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pgim india midcap opportunities fund direct growth
PGIM India Midcap Opportunities Fund Direct Growth

PGIM India Midcap Opportunities Fund Direct Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Apr 25, 2025
i
Price per unit of the scheme.
₹ 68.4900-2.05%1 Day Change
1.48%
Minimum Investment₹5000
Expense Ratio0.42%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
5
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
PGIM India Midcap Opportunities Fund Direct Growth
VS
Equity: Mid-Cap Average NAV
    Topper in Equity: Mid-Cap
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    PGIM India Midcap Opportunities Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty Midcap 150 TR INR
    Expense Ratio
    0.42%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 10,302.07 Cr(As on Mar, 2025)
    Inception Date
    Dec 02, 2013
    Turnover
    110.00 %
    Exit Load
    For Exits within 90 days from date of allotment of units 0.50%. For Exits beyond 90 days from date of allotment of units NIL

    bt_logoABOUT THE 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.

    PGIM India Midcap Opportunities Fund Direct Growth is an Equity - Mid-Cap fund. The fund was launched inDec 02, 2013. Its risk level is . The NAV of the fund as onApr 25, 2025 is ₹68.49. Its expense ratio is 0.42 %. The fund has an AUM of ₹10,302.07 Cr.The fund is managed byVinay Paharia,Puneet Pal,Ojasvi Khicha,Vivek Sharma,Anandha Padmanabhan Anjeneyan,Utsav Mehta,Vivek Sharma.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Vivek Sharma
    Vivek Sharma
    i
    Lead Fund Manager.
    Jun 1, 2021 - Present
    • Fund Manager Rank13Out of 25
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed17
    • Total AUM₹ 53,737.71 Cr
    • Highest Return In 1 Yr13.47 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    --
    ₹ 12.62
    2.97%
    -%
    Moderate Risk
    ₹758.80Cr
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    ₹ 56.71
    1.74%
    1.43%
    Moderate Risk
    ₹6,232.07Cr
    Nippon India Ultra Short Duration Fund Direct Growth Option
    ₹ 4,385.23
    0.94%
    0.73%
    Moderate Risk
    ₹6,497.63Cr
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.62
    • Fund Size₹758.80Cr
    Fund Return2.97%
    Category Return--
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    Moderate Risk
    • NAV₹ 56.71
    • Fund Size₹6,232.07Cr
    Fund Return1.74%
    Category Return1.43%
    Nippon India Ultra Short Duration Fund Direct Growth Option
    Moderate Risk
    • NAV₹ 4,385.23
    • Fund Size₹6,497.63Cr
    Fund Return0.94%
    Category Return0.73%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vinay Paharia
    Vinay Paharia
    i
    Lead Fund Manager.
    Apr 1, 2023 - Present
    • Schemes managed8
    • Total AUM₹ 20,185.74 Cr
    • Highest Return In 1 Yr11.83 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 15.81
    2.20%
    1.42%
    Very High Risk
    ₹957.28Cr
    PGIM India Large Cap Fund Direct Plan Growth
    ₹ 385.05
    2.38%
    2.47%
    Very High Risk
    ₹568.93Cr
    PGIM India Midcap Opportunities Fund Direct Growth
    ₹ 68.49
    1.48%
    2.85%
    Very High Risk
    ₹10,302.07Cr
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.81
    • Fund Size₹957.28Cr
    Fund Return2.20%
    Category Return1.42%
    PGIM India Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 385.05
    • Fund Size₹568.93Cr
    Fund Return2.38%
    Category Return2.47%
    PGIM India Midcap Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 68.49
    • Fund Size₹10,302.07Cr
    Fund Return1.48%
    Category Return2.85%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Puneet Pal
    Puneet Pal
    i
    Lead Fund Manager.
    Jul 16, 2022 - Present
    • Schemes managed19
    • Total AUM₹ 20,296.27 Cr
    • Highest Return In 1 Yr12.65 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Overnight Fund Direct Growth
    --
    ₹ 1,323.05
    0.52%
    -%
    Low Risk
    ₹88.11Cr
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    --
    --
    -%
    -%
    Low to Moderate Risk
    ₹0.00Cr
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 15.81
    2.20%
    1.42%
    Very High Risk
    ₹957.28Cr
    PGIM India Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 1,323.05
    • Fund Size₹88.11Cr
    Fund Return0.52%
    Category Return--
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    Low to Moderate Risk--
    • NAV--
    • Fund Size₹0.00Cr
    Fund Return--
    Category Return--
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.81
    • Fund Size₹957.28Cr
    Fund Return2.20%
    Category Return1.42%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ojasvi Khicha
    Ojasvi Khicha
    i
    Lead Fund Manager.
    Apr 1, 2023 - Present
    • Schemes managed13
    • Total AUM₹ 21,941.70 Cr
    • Highest Return In 1 Yr13.72 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Large Cap Fund Direct Plan Growth
    ₹ 385.05
    2.38%
    2.47%
    Very High Risk
    ₹568.93Cr
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 15.81
    2.20%
    1.42%
    Very High Risk
    ₹957.28Cr
    PGIM India Ultra Short Duration Fund Direct Plan Growth
    ₹ 35.19
    0.90%
    0.73%
    Low to Moderate Risk
    ₹204.43Cr
