1M
6M
1Y
3Y
5Y
All
| NAV: 10 Jan 2025 | ₹70.83 |
| Min. SIP amount | ₹1,000 |
| Rating | 3 |
| Fund size | ₹11,700.09Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 16.7% | 12.4% | 29.2% | 19.3% |
| Category average | 19.8% | 18.8% | 24.9% | NA |
| Rank with in category | 35 | 29 | 4 | NA |
Understand terms
Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 45.2% | 32.4% | 18,604.02 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 23.3% | 25.6% | 77,682.90 |
Nippon India Growth Fund Direct Growth | 4 | 21.0% | 23.6% | 35,208.97 |
Invesco India Mid Cap Fund Direct Growth | 4 | 36.4% | 23.5% | 5,903.85 |
Kotak Emerging Equity Fund Direct Growth | 4 | 29.9% | 21.7% | 52,626.72 |
Holdings (78)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.77% |
Persistent Systems Ltd. | Technology | Equity | 3.25% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 3.11% |
UNO Minda Ltd. | Automobile | Equity | 2.83% |
Info Edge (India) Ltd. | Services | Equity | 2.48% |
Solar Industries India Ltd. | Chemicals | Equity | 2.28% |
Varun Beverages Ltd. | Consumer Staples | Equity | 2.27% |
The Indian Hotels Company Ltd. | Services | Equity | 2.11% |
Zomato Ltd. | Services | Equity | 2.05% |
CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 2.04% |
HDFC Asset Management Company Ltd. | Financial | Equity | 2.02% |
Max Financial Services Ltd. | Financial | Equity | 1.97% |
JK Cement Ltd. | Construction | Equity | 1.93% |
Syngene International Ltd. | Healthcare | Equity | 1.89% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.89% |
Bajaj Finance Ltd. | Financial | Equity | 1.88% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.80% |
Container Corporation Of India Ltd. | Services | Equity | 1.79% |
Central Depository Services (India) Ltd. | Financial | Equity | 1.74% |
Abbott India Ltd. | Healthcare | Equity | 1.74% |
The Phoenix Mills Ltd. | Construction | Equity | 1.61% |
TVS Motor Company Ltd. | Automobile | Equity | 1.60% |
Astral Ltd. | Chemicals | Equity | 1.58% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.52% |
Trent Ltd. | Services | Equity | 1.49% |
Interglobe Aviation Ltd. | Services | Equity | 1.47% |
PI Industries Ltd. | Chemicals | Equity | 1.39% |
Coforge Ltd. | Technology | Equity | 1.32% |
Page Industries Ltd. | Textiles | Equity | 1.31% |
Bharti Hexacom Ltd. | Communication | Equity | 1.30% |
Prestige Estates Projects Ltd. | Construction | Equity | 1.24% |
Blue Star Ltd. | Consumer Discretionary | Equity | 1.19% |
Mphasis Ltd. | Technology | Equity | 1.19% |
United Spirits Ltd. | Consumer Staples | Equity | 1.18% |
L&T Technology Services Ltd. | Technology | Equity | 1.17% |
Cummins India Ltd. | Capital Goods | Equity | 1.11% |
Shriram Finance Ltd | Financial | Equity | 1.09% |
ICICI Bank Ltd. | Financial | Equity | 1.08% |
Timken India Ltd. | Capital Goods | Equity | 1.06% |
Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.05% |
Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.05% |
Global Health Ltd. | Healthcare | Equity | 1.04% |
Voltas Ltd. | Consumer Discretionary | Equity | 1.03% |
Ajanta Pharma Ltd. | Healthcare | Equity | 0.95% |
Escorts Kubota Ltd. | Automobile | Equity | 0.93% |
Tube Investments Of India Ltd. | Automobile | Equity | 0.91% |
Endurance Technologies Ltd. | Automobile | Equity | 0.89% |
Muthoot Finance Ltd. | Financial | Equity | 0.89% |
