NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹60.96
0.81%
NAV as on 19 Nov 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
mid cap
equity
22.24%p.a.
Last 1Y
11.25%p.a.
Last 3Y
27.92%p.a.
Last 5Y
18.23%p.a.
Since Inception
About PGIM India Midcap Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the PGIM India Midcap Opportunities Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Dec 2013, PGIM India Midcap Opportunities Fund Growth is Mid-Cap fund of its category with 10,942.72 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- PGIM India Midcap Opportunities Fund Growth delivered 22.2% annual returns during the last year. It has delivered 18.2% average annual returns since the fund was launched.
- PGIM India Midcap Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
Dixon Technologies (India) Ltd
3.75%
Max Healthcare Institute Ltd Ordinary Shares
3.28%
Persistent Systems Ltd
2.99%
UNO Minda Ltd
2.68%
Info Edge (India) Ltd
2.27%
Max Financial Services Ltd
2.25%
Solar Industries India Ltd
2.21%
HDFC Asset Management Co Ltd
2.09%
Phoenix Mills Ltd
2.05%
Bajaj Finance Ltd
1.99%
Fund Managers
- Vinay Paharia (Apr 2023 - Present)
- Puneet Pal (Jul 2022 - Present)
- Utsav Mehta (Nov 2023 - Present)
- Vivek Sharma (Apr 2024 - Present)
Key Information
View Scheme Document
PGIM India Midcap Opportunities Fund Growth SIP Calculator
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NRI Mutual Fund Tax on PGIM India Midcap Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in PGIM India Midcap Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in PGIM India Midcap Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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20.7%
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