    PGIM India Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 385.05
    • Fund Size₹568.93Cr
    Fund Return2.38%
    Category Return2.47%
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.81
    • Fund Size₹957.28Cr
    Fund Return2.20%
    Category Return1.42%
    PGIM India Ultra Short Duration Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 35.19
    • Fund Size₹204.43Cr
    Fund Return0.90%
    Category Return0.73%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anandha Padmanabhan Anjeneyan
    Anandha Padmanabhan Anjeneyan
    i
    Lead Fund Manager.
    Aug 19, 2023 - Present
    • Schemes managed10
    • Total AUM₹ 15,609.45 Cr
    • Highest Return In 1 Yr13.72 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 15.81
    2.20%
    1.42%
    Very High Risk
    ₹957.28Cr
    PGIM India Small Cap Fund Direct Growth
    --
    ₹ 15.46
    1.58%
    2.33%
    Very High Risk
    ₹1,375.86Cr
    PGIM India ELSS Tax Saver Fund Dir Gr
    ₹ 38.01
    2.12%
    2.22%
    Very High Risk
    ₹740.71Cr
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.81
    • Fund Size₹957.28Cr
    Fund Return2.20%
    Category Return1.42%
    PGIM India Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.46
    • Fund Size₹1,375.86Cr
    Fund Return1.58%
    Category Return2.33%
    PGIM India ELSS Tax Saver Fund Dir Gr
    Very High Risk
    • NAV₹ 38.01
    • Fund Size₹740.71Cr
    Fund Return2.12%
    Category Return2.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Utsav Mehta
    Utsav Mehta
    i
    Lead Fund Manager.
    Nov 1, 2023 - Present
    • Schemes managed4
    • Total AUM₹ 13,375.91 Cr
    • Highest Return In 1 Yr10.43 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Midcap Opportunities Fund Direct Growth
    ₹ 68.49
    1.48%
    2.85%
    Very High Risk
    ₹10,302.07Cr
    PGIM India Small Cap Fund Direct Growth
    --
    ₹ 15.46
    1.58%
    2.33%
    Very High Risk
    ₹1,375.86Cr
    PGIM India ELSS Tax Saver Fund Dir Gr
    ₹ 38.01
    2.12%
    2.22%
    Very High Risk
    ₹740.71Cr
    PGIM India Midcap Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 68.49
    • Fund Size₹10,302.07Cr
    Fund Return1.48%
    Category Return2.85%
    PGIM India Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.46
    • Fund Size₹1,375.86Cr
    Fund Return1.58%
    Category Return2.33%
    PGIM India ELSS Tax Saver Fund Dir Gr
    Very High Risk
    • NAV₹ 38.01
    • Fund Size₹740.71Cr
    Fund Return2.12%
    Category Return2.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vivek Sharma
    Vivek Sharma
    i
    Lead Fund Manager.
    Apr 15, 2024 - Present
    • Schemes managed10
    • Total AUM₹ 20,618.96 Cr
    • Highest Return In 1 Yr13.72 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Small Cap Fund Direct Growth
    --
    ₹ 15.46
    1.58%
    2.33%
    Very High Risk
    ₹1,375.86Cr
    PGIM India Midcap Opportunities Fund Direct Growth
    ₹ 68.49
    1.48%
    2.85%
    Very High Risk
    ₹10,302.07Cr
    PGIM India ELSS Tax Saver Fund Dir Gr
    ₹ 38.01
    2.12%
    2.22%
    Very High Risk
    ₹740.71Cr
    PGIM India Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.46
    • Fund Size₹1,375.86Cr
    Fund Return1.58%
    Category Return2.33%
    PGIM India Midcap Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 68.49
    • Fund Size₹10,302.07Cr
    Fund Return1.48%
    Category Return2.85%
    PGIM India ELSS Tax Saver Fund Dir Gr
    Very High Risk
    • NAV₹ 38.01
    • Fund Size₹740.71Cr
    Fund Return2.12%
    Category Return2.22%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (96.23%)
    DEBT (0.19%)
    CASH (3.58%)
    Allocation by Market Cap
    Large Cap(21.62%)
    Mid Cap(66.02%)
    Small Cap(8.59%)
    Industry Holdings
    • Credit Services6.60%
    • Drug Manufacturers Specialty Generic6.43%
    • Medical Care5.20%
    • Building Products Equipment5.13%
    • Auto Parts4.78%
    • Information Technology Services3.96%
    Stock Holdings
    • Max Healthcare Institute Ltd Ordinary Shares3.75%
    • Solar Industries India Ltd3.37%
    • Dixon Technologies (India) Ltd2.96%
    • Persistent Systems Ltd2.78%
    • JK Cement Ltd2.62%
    • Indian Hotels Co Ltd2.26%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -4.77
      This Fund
      VS
      -0.97
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      84.76
      This Fund
      VS
      90.41
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.79
      This Fund
      VS
      0.90
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.44
      This Fund
      VS
      0.72
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.72
      This Fund
      VS
      1.18
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      15.31
      This Fund
      VS
      16.94
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    PGIM India Asset Management Private Limited
    PGIM India Asset Management Private Limited manages assets worth ₹ 24,137.03 crores. It’s current offering of mutual fund schemes includes 12 equity, 14 debt and 4 hybrid schemes.
    phone icon
    Phone
    +91 22 61593000
    mail icon
    Email
    care@pgimindia.co.in
    aum
    AUM
    ₹ 24,137.03 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    Nirlon House, 2nd Floor, Mumbai,400 030

