PGIM India Midcap Opportunities Fund Regular Growth+0.22%

26.40%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Midcap Opportunities Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.44%
NAV22.55 (30 Oct 2020)
Fund Started02 Dec 2013
Fund Size330 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Midcap Opportunities Fund Regular Growth
26.4%
4.7%
7.8%
12.5%
Category Average
5.6%
0.1%
7.5%
-
Rank within category
1
2
9
-
*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 26.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 5Y 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 benchmark
    3. 5Y Returns are lower than the benchmark
    4. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Natco Pharma Ltd.HealthcareEquity5.0%
    Coforge Ltd.TechnologyEquity4.2%
    Max Financial Services Ltd.FinancialEquity4.2%
    Voltas Ltd.Cons DurableEquity3.7%
    MindTree Ltd.TechnologyEquity3.6%
    Syngene International Ltd.HealthcareEquity3.4%
    Alembic Pharmaceuticals Ltd.HealthcareEquity3.3%
    Whirlpool Of India Ltd.Cons DurableEquity3.3%
    ACC Ltd.ConstructionEquity3.2%
    PI Industries Ltd.ChemicalsEquity3.0%
    See All

    PGIM India Midcap Opportunities Fund Regular Growth Details

    PGIM India Midcap Opportunities Fund Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹330 Cr and the Latest NAV as of 30 Oct 2020 is ₹22.55.

    The PGIM India Midcap Opportunities Fund Regular 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 scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

    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

    Compare Funds

    PGIM India Midcap Opportunities Fund Regular Growth
    VS
    search

    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,
    Similar Funds
    Data not available