PGIM India Midcap Opportunities Fund Direct Growth

Equity
Mid Cap
Very High Risk
15.74%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹75.40
Min. SIP amount₹1,000
Rating3
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
1Y3Y5YAll
Fund returns27.7%15.7%31.8%20.1%
Category average33.7%22.3%27.3%NA
Rank with in category36284NA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
64.4%36.9%18,604.02
4
34.2%28.8%77,682.90
4
35.4%27.4%35,208.97
4
41.5%24.6%52,626.72
5
27.3%24.5%9,500.70

Holdings (77)

NameSectorInstrumentAssets
Capital GoodsEquity3.75%
HealthcareEquity3.28%
TechnologyEquity2.99%
AutomobileEquity2.68%
ServicesEquity2.27%
FinancialEquity2.25%
ChemicalsEquity2.21%
FinancialEquity2.09%
ConstructionEquity2.05%
FinancialEquity1.99%
Capital GoodsEquity1.99%
ConstructionEquity1.98%
InsuranceEquity1.97%
FinancialEquity1.88%
ServicesEquity1.86%
ServicesEquity1.83%
ServicesEquity1.80%
HealthcareEquity1.76%
HealthcareEquity1.75%
FinancialEquity1.67%
AutomobileEquity1.66%
ServicesEquity1.58%
ChemicalsEquity1.58%
AutomobileEquity1.57%
ChemicalsEquity1.55%
Consumer StaplesEquity1.50%
ServicesEquity1.38%
ConstructionEquity1.25%
Consumer DiscretionaryEquity1.22%
TechnologyEquity1.17%
TechnologyEquity1.16%
FinancialEquity1.15%
AutomobileEquity1.15%
Consumer StaplesEquity1.13%
Capital GoodsEquity1.13%
ServicesEquity1.12%
HealthcareEquity1.11%
TechnologyEquity1.11%
HealthcareEquity1.09%
FinancialEquity1.09%
Capital GoodsEquity1.08%
Consumer DiscretionaryEquity1.04%
EnergyEquity1.02%
AutomobileEquity1.00%
TextilesEquity0.99%
HealthcareEquity0.98%
ChemicalsEquity0.96%
CommunicationEquity0.96%
Consumer StaplesEquity0.93%
AutomobileEquity0.92%
HealthcareEquity0.92%
FinancialEquity0.90%
ConstructionEquity0.87%
ServicesEquity0.87%
AutomobileEquity0.87%
AutomobileEquity0.86%
Capital GoodsEquity0.84%
ChemicalsEquity0.83%
Consumer StaplesEquity0.83%
DiversifiedEquity0.82%
Capital GoodsEquity0.80%
TechnologyEquity0.76%
ChemicalsEquity0.72%
ConstructionEquity0.71%
Metals & MiningEquity0.65%
ChemicalsEquity0.65%
EnergyEquity0.58%
TechnologyEquity0.54%
Capital GoodsEquity0.46%
ChemicalsEquity0.45%
ServicesEquity0.43%
AutomobileEquity0.41%
Consumer StaplesEquity0.40%
FinancialEquity0.38%
Capital GoodsEquity0.37%
FinancialEquity0.30%
Reserve Bank of India
FinancialT-Bills0.18%
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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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 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
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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