PGIM India Midcap Opportunities Fund Direct-Growth

Q: What are the returns of PGIM India Midcap Opportunities Fund?

The PGIM India Midcap Opportunities Fund is a 11 yrs 9 m old fund and has delivered average annual returns of 18.34% since inception. PGIM India Midcap Opportunities Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.6% 17.11% 31.29% 16.83% 18.34%

NAV as of May 30, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹72.29-0.11% 1 day change	18.34% p.a.	App exclusive #NA View Ranked Funds	₹10,602 Cr

Historical NAV & returns

NAV: ₹72.29 as on May 30, 2025

This fund Category average

PGIM India Midcap Opportunities Fund overview

Expense ratio	0.46% as on May 31, 2025
Exit load	0.5% Exit load of 0.5%, if redeemed within 90 days.!
AUM (Fund size)	₹10,602 Cr
Lock-in Period	Nil
Age	11 yrs 9 m since Nov 11, 2013
Benchmark	NIFTY Midcap 150 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

PGIM India Midcap Opportunities Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 02, 2025

Period	This fund	Category average
1 Month	5.0%	6.63%
3 Months	14.55%	16.77%
6 Months	-0.9%	-2.19%
1 Year	9.6%	8.34%
2 Years	19.28%	28.72%
3 Years	17.11%	24.55%
4 Years	17.36%	21.62%
5 Years	31.29%	31.18%
7 Years	19.99%	19.14%
10 Years	16.83%	17.22%

View returns in detail

Asset allocationas on Apr 30, 2025

Large Cap 21.43%

Mid Cap 66.59%

Small Cap 8.31%

Other Cap 0%

Top holdings

Solar Industries India Ltd.3.84%

Max Healthcare Institute Ltd.3.65%

Dixon Technologies (India) Ltd.3.59%

JK Cement Ltd.2.64%

Top sectors

Services 17.06%

Healthcare 13.270000000000001%

Financial 13.05%

Capital Goods 9.780000000000001%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Others 3.6%

Reserve Bank of India 0.18%

Allocation by Instruments

CBLO 3.6%

Treasury Bills 0.18%

Other Holdings

Bifurcation by Holding is not available for this fund

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM	Fund age	Expense ratio
PGIM India Midcap Opportunities Fund	N.A.	10,602 Cr	11 yrs 9 m	0.46%
Motilal Oswal Midcap Fund	N.A.	27,780 Cr	11 yrs 6 m	0.7%
Nippon India Growth Fund	N.A.	34,690 Cr	12 yrs 7 m	0.72%
HDFC Mid-Cap Opportunities Fund	N.A.	72,610 Cr	12 yrs 7 m	0.77%
Kotak Emerging Equity Fund	N.A.	48,129 Cr	12 yrs 7 m	0.42%
Edelweiss Mid Cap Fund	N.A.	8,634 Cr	12 yrs 7 m	0.4%

Fund name	1M	6M	1Y	3Y	5Y	10Y
PGIM India Midcap Opportunities Fund	5.0%	-0.9%	9.6%	17.11%	31.29%	16.83%
Motilal Oswal Midcap Fund	5.12%	-8.44%	17.76%	32.48%	38.27%	18.94%
Nippon India Growth Fund	6.54%	-0.71%	10.65%	28.34%	34.66%	18.6%
HDFC Mid-Cap Opportunities Fund	6.36%	0.09%	10.1%	29.58%	34.01%	18.63%
Kotak Emerging Equity Fund	7.6%	-2.91%	9.58%	24.67%	32.36%	19.18%
Edelweiss Mid Cap Fund	6.2%	-1.68%	14.68%	29.21%	35.21%	19.24%

Fund name	Std. deviation	Beta	Sharpe	Sortino
PGIM India Midcap Opportunities Fund	15.22	0.82	0.56	0.85
Motilal Oswal Midcap Fund	18.75	0.9	1.1	1.39
Nippon India Growth Fund	16.7	0.94	1.03	1.57
HDFC Mid-Cap Opportunities Fund	15.54	0.88	1.14	1.73
Kotak Emerging Equity Fund	16.46	0.9	0.81	1.07
Edelweiss Mid Cap Fund	17.0	0.95	1.04	1.46

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	-3.51 vs. 5.93 Underperformed at beating benchmark
Sharpe	0.56 vs. 6.23 Poor risk-adjusted returns
Beta	0.82 vs. 0.9 Less sensitive to market ups & downs
Standard deviation	15.22 vs. 13.94 More volatile performance

Compare PGIM India Midcap Opportunities Fund in detail with

About this fund

About PGIM India Midcap Opportunities Fund

PGIM India Midcap Opportunities Fund Direct-Growth is a Mid Cap mutual fund scheme from Pgim India Mutual Fund. This fund has been in existence for 11 yrs 9 m, having been launched on 11/11/2013. PGIM India Midcap Opportunities Fund Direct-Growth has ₹10,602 Crores worth of assets under management (AUM) as on 30/04/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of PGIM India Midcap Opportunities Fund Direct-Growth as of 30/05/2025 is ₹72.29. The fund has an expense ratio of 0.46%, which is less than what most other Mid Cap funds charge.

