PGIM India Midcap Opportunities Fund Regular Growth

About DHFL Pramerica Midcap Opportunities Fund

The DHFL Pramerica Midcap Opportunities Fund is an open-ended equity scheme. It seeks to achieve long-term capital appreciation by predominantly investing in equity and equity-related instruments of mid-cap companies.

Pros & Cons of DHFL Pramerica Midcap Opportunities Fund

1. The scheme invests a minimum of 65% of its total assets in equity and equity-related instruments of mid-cap companies alone. It is a good option for investors looking to generate wealth over the long-term by investing in mid-cap stocks.
2. As on September 30, 2018, the scheme is not ranked under CRISIL’s MidCap Fund category.
3. Further, it has generated returns of 11.8% per year over the last 5 years (as on December 31, 2018).

Fund Information and Statistics of DHFL Pramerica Midcap Opportunities Fund

i) Inception / Launch Date

The scheme was launched on 02 December 2013 by DHFL Pramerica Mutual Fund.

ii) Risk Level

The scheme is suitable for investors seeking long-term capital appreciation and invests in equity and equity-related instruments of midcap companies. It has a moderately-high risk level.

iii) Redemption

The minimum redemption amount is the Minimum of Rs. 100/- and in multiples of Re.1/- thereafter or 0.1 unit or account balance. Further, the Mutual Fund will dispatch the redemption proceeds within 10 business days of the receipt of a valid redemption request.

iv) Fund Manager(s)

Mr. Aniruddha Naha is the Fund Manager of the DHFL Pramerica Midcap Opportunities Fund.

v) Entry / Exit Load

There is no entry load in this scheme.

The exit load structure is as follows:

• If the units are redeemed after the completion of one year from the date of allotment, then the exit load = Nil
• If the units are redeemed within one year from the date of allotment, then the exit load = 1% of the NAV

Tax benefits of investing in DHFL Pramerica Midcap Opportunities Fund

The following taxes are applicable to income arising from investing in this scheme: 1. Short-term capital gains are taxed at 15% 2. Long-term capital gains in excess of Rs. 1 lakh are taxed at 10% without indexation benefits.

About DHFL Pramerica Mutual Fund

DHFL Pramerica has a presence in around 19 cities across India. It offers an excellent blend of local expertise, global resources, and acumen to investors. Further, the Mutual Fund is committed to designing wealth-building solutions for investors and offers equity, debt, hybrid, and international FoF schemes.