Supreme Industries Ltd. | Chemicals | Equity | 0.88% |
Kajaria Ceramics Ltd. | Construction | Equity | 0.87% |
Zydus Lifesciences Ltd. | Healthcare | Equity | 0.87% |
Crisil Ltd. | Services | Equity | 0.84% |
Metro Brands Ltd. | Consumer Staples | Equity | 0.84% |
Balkrishna Industries Ltd. | Automobile | Equity | 0.83% |
Aarti Industries Ltd. | Chemicals | Equity | 0.83% |
Havells India Ltd. | Capital Goods | Equity | 0.82% |
Exide Industries Ltd. | Capital Goods | Equity | 0.82% |
SRF Ltd. | Diversified | Equity | 0.82% |
Polycab India Ltd. | Capital Goods | Equity | 0.80% |
Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.78% |
Triveni Turbine Ltd. | Construction | Equity | 0.78% |
KPIT Technologies Ltd. | Technology | Equity | 0.74% |
Bharat Rasayan Ltd. | Chemicals | Equity | 0.68% |
Bharat Forge Ltd. | Automobile | Equity | 0.67% |
APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.64% |
Indraprastha Gas Ltd. | Energy | Equity | 0.61% |
Torrent Power Ltd. | Energy | Equity | 0.48% |
Pidilite Industries Ltd. | Chemicals | Equity | 0.44% |
JSW Infrastructure Ltd. | Services | Equity | 0.42% |
Kei Industries Ltd. | Capital Goods | Equity | 0.39% |
Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.32% |
PNB Housing Finance Ltd. | Financial | Equity | 0.27% |
Karur Vysya Bank Ltd. | Financial | Equity | 0.27% |
PB Fintech Ltd. | Services | Equity | 0.25% |
Reserve Bank of India | Financial | T-Bills | 0.18% |
Sagility India Ltd. | Services | Equity | 0.18% |
CreditAccess Grameen Ltd. | Financial | Equity | 0.15% |
Hero Motocorp Ltd. | Automobile | Equity | 0.15% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.46%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Expense ratio, exit load and tax
Expense ratio: 0.46%
Inclusive of GST
Exit load
Exit load of 0.5%, if redeemed within 90 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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
Vivek SharmaApr 2024 - PresentView details
Vivek Sharma
Apr 2024 - Present
View details
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
Fund house & investment objective
Fund house contact details
Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
NAWebsite
www.pgimindiamf.com
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.comCompare funds
PGIM India Midcap Opportunities Fund Direct Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWWVERSION - 5.6.4
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: QUANT SMALL CAP FUND | ICICI PRUDENTIAL COMMODITIES FUND | NIPPON INDIA SMALL CAP FUND | PARAG PARIKH FLEXI CAP FUND | GROWW NIFTY TOTAL MARKET INDEX FUND | SBI SMALL MIDCAP FUND | TATA DIGITAL INDIA FUND | AXIS SMALL CAP FUND | ICICI PRUDENTIAL TECHNOLOGY FUND | HDFC INDEX FUND SENSEX PLAN | HDFC SMALL CAP FUND | AXIS EQUITY FUND | CANARA ROBECO SMALL CAP FUND | TATA SMALL CAP FUND | UTI NIFTY FUND
MUTUAL FUNDS COMPANIES: GROWWMF | SBI | AXIS | HDFC | UTI | NIPPON INDIA | ICICI PRUDENTIAL | TATA | KOTAK | DSP | CANARA ROBECO | SUNDARAM | MIRAE ASSET | IDFC | FRANKLIN TEMPLETON | PPFAS | MOTILAL OSWAL | INVESCO | EDELWEISS | ADITYA BIRLA SUN LIFE | LIC | HSBC | NAVI | QUANTUM | UNION | ITI | MAHINDRA MANULIFE | 360 ONE | BOI | TAURUS | JM FINANCIAL | PGIM | SHRIRAM | BARODA BNP PARIBAS | QUANT | WHITEOAK CAPITAL | TRUST | SAMCO | NJ