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PGIM India Midcap Opp Fund(IDCW)

IDCW
60.672.26% (-1.40)

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PGIM India Midcap Opp Fund(IDCW)

IDCW
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 11,092 Cr
Very High RiskPrinciple investment will be at very high risk
60.672.26% (-1.40)

Price Chart

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Returns
0.00%
1M
6M
1Y
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 11,092 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4769.351.32
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2858.071.55

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.50%
0.50% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
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About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
PGIM India Midcap Opp Fund(IDCW)25.35%16.82%17.71%
HDFC Mid-Cap Opportunities Fund(IDCW)23.76%21.15%14.28%
Kotak Emerging Equity Fund(IDCW-Payout)38.46%25.80%17.70%
Nippon India Growth Fund(IDCW)24.65%22.44%11.34%

Price Comparison

Compare PGIM India Midcap Opp Fund(IDCW) with any MF, ETF, stock or index
Compare PGIM India Midcap Opp Fund(IDCW) with any MF, ETF, stock or index
PGIM India Midcap Opp Fund(IDCW)
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Treasury BillsCash & EquivalentsEquity0.18%3.92%95.90%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+36 moreLabs & Life Sciences ServicesHome Electronics & AppliancesAuto PartsSpecialized FinanceIT Services & Consulting63.76 %5.21 %5.99 %7.13 %7.77 %10.15 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 247.43%7.80%7.90%8.29%9.79%10.15%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 0.40 %

    Holdings

    3.77 %

    0.40 %
  • Persistent Systems Ltd
    PERSISTENT
    3M change : 0.48 %

    Holdings

    3.25 %

    0.48 %
  • Max Healthcare Institute Ltd
    MAXHEALTH
    3M change : 0.45 %

    Holdings

    3.11 %

    0.45 %

AMC Profile

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

  • No.of Schemes

    24

  • Total AUM

    ₹ 25,619.40 Cr.

Fund Manager Profile

Sharma Vivek

AUM:  ₹21,061.34 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Utsav Mehta

AUM:  ₹15,396.07 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Vinay Paharia

AUM:  ₹22,354.96 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Puneet Pal

AUM:  ₹22,705.44 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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