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Pgim India Midcap Opportunities Fund - Direct Plan - Growth Option - Growth

Equity | Mid Cap

(NAV as of 24/11/2023)
57.01 (0.05)

3Y Returns

27.45%

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.4%

Fund Size

9342 Cr

Inception Date

02-Dec-13

Fund Manager

Vinay Paharia

Exit Load

0.50% on or before 90D, Nil after 90D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

95.03%

Debt & Others

4.97%

Market Cap Allocation

Large Cap

19.03%

Mid Cap

67.45%

Small Cap

8.54%

Other Cap

4.97%

Sector Allocation

Automobiles

14.05%

Finance

9.56%

Industrial Products

8.91%

Internet and Technology

6.62%

Consumer Durables

5.59%

Top Ten Holdings

Clearing Corporation of India Limited

4.58%

Cholamandalam Investment And Finance Company Ltd

3.03%

Tube Investments Of India Ltd

2.94%

The Phoenix Mills Ltd

2.81%

Max Healthcare Institute Ltd

2.77%

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. However, There Can Be No Assurance That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Guarantee/ Indicate Any Returns.

Fund House Detail

AMC Name

PGIM India Asset Management Private Limited

Address

Nirlon House, 2nd Floor,Dr. Annie Besant Road, Worli,Mumbai - 400 030

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: VS Binu, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.