PGIM India Midcap Opportunities Fund Direct IDCW

Equity
Mid Cap
Very High Risk
Payout
22.31%
3Y annualised
+0.59% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2024₹50.84
Min. SIP amount₹1,000
Rating3
Fund size₹9,977.12Cr

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 returns33.0%22.3%26.2%19.2%
Category average55.6%24.2%21.4%NA
Rank with in category38223NA
Understand terms

Holdings (72)

NameSectorInstrumentAssets
HealthcareEquity3.30%
ConstructionEquity2.77%
AutomobileEquity2.68%
Capital GoodsEquity2.67%
TechnologyEquity2.64%
FinancialEquity2.31%
FinancialEquity2.26%
ConstructionEquity2.26%
AutomobileEquity2.19%
AutomobileEquity2.07%
See All

Pros and cons

Category: Equity Mid Cap

Pros

Cons

5Y annualised returns higher than category average by 4.79%
Consistently lower annualised returns than category average for the past 1Y and 3Y
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

Anandha Padmanabhan Anjeneyan
Aug 2023 - Present
View details

Utsav Mehta
Nov 2023 - Present
View details

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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