1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹71.85 |
| Min. SIP amount | ₹1,000 |
| Rating | 3 |
| Fund size | ₹11,700.09Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Equity Mid Cap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 31.2% | 14.8% | 31.4% | 19.8% |
| Category average | 41.5% | 21.0% | 26.9% | NA |
| Rank with in category | 38 | 28 | 4 | NA |
Understand terms
Holdings (76)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 3.44% |
Max Healthcare Institute Ltd. | Healthcare | Equity | 2.97% |
Persistent Systems Ltd. | Technology | Equity | 2.84% |
UNO Minda Ltd. | Automobile | Equity | 2.81% |
Solar Industries India Ltd. | Chemicals | Equity | 2.33% |
The Phoenix Mills Ltd. | Construction | Equity | 2.32% |
Info Edge (India) Ltd. | Services | Equity | 2.31% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.22% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.09% |
Bajaj Finance Ltd. | Financial | Equity | 2.08% |
See All
Pros and cons
Category: Equity Mid Cap
Pros
5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.45%
Cons
Consistently lower annualised returns than category average for the past 1Y and 3Y
Expense ratio, exit load and tax
Expense ratio: 0.45%
Inclusive of GST
Exit load
Exit load of 0.5%, if redeemed within 90 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Vivek SharmaApr 2024 - PresentView details
Vivek Sharma
Apr 2024 - Present
View details
Education
Mr. Sharma is a PGDM Finance
Experience
Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
NAWebsite
www.pgimindiamf.com
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
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