Name: PGIM India Midcap Opportunities Fund Regular Growth
Brand: PGIM India Mutual Fund

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PGIM India Midcap Opportunities Fund Regular Growth
Equity
Mid Cap
Very High Risk
37.63%
3Y annualised
+1.06% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Oct 2021₹43.12
Min. SIP amountNA
Rating5star
Fund size₹3,060.29 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns88.9%37.6%20.3%20.2%
Category average72.8%17.0%15.6%NA
Rank with in category112NA
Understand termsinfo
Holdings (48)NameSectorInstrumentAssets
Mphasis Ltd.
TechnologyEquity4.0%
Ashok Leyland Ltd.
AutomobileEquity3.3%
Voltas Ltd.
Consumer DurableEquity3.1%
Max Financial Services Ltd.
FinancialEquity3.1%
JB Chemicals & Pharmaceuticals Ltd.
HealthcareEquity2.9%
Cummins India Ltd.
EngineeringEquity2.9%
Sanofi India Ltd.
HealthcareEquity2.9%
L&T Technology Services Ltd.
EngineeringEquity2.8%
BASF India Ltd.
ChemicalsEquity2.8%
Canara Bank
FinancialEquity2.8%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
2.22%
31 Aug 2021 - 30 Sep 2021
2.25%
31 Jul 2021 - 31 Aug 2021
2.26%
30 Jun 2021 - 31 Jul 2021
2.29%
31 May 2021 - 30 Jun 2021
2.33%
30 Apr 2021 - 31 May 2021
2.38%
31 Mar 2021 - 30 Apr 2021
2.16%
28 Feb 2021 - 31 Mar 2021
2.50%
31 Jan 2021 - 28 Feb 2021
2.59%
31 Dec 2020 - 31 Jan 2021
2.63%
30 Nov 2020 - 31 Dec 2020
2.68%
31 Oct 2020 - 30 Nov 2020
2.64%
30 Sep 2020 - 31 Oct 2020
2.33%
31 Aug 2020 - 30 Sep 2020
2.49%
31 Jul 2020 - 31 Aug 2020
2.49%
30 Jun 2020 - 31 Jul 2020
2.55%
31 May 2020 - 30 Jun 2020
2.55%
30 Apr 2020 - 31 May 2020
2.53%
31 Mar 2020 - 30 Apr 2020
2.52%
29 Feb 2020 - 31 Mar 2020
2.50%
31 Jan 2020 - 29 Feb 2020
2.51%
31 Dec 2019 - 31 Jan 2020
2.51%
30 Nov 2019 - 31 Dec 2019
2.51%
31 Oct 2019 - 30 Nov 2019
2.49%
30 Sep 2019 - 31 Oct 2019
2.50%
31 Aug 2019 - 30 Sep 2019
2.59%
31 Jul 2019 - 31 Aug 2019
2.62%
30 Jun 2019 - 31 Jul 2019
2.63%
31 May 2019 - 30 Jun 2019
2.63%
30 Apr 2019 - 31 May 2019
2.57%
31 Mar 2019 - 30 Apr 2019
2.84%
28 Feb 2019 - 31 Mar 2019
2.88%
31 Jan 2019 - 28 Feb 2019
2.88%
31 Dec 2018 - 31 Jan 2019
2.86%
30 Nov 2018 - 31 Dec 2018
2.86%
31 Oct 2018 - 30 Nov 2018
2.85%
30 Sep 2018 - 31 Oct 2018
3.06%
31 Aug 2018 - 30 Sep 2018
3.07%
31 Jul 2018 - 31 Aug 2018
3.07%
30 Jun 2018 - 31 Jul 2018
3.07%
31 May 2018 - 30 Jun 2018
2.66%
30 Apr 2018 - 31 May 2018
2.66%
31 Mar 2018 - 30 Apr 2018
2.66%
28 Feb 2018 - 31 Mar 2018
2.65%
31 Jan 2018 - 28 Feb 2018
2.62%
31 Dec 2017 - 31 Jan 2018
2.62%
30 Nov 2017 - 31 Dec 2017
2.61%
31 Oct 2017 - 30 Nov 2017
2.63%
Expense ratio, exit load and taxExpense ratio: 2.22%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAniruddha Naha
Apr 2018 - Present
View details
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Education
Mr. Naha has done Masters in Finance & Control.
Experience
Aniruddha Naha is Senior Fund Manager – Equity at PGIM India Asset Management Pvt. Ltd. He is the fund manager for PGIM India Diversified Equity Fund and PGIM India Midcap Opportunities Fund
Aniruddha has done his Masters in Finance & Control and has over 18 years of industry experience in the equity and debt market.
In his last assignment, Aniruddha was Portfolio Manager - Avendus Wealth Management Pvt. Ltd. where he was their Head of PMS, Equity and managed 2 mandates: Avendus India Alpha Fund and the Midcap Fund. Prior to that Aniruddha was was Fund Manager - IDFC Asset Management Company Ltd. and managed an AUM of Rs.1600Crs across 3 funds in the diversified and midcap space. Aniruddha has also had stints as Portfolio Manager - Mirae Asset Global Investments (Hong Kong) Ltd. and as Fund Manager - DSP BlackRock Investment Managers Pvt. Ltd.
Also manages these schemes
PGIM India Midcap Opportunities Fund Direct IDCW
PGIM India Midcap Opportunities Fund Regular Growth
PGIM India Midcap Opportunities Fund Regular IDCW
PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Flexi Cap Fund Regular Growth
PGIM India Flexi Cap Fund Direct IDCW
PGIM India Flexi Cap Fund Regular IDCW
PGIM India Flexi Cap Fund Direct Growth
PGIM India Balanced Advantage Fund Regular Growth
PGIM India Balanced Advantage Fund Direct Growth
Vivek Sharma
Jun 2021 - Present
View details
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Education
Mr. Sharma is a PGDM Finance
Experience
Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Also manages these schemes
PGIM India Midcap Opportunities Fund Direct IDCW
PGIM India Midcap Opportunities Fund Regular Growth
PGIM India Midcap Opportunities Fund Regular IDCW
PGIM India Midcap Opportunities Fund Direct Growth
Fund house & investment objective
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PGIM India Mutual Fund
Rank (total assets)#26 in India
Total AUM6,924.71 Cr
Date of Incorporation13 May 2010
PGIM India Midcap Opportunities Fund Regular Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available 
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 13 May 2010. 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 ₹6,925 Cr and the Latest NAV as of 27 Oct 2021 is ₹43.12.
The PGIM India Midcap Opportunities Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 1000. For units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days...Read more
Investment Objective
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Fund benchmarkNIFTY Midcap 100 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
Phone
022-61593000
Launch Date
13 May 2010
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	88.9%	37.6%	20.3%	20.2%
Category average	72.8%	17.0%	15.6%	NA
Rank with in category	1	1	2	NA

Name	Sector	Instrument	Assets
Mphasis Ltd.	Technology	Equity	4.0%
Ashok Leyland Ltd.	Automobile	Equity	3.3%
Voltas Ltd.	Consumer Durable	Equity	3.1%
Max Financial Services Ltd.	Financial	Equity	3.1%
JB Chemicals & Pharmaceuticals Ltd.	Healthcare	Equity	2.9%
Cummins India Ltd.	Engineering	Equity	2.9%
Sanofi India Ltd.	Healthcare	Equity	2.9%
L&T Technology Services Ltd.	Engineering	Equity	2.8%
BASF India Ltd.	Chemicals	Equity	2.8%
Canara Bank	Financial	Equity	2.8%

Rating	5
Fund size	₹3,060.29 Cr