PGIM India Midcap Opportunities Fund Direct-Growth returns of last 1-year are 12.41%. Since launch, it has delivered 18.77% average annual returns. The fund has doubled the money invested in it every 5 yrs.
PGIM India Midcap Opportunities Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low.
The fund has the majority of its money invested in Services, Healthcare, Financial, Capital Goods, Automobile sectors. It has taken less exposure in Services, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in Solar Industries India Ltd., Max Healthcare Institute Ltd., Dixon Technologies (India) Ltd., JK Cement Ltd., Persistent Systems Ltd..

...

Fund AUM	10,602 Cr as on Apr 30, 2025
Scheme document	View Scheme Document

Fund managers

Vivek Sharma

Mr. Sharma is a PGDM Finance 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.

Puneet Pal

Mr. Pal is a B.Com (H) and MBA from SIBM Pune. Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.

Vinay Paharia

Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).

Utsav Mehta

Mr. Mehta has done B.Com and CFA Prior to joining PGIM Mutual Fund, he has worked with Edelweiss Asset Management Ltd and Ambit Capital

Investment objective

The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

PGIM India Mutual Fund details

No. of schemes	24 view all schemes
Total AUM	24,165 Cr as on Mar 31, 2025
Address	204, 2nd Floor, Jalaram Business Centre, Ganjawala Lane Near Chamunda Circle, Borivali (W) Mumbai, 400092
Phone	022-61593000 / 1800-266-2667

More funds from PGIM India Mutual Fund

Fund name	ETM Rank	AUM	1Y	5Y
PGIM India Flexi Cap Fund	N.A.	6,143 Cr	10.4%	24.65%
PGIM India ELSS Tax Saver Fund	N.A.	764 Cr	10.82%	24.23%
PGIM India Large Cap Fund	N.A.	593 Cr	7.25%	19.55%
PGIM India Global Equity Opportunities Fund	N.A.	1,301 Cr	5.57%	12.46%
PGIM India Small Cap Fund	N.A.	1,399 Cr	11.81%	N.A.

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of PGIM India Midcap Opportunities Fund?

The current Net Asset Value (NAV) of the PGIM India Midcap Opportunities Fund - Direct Growth plan is approximately ₹72.29 as of May 30, 2025.

What are the returns of this mutual fund scheme?

The PGIM India Midcap Opportunities Fund is a 11 yrs 9 m old fund and has delivered average annual returns of 18.34% since inception.

PGIM India Midcap Opportunities Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.6%	17.11%	31.29%	16.83%	18.34%

How much does this mutual fund charge as expense ratio?

The PGIM India Midcap Opportunities Fund - Direct Growth has an expense ratio of 0.46%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The PGIM India Midcap Opportunities Fund currently has assets under management (AUM) or fund size valued at approximately 10,602 Cr as on Apr 30, 2025.

What are the top stock holdings of PGIM India Midcap Opportunities Fund?

The PGIM India Midcap Opportunities Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Solar Industries India Ltd.	3.84%
Max Healthcare Institute Ltd.	3.65%
Dixon Technologies (India) Ltd.	3.59%
JK Cement Ltd.	2.64%
Persistent Systems Ltd.	2.61%
Max Financial Services Ltd.	2.37%
HDFC Asset Management Company Ltd.	2.2%
The Indian Hotels Company Ltd.	2.2%
Mankind Pharma Ltd.	2.15%
Abbott India Ltd.	2.1%

What are the top sectors PGIM India Midcap Opportunities Fund has invested in?

The PGIM India Midcap Opportunities Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Services	17.06%
Healthcare	13.270000000000001%
Financial	13.05%
Capital Goods	9.780000000000001%
Automobile	8.25%
Chemicals	7.34%
Materials	5.54%
Technology	4.56%
Consumer Staples	3.26%
Consumer Discretionary	3.1100000000000003%

What is risk level of PGIM India Midcap Opportunities Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in PGIM India Midcap Opportunities Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for PGIM India Midcap Opportunities Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in PGIM India Midcap Opportunities Fund is complete.

How can I redeem my investments in PGIM India Midcap Opportunities Fund?

Redeeming your investments in PGIM India Midcap Opportunities Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in PGIM India Midcap Opportunities Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

App exclusive

in Mid Cap

#NA

Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Exit Load: Exit load of 0.5%, if redeemed within 90 days.