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3 Year return

20.02%
Launched on November 2013 (12 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹10154.97 Cr.

Expense Ratio

0.46% (inclusive of GST)

Exit Load

For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil

Ratings

ARQ Rating
5

Ratings by other agencies

5
4
5

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
Dixon Technologies (India) Ltd3.28%
Max Healthcare Institute Ltd3.27%
Phoenix Mills Ltd2.83%
Cholamandalam Investment & Finance Company Ltd2.44%
Others88.18%
Other Holdings% of Asset
Uno Minda Ltd2.17%
Tube Investments of India Ltd2.16%
Indraprastha Gas Ltd2.16%
HDFC Bank Ltd2.14%
Solar Industries India Ltd2.09%
HDFC Asset Management Company Ltd2.04%
Persistent Systems Ltd2.02%
J K Cements Ltd1.97%
Max Financial Services Ltd1.91%
Container Corporation Of India Ltd1.90%
TVS Motor Company Ltd1.85%
Info Edge (India) Ltd1.76%
Abbott India Ltd1.73%
Poonawalla Fincorp Ltd1.71%
Indian Hotels Co Ltd1.68%
CG Power & Industrial Solutions Ltd1.68%
Varun Beverages Ltd1.60%
Mankind Pharma Ltd1.59%
Astral Ltd1.56%
Eternal Ltd1.55%
Sona BLW Precision Forgings Ltd1.55%
CreditAccess Grameen Ltd1.54%
Aarti Industries Ltd1.51%
Syngene International Ltd1.51%
Escorts Kubota Ltd1.48%
Supreme Industries Ltd1.48%
Narayana Hrudayalaya Ltd1.47%
Interglobe Aviation Ltd1.46%
Devyani International Ltd1.45%
Coforge Ltd1.27%
Axis Bank Ltd1.26%
Motherson Sumi Wiring India Ltd1.24%
Central Depository Services (India) Ltd1.22%
L&T Technology Services Ltd1.12%
Laurus Labs Ltd1.12%
Balkrishna Industries Ltd1.11%
Blue Star Ltd1.05%
SKF India Ltd1.05%
ICICI Bank Ltd1.04%
P I Industries Ltd1.03%
Shriram Finance Ltd1.01%
Voltas Ltd1.00%
Vedant Fashions Ltd0.99%
United Spirits Ltd0.99%
Kajaria Ceramics Ltd0.94%
Dr Lal Pathlabs Ltd0.91%
Havells India Ltd0.87%
Metro Brands Ltd0.80%
Ajanta Pharma Ltd0.77%
Multi Commodity Exchange of India Ltd0.76%
CRISIL Ltd0.75%
Mphasis Ltd0.71%
APL Apollo Tubes Ltd0.71%
Hero MotoCorp Ltd0.66%
Sumitomo Chemical India Ltd0.62%
Happiest Minds Technologies Ltd0.62%
Bharat Rasayan Ltd0.61%
Triveni Turbine Ltd0.60%
Navin Fluorine International Ltd0.57%
SRF Ltd0.55%
AAVAS Financiers Ltd0.55%
Page Industries Ltd0.50%
ZF Commercial Vehicle Control System India Ltd0.48%
AU Small Finance Bank Ltd0.46%
Zydus Lifesciences Ltd0.40%
JSW Infrastructure Ltd0.36%
Trent Ltd0.35%
AIA Engineering Ltd0.27%
Bharti Hexacom Ltd0.26%
Clean Science & Technology Ltd0.24%
Vinati Organics Ltd0.16%
Endurance Technologies Ltd0.15%

PGIM India Mutual Fund Managers

AN

Aniruddha Naha

Fund Manager since Apr 2018

View Details

Fund House Details

PGIM India Mutual Fund

PGIM India Mutual Fund Asset management company

AUM ₹23,240.17 Cr.
No. of Schemes 67
Setup Date May 2010

Peer Comparison

Comparison with other similar funds

Schemes by PGIM India Mutual Fund

List of mutual fund schemes by AMC

About PGIM India Midcap Opportunities Fund Direct Plan Growth

The PGIM India Midcap Opportunities Fund Direct Plan Growth represents an Equity Mutual Fund Scheme introduced by PGIM India Mutual Fund. This fund stands out for its rigorous credit research process, where all potential investments, regardless of their rating status, undergo thorough analysis and approval by the credit team before being included in the fund's portfolio. The investment strategy of the fund is primarily based on the market capitalisation of the stocks, with a predominant focus on midcap stocks in accordance with its investment objective and asset allocation.

Investment Objective of the Scheme

The investment objective of PGIM India Midcap Opportunities Fund Direct Plan Growth is to attain long-term capital appreciation primarily by investing in equity and equity-related instruments of mid-cap companies. The plan seeks outperforming companies for long-term favorable returns.

Key Features of The Fund

5-year return 27.32%
Expense Ratio 0.46%
Fund Manager Aniruddha Naha
Fund Size ₹10154.97 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The PGIM India Midcap Opportunities Fund Direct Plan Growth could be suitable for investors seeking potential returns over the next 3-4 years. This fund focuses on mid-cap companies in India, which offer higher growth potential but also involve a certain level of risk. Investors should be willing to tolerate moderate to high risks and be prepared for higher volatility compared to other investments. As with any investment decision, individuals should carefully assess their risk tolerance and financial goals to determine if the PGIM India Midcap Opportunities Fund Direct Plan Growth aligns with their preferences and circumstances.

AMC Contact Details

Name PGIM India Mutual Fund
Launch Date May 2010
Addresss 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,Bandra (East), Mumbai - 400 051 Phone No: +91 22 6159 3000
Contact 1800 266 7446
Email care@pgimindia.co.in
Website https://www.pgimindiamf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of PGIM India Midcap Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of PGIM India Midcap Opportunities Fund on May 29 2024, is ₹64.95

What is the AUM of PGIM India Midcap Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of PGIM India Midcap Opportunities Fund, is ₹10154.97 crore.

What is the expense ratio of PGIM India Midcap Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of PGIM India Midcap Opportunities Fund is 0.46%

What are the returns of PGIM India Midcap Opportunities Fund since inception?

The PGIM India Midcap Opportunities Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 19.58 since inception.

What is the minimum SIP amount to invest in PGIM India Midcap Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for PGIM India Midcap Opportunities Fund is ₹1000.

How do I invest in PGIM India Midcap Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in PGIM India Midcap Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in PGIM India Midcap Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in PGIM India Midcap Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of PGIM India Midcap Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of PGIM India Midcap Opportunities Fund on May 29 2024, is ₹64.95

What is the AUM of PGIM India Midcap Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of PGIM India Midcap Opportunities Fund, is ₹10154.97 crore.

What is the expense ratio of PGIM India Midcap Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of PGIM India Midcap Opportunities Fund is 0.46%

What are the returns of PGIM India Midcap Opportunities Fund since inception?

The PGIM India Midcap Opportunities Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 19.58 since inception.

What is the minimum SIP amount to invest in PGIM India Midcap Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for PGIM India Midcap Opportunities Fund is ₹1000.

How do I invest in PGIM India Midcap Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in PGIM India Midcap Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in PGIM India Midcap Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in PGIM India Midcap Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.