PGIM India Midcap Opportunities Fund Regular IDCW

Equity
Mid Cap
Very High Risk
Payout
39.90%
3Y annualised
-0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar 2023₹21.21
Min. SIP amountNot Supported
Rating5
Fund size₹7,707.73Cr

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 returns-0.5%39.9%16.8%16.5%
Category average2.0%30.1%11.2%NA
Rank with in category2921NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
Ashok Leyland Ltd.AutomobileEquity4.2%
The Federal Bank Ltd.FinancialEquity4.1%
Cummins India Ltd.Capital GoodsEquity4.1%
Kajaria Ceramics Ltd.ConstructionEquity3.6%
Timken India Ltd.Capital GoodsEquity3.6%
ICICI Bank Ltd.FinancialEquity3.5%
Oberoi Realty Ltd.ConstructionEquity3.3%
Max Financial Services Ltd.FinancialEquity3.2%
SKF India Ltd.Capital GoodsEquity3.1%
Persistent Systems Ltd.TechnologyEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.94%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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