PGIM India Midcap Opportunities Fund Regular Growth
Medium
Risk
Equity
Mid Cap Fund
+
19.21
%
19.21
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
9962
NAV:
Mar 7, 2024
53.18
Sector
Tech
Type
Equity
Launched
Dec 2013
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Phoenix Mills Ltd
3.29
%
Max Healthcare Institute Ltd Ordinary Shares
3.25
%
Persistent Systems Ltd
2.56
%
TVS Motor Co Ltd
2.51
%
Cholamandalam Investment and Finance Co Ltd
2.46
%
Tube Investments of India Ltd Ordinary Shares
2.45
%
Dixon Technologies (India) Ltd
2.4
%
Timken India Ltd
2.39
%
Poonawalla Fincorp Ltd
2.37
%
JK Cement Ltd
2.19
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
PGIM India Midcap Opportunities Fund Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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