- Mutual Funds
- PGIM India Midcap Opportunities Fund - Dir (G)
PGIM India Midcap Opportunities Fund - Dir (G)
Mid Cap Fund
- NAV 58 (0.45%)
- Fund Size (Cr) ₹9101.52
- Expense Ratio 0.42
- Scheme Type Active Fund
-
Value Research
- Minimum investment ₹5000
- Minimum Additional Investment ₹1000
- Minimum SIP Investment ₹1000
- Minimum Withdrawal ₹500
-
Exit Load
0.5%
- Return Since Launch 19.21%
Basic Details
Vinay Paharia
Nifty Midcap 150 TRI
OPEN
Lumpsum Returns
SIP Returns
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
-
Investment Type
-
Monthly Investment
₹ -
Expected Returns Rate
% -
Time Period
yrs
Total of your Investment will be
₹ 0
Returns
-
Invested Amount
0
-
Estimated Returns
0
-
Select Scheme
-
Investment Type
-
Monthly Investment
₹ -
Time Period
Total of your Investment will be
₹ 0
Returns
-
Invested Amount
0
-
Estimated Returns
0
Risk Ratios
-
Standard Deviation
4.54% -
Beta
0.88% -
Sharpe Ratio
1.96% -
Treynor’s Ratio
2.88% -
Jension’s Alpha
3.97%
Asset Allocation
There is no Asset Allocation data.
Sector Allocation
There is no Sector Allocation data.
Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
-
PGIM India Midcap Opportunities Fund - Dir (G)
- 9101.52
- 8.43%
- 5.24%
- 14.44%
- 13.44%
- 27.90%
-
JM Midcap Fund - Direct (G)
- 536.63
- 11.42%
- 7.91%
- 30.34%
- 41.14%
- -
-
JM Midcap Fund - Direct (IDCW)
- 536.63
- 11.42%
- 7.91%
- 30.34%
- 41.14%
- -
-
Mahindra Manulife Mid Cap Fund - Direct (G)
- 1553.59
- 9.98%
- 8.48%
- 28.93%
- 36.18%
- 32.38%
-
Mahindra Manulife Mid Cap Fund - Direct (IDCW)
- 1553.59
- 9.98%
- 8.48%
- 28.93%
- 36.17%
- 32.40%
-
Nippon India Growth Fund - Direct (G)
- 19081.97
- 11.83%
- 11.47%
- 30.31%
- 35.92%
- 32.55%
News
-
PGIM India Mutual Fund Announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
PGIM India Mutual Fund has announced 18 November 2023 as the record date for declaration of IDCW under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
PGIM India Arbitrage Fund:
Regular Plan ? Monthly IDCW Option: 0.0405
Direct Plan ? Monthly IDCW Option: 0.0409
PGIM India Hybrid Equity Fund:
Regular Plan ? Monthly IDCW Option: 0.1574
Direct Plan ? Monthly IDCW Option: 0.1710
PGIM India Equity Savings Fund:
Regular Plan ? Monthly IDCW Option: 0.0712
Direct Plan ? Monthly IDCW Option: 0.0771
Powered by Capital Market - Live News
-
PGIM India Mutual Fund Announces Appointment of Key Personnel
PGIM India Mutual Fund has announced that Mr. Anoop Gulati has been appointed as the Co - Head Marketing & Business Development of the AMC with effect from November 01, 2023
Details of Mr. Anoop Gulati
Age: 46 years
Designation: Co-Head Marketing & Business Development
Qualification: MBA
Powered by Capital Market - Live News
-
PGIM India MF Announces change fund manager under its scheme
PGIM India Mutual Fund has announced change in fund manager under the following scheme, with effect from November 1, 2023:
Change in Fund Manager of PGIM India Midcap Opportunities Fund:
Name of the Scheme Existing Fund Managers Revised Fund Managers PGIM India Midcap Opportunities Fund ? Mr. Vinay Paharia (Equity Portion)
? Mr. Anandha Padmanabhan Anjeneyan (Equity Portion)
? Mr. Puneet Pal (Debt Portion)? Mr. Vinay Paharia (Equity Portion)
? Mr. Anandha Padmanabhan Anjeneyan (Equity Portion)
? Mr. Utsav Mehta (Equity Portion)
? Mr. Puneet Pal (Debt Portion)Powered by Capital Market - Live News
Fund House Details & Investment Objective
-
Date of Incorporation
11-Nov-2013
-
Total AUM (Cr)
₹9101.52
PGIM India Midcap Opportunities Fund - Dir (G) is an Mid Cap Fund-oriented fund from the renowned AMC, PGIM India Mutual Fund. Launched in Nov 2013, this fund is managed by Vinay Paharia. With assets under management (AUM) worth ₹9101.52 (Cr), as of 01-Dec-2023, PGIM India Midcap Opportunities Fund - Dir (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 19.21% since its launch.
The current NAV of PGIM India Midcap Opportunities Fund - Dir (G) is ₹58, as on 01-Dec-2023. The fund’s benchmark index is Nifty Midcap 150 TRI. You can invest in PGIM India Midcap Opportunities Fund - Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1000 while the minimum lumpsum investment is ₹5000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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
The fund has generated 27.90% and 25.80% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.15% in Equity, 5.13% in Debt and -0.27% in cash and cash equivalents
The top 5 sectors the fund invests in are: 11.01% in Auto Components, 9.72% in Finance, 7.85% in Industrial Products, 6.58% in Debt and 6.27% in Chemicals & Petrochemicals.
FAQs on PGIM India Midcap Opportunities Fund - Dir (G)
PGIM India Midcap Opportunities Fund - Dir (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 19.21% since inception. Looking to invest in PGIM India Midcap Opportunities Fund - Dir (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in PGIM India Midcap Opportunities Fund - Dir (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, PGIM India Midcap Opportunities Fund - Dir (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in PGIM India Midcap Opportunities Fund - Dir (G) today and reap the benefits of this Mid Cap Fund fund!
In the short term, i.e., 1 year, PGIM India Midcap Opportunities Fund - Dir (G) has generated annualised return of 13.44%. In the long-term, the fund has generated 27.90% and 25.80% in 3 and 5 years respectively. Since its inception, the fund has generated 19.21% returns.
The expense ratio of PGIM India Midcap Opportunities Fund - Dir (G) Direct Growth is 0.42%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of PGIM India Midcap Opportunities Fund - Dir (G) is ₹9101.52 (Cr) as of 01 December 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of PGIM India Midcap Opportunities Fund - Dir (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from PGIM India Midcap Opportunities Fund - Dir (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case PGIM India Midcap Opportunities Fund - Dir (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in PGIM India Midcap Opportunities Fund - Dir (G). Minimum lumpsum investment PGIM India Midcap Opportunities Fund - Dir (G) is ₹5000 and minimum SIP amount is ₹1000. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of PGIM India Midcap Opportunities Fund - Dir (G) is ₹58 as on 01 December 2023.
The 5 biggest stock holdings of PGIM India Midcap Opportunities Fund - Dir (G) are:
Tube Investments (3.18%), Phoenix Mills (2.89%), Max Healthcare (2.88%), Cholaman.Inv.&Fn (2.59%), Timken India (2.54%)
A majority of PGIM India Midcap Opportunities Fund - Dir (G) 's AUM worth ₹9101.52 (Cr) is invested in these 3 top sectors:
- Auto Components: 11.01%
- Finance: 9.72%
- Industrial Products: 7.85%
Power your investments with our smart trading platforms