    bt_logoFAQ's

    What is the category of PGIM India Midcap Opportunities Fund Direct Growth ?
    The category of PGIM India Midcap Opportunities Fund Direct Growth is Equity - Mid-Cap
    What is the current NAV of PGIM India Midcap Opportunities Fund Direct Growth ?
    The current NAV of PGIM India Midcap Opportunities Fund Direct Growth as on Apr 25, 2025 is ₹68.49
    How safe is PGIM India Midcap Opportunities Fund Direct Growth ?
    The risk level of PGIM India Midcap Opportunities Fund Direct Growth is Very High.
    What are short term returns given by PGIM India Midcap Opportunities Fund Direct Growth ?
    The return given by PGIM India Midcap Opportunities Fund Direct Growth in 1 month is 1.48%, 3 months is 1.09%, 6 months is -3.85%, and 1 year is 8.94%
    What are the long term returns given by PGIM India Midcap Opportunities Fund Direct Growth ?
    The return given by PGIM India Midcap Opportunities Fund Direct Growth in 3 years is 14.45% and 5 years is 32.22%.
    What is the expense ratio of PGIM India Midcap Opportunities Fund Direct Growth ?
    The expense ratio of PGIM India Midcap Opportunities Fund Direct Growth is 0.42%
    What is the AUM of PGIM India Midcap Opportunities Fund Direct Growth ?
    The assets under Management (AUM) of PGIM India Midcap Opportunities Fund Direct Growth is Rs 10,302.07 crores.
    What is the minimum investment in PGIM India Midcap Opportunities Fund Direct Growth ?
    The minimum Lumpsum investment in PGIM India Midcap Opportunities Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in PGIM India Midcap Opportunities Fund Direct Growth is ₹1,000.00
    What is the asset allocation of PGIM India Midcap Opportunities Fund Direct Growth?
    PGIM India Midcap Opportunities Fund Direct Growth has an exposure of 96.23% in Equity, 0.19% in Debt and 3.58% in Cash & Money Market Securities

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