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PGIM India Midcap Opportunities Fund - Direct Plan

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.

Suitability

Capital appreciation over long run.

• To achieve long term capital appreciation by predominantly investing in equity and equity related instruments of mid cap companies.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.48%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 9,600
AMC AUM (in Crs.)	₹ 7,627
Min Addition Subscription	₹ 1,000

Benchmark Type

BSE Midcap TR INR

Exit Load

Exit load of 0.5%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	28.89%
HSBC Midcap Fund - Direct Plan	1000	1000	23.42%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	28.89%
Axis Midcap Fund - Direct Plan	100	100	20.59%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	22.88%
DSP Midcap Fund - Direct Plan	500	1000	19.56%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	4
Max Healthcare Institute Ltd Ordinary Shares	Equity	4
Solar Industries India Ltd	Equity	3
Dixon Technologies (India) Ltd	Equity	3
Persistent Systems Ltd	Equity	3
JK Cement Ltd	Equity	3
Indian Hotels Co Ltd	Equity	2
Abbott India Ltd	Equity	2
Mankind Pharma Ltd	Equity	2
Max Financial Services Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	96
Cash - Repurchase Agreement	4
Bond - Gov't Treasury	0
Cash	0

Sector Allocation(%)

Sector	Percent
Industrials	19
Consumer Cyclical	18
Financial Services	18
Healthcare	15
Basic Materials	10

Fund Manager

Vinay Paharia

2+ years of experience

Puneet Pal

2+ years of experience

Utsav Mehta

1+ years of experience

Vivek Sharma

0+ years of experience

PGIM India Fund

AUM₹7,627 Cr

About

DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.##When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.##DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

care@pgimindia.co.in

Phone

9930738128

Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m