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Home>Mutual Funds>PGIM India Mutual Fund>PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Midcap Opportunities Fund Direct Growth

Equity
Mid Cap
Very High Risk
41.82%
3Y annualised
+0.55% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Aug 2022₹49.22
Min. SIP amount₹1,000
Rating5
Fund size₹6,022.66Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.5%41.8%21.6%20.1%
Category average72.8%17.0%15.6%NA
Rank with in category511NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
ABB India Ltd.Capital GoodsEquity4.4%
Timken India Ltd.Capital GoodsEquity4.2%
TVS Motor Company Ltd.AutomobileEquity4.2%
HDFC Bank Ltd.FinancialEquity3.5%
Dalmia Bharat Ltd.ConstructionEquity3.5%
The Indian Hotels Company Ltd.ServicesEquity3.5%
Varun Beverages Ltd.Consumer StaplesEquity3.4%
Cummins India Ltd.Capital GoodsEquity3.3%
Persistent Systems Ltd.TechnologyEquity3.0%
Kajaria Ceramics Ltd.ConstructionEquity2.9%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

3Y and 5Y annualised returns higher than category average
Higher AUM: 6022Cr. Funds with a higher AUM tend to have lower returns in the future
Higher alpha: 12.08 The fund has generated returns higher than benchmark - NIFTY Midcap 150 TRI - in the last 3Y
1Y annualised returns lower than category average by 59.3%
Lower expense ratio: 0.45%

Expense ratio, exit load and tax

Expense ratio: 0.45%

Inclusive of GST

Exit load

0.5% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

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

Puneet Pal
Jul 2022 - Present
View details

Education
Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
Experience
Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
Also manages these schemes

Aniruddha Naha
Apr 2018 - Present
View details

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

Vivek Sharma
Jun 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Address
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022-61593000 / 1800-266-2667
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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FAQs

How to Invest in PGIM India Midcap Opportunities Fund Direct Growth?

You can easily invest in PGIM India Midcap Opportunities Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for PGIM India Midcap Opportunities Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in PGIM India Midcap Opportunities Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does PGIM India Midcap Opportunities Fund Direct Growth provide?

The PGIM India Midcap Opportunities Fund Direct Growth has been there from 02 Dec 2013 and the average annual returns provided by this fund is 13.49% since its inception.

How much expense ratio is charged by PGIM India Midcap Opportunities Fund Direct Growth?

The term Expense Ratio used for PGIM India Midcap Opportunities Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of PGIM India Midcap Opportunities Fund Direct Growth is 0.45% as of 15 Aug 2022...

What is the AUM of PGIM India Midcap Opportunities Fund Direct Growth?

The AUM, short for Assets Under Management of PGIM India Midcap Opportunities Fund Direct Growth is ₹6,022.66Cr as of 15 Aug 2022.

How to Redeem PGIM India Midcap Opportunities Fund Direct Growth?

If you want to sell your PGIM India Midcap Opportunities Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of PGIM India Midcap Opportunities Fund Direct Growth?

You can select either SIP or Lumpsum investment of PGIM India Midcap Opportunities Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of PGIM India Midcap Opportunities Fund Direct Growth?

The NAV of PGIM India Midcap Opportunities Fund Direct Growth is ₹49.22 as of 12 Aug 2022.

What is the PE and PB ratio of PGIM India Midcap Opportunities Fund Direct Growth?

The PE ratio ratio of PGIM India Midcap Opportunities Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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