Bharat Rasayan Ltd.ChemicalsEquity4.6%
    Alembic Pharmaceuticals Ltd.HealthcareEquity4.4%
    Tata Consumer Products Ltd.FMCGEquity4.2%
    PI Industries Ltd.ChemicalsEquity3.2%
    Max Financial Services Ltd.FinancialEquity3.2%
    Bayer CropScience Ltd.HealthcareEquity3.2%
    Alkem Laboratories Ltd.HealthcareEquity3.1%
    Dixon Technologies (India) Ltd.EngineeringEquity3.1%
    Page Industries Ltd.TextilesEquity3.0%
    Escorts Ltd.AutomobileEquity3.0%
    See All

    PGIM India Midcap Opportunities Fund Direct Growth Details

    PGIM India Midcap Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 02 Dec 2013. Kumaresh Ramakrishnan, Avinash Agarwal is the Current Fund Manager of PGIM India Midcap Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹167 Cr and the Latest NAV as of 05 Aug 2020 is ₹21.87.

    The PGIM India Midcap Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1%, if redeemed within one month.

    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
    Exit load of 1%, if redeemed within one month.
    Exit Load

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    About PGIM India Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    13 May 2010
    Website
    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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