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PGIM India Midcap Opportunities Fund Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 200 Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
02 Dec 2013
11.2 years ago
Lock-in Period
No lock-in
NAV
as of 20 Feb 2025
₹65.72
+0.9679% (0.70)
AUM
₹10,460 Cr
Expense ratio
0.47%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
Distribution
Asset split
Market capital
Equity96.26%
Cash3.56%
Debt0.18%
What's in this fund?
Sectors
Holdings
Industrials
Consumer Cyclical
Financial Services
Healthcare
Technology
Fund House
PGIM
Inc: 21 Jan 2003 • Total AUM: ₹24,437 Cr • Rank #26PGIM India Mutual Fund, started in 2016, has Prudential Financial Inc as its sponsors. The fund house is headed by Ajit Menon as the CEO. As of 31 March 2024, it has an AUM of ₹23,973 Cr. The fund house has a network across 27 cities and tie-ups with 8,000+ distributors.
Fund Managers
Vinay Paharia
Experience: 6.86 yrs • Total AUM: 1,34,348 Cr
Puneet Pal
Experience: 7.18 yrs • Total AUM: 1,56,664 Cr
Utsav Mehta
Experience: 1.30 yrs • Total AUM: 86,571 Cr
Vivek Sharma
Experience: 0.84 yrs • Total AUM: 1,28,284 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
29.50%
Expense ratio
0.65%
Returns vs category
Risk vs category
Nippon India Growth Fund
Equity • Mid Cap • Direct Growth3Y CAGR
23.19%
Expense ratio
0.78%
Returns vs category
Risk vs category
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
22.75%
Expense ratio
0.59%
Returns vs category
Risk vs category
Kotak Emerging Equity Scheme
Equity • Mid Cap • Direct Growth3Y CAGR
19.93%
Expense ratio
0.44%
Returns vs category
Risk vs category
SBI Magnum Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
17.39%
Expense ratio
0.81%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.