PGIM India Midcap Opportunities IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

PGIM India Midcap Opportunities IDCW Payout Direct Plan

NAV
₹51.3700
-0.08%
(19 Apr)
AUM
9,924 Cr
TER
0.45%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+69.2%
+69.2%
+60.9%
+60.9%
+49.6%
+30.1%
3Y
+37.6%
+37.6%
+37.7%
+37.7%
+25.1%
+22.5%
5Y
+32.8%
+32.8%
+26.4%
+26.4%
+21.6%
+26.3%
ALL
+20.0%
+20.0%
+23.5%
+23.5%
+17.8%
+18.6%
VOL
15.0%
15.0%
19.5%
19.5%
-
17.1%
TER
0.7%
0.7%
0.6%
0.6%
-
0.5%
AUM
₹5,873 Cr
₹5,873 Cr
₹8,987 Cr
₹8,987 Cr
-
₹9,924 Cr
INFO
1.34
1.34
1.21
1.21
-
1.08
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
PGIM India Midcap Opportunities IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Clearing Corporation Of India Ltd.
4.1%
Max Healthcare Institute Ltd Ordinary Shares
3.3%
Dixon Technologies (India) Ltd
3.0%
Phoenix Mills Ltd
2.6%
Persistent Systems Ltd
2.4%
Cholamandalam Investment and Finance Co Ltd
2.4%
Tube Investments of India Ltd Ordinary Shares
2.2%
Kotak Mahindra Bank Ltd
2.1%
Solar Industries India Ltd
2.1%
HDFC Bank Ltd
2.1%
Top industry exposure
Consumer Cyclical
18.2%
Industrials
17.9%
Financial Services
17.8%
Healthcare
12.1%
Basic Materials
11.3%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
71%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Fund manager(s)
Vinay Paharia
Puneet Pal
Utsav Mehta
Vivek Sharma

FAQs