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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 Aug 12, 2025
i
Price per unit of the scheme.
74.4700-0.49%1 Day Change
-1.10%
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

RISK-O-METER

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

bt_logoFUND PERFORMANCE

As On Aug 12, 2025
Compare fund’s performance against category average across different time periods
8Out of 29 funds in the category
Category Avg Return
-2.15%
Fund Return -1.10%
Low-2.15%7.86%17.87%High
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

*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
    3,60,000
  • Return
    89,562
  • Current Value
    4,49,562

bt_logoFUND MANAGER

Vivek Sharma
Vivek Sharma
i
Lead Fund Manager.
Jun 1, 2021 - Present
  • Fund Manager Rank10Out 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 AUM64,629.77 Cr
  • Highest Return In 1 Yr9.41 %
Other Funds
  • table
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 57.96
0.30%
0.23%
Moderate Risk
8,330.03Cr
₹ 4,480.68
0.53%
0.43%
Moderate Risk
9,543.02Cr
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
Moderate Risk--
  • NAV₹ 12.59
  • Fund Size800.23Cr
Fund Return-0.93%
Category Return--
Nippon India Short Term Fund - Direct Plan - Growth Plan
Moderate Risk
  • NAV₹ 57.96
  • Fund Size8,330.03Cr
Fund Return0.30%
Category Return0.23%
Nippon India Ultra Short Duration Fund Direct Growth Option
Moderate Risk
  • NAV₹ 4,480.68
  • Fund Size9,543.02Cr
Fund Return0.53%
Category Return0.43%
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 AUM22,298.34 Cr
  • Highest Return In 1 Yr7.57 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.38
-1.44%
-1.45%
Very High Risk
994.73Cr
₹ 396.84
-1.60%
-2.32%
Very High Risk
619.98Cr
₹ 74.47
-1.10%
-2.57%
Very High Risk
11,640.22Cr
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.38
  • Fund Size994.73Cr
Fund Return-1.44%
Category Return-1.45%
PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 396.84
  • Fund Size619.98Cr
Fund Return-1.60%
Category Return-2.32%
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 74.47
  • Fund Size11,640.22Cr
Fund Return-1.10%
Category Return-2.57%
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 AUM22,326.38 Cr
  • Highest Return In 1 Yr9.14 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 1,344.44
0.45%
-%
Low Risk
49.69Cr
--
₹ 16.38
-1.44%
-1.45%
Very High Risk
994.73Cr
PGIM India Overnight Fund Direct Growth
Low Risk--
  • NAV₹ 1,344.44
  • Fund Size49.69Cr
Fund Return0.45%
Category Return--
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk--
  • NAV--
  • Fund Size0.00Cr
Fund Return--
Category Return--
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.38
  • Fund Size994.73Cr
Fund Return-1.44%
Category Return-1.45%
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 AUM24,478.13 Cr
  • Highest Return In 1 Yr22.26 %
Other Funds
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  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 396.84
-1.60%
-2.32%
Very High Risk
619.98Cr
--
₹ 16.38
-1.44%
-1.45%
Very High Risk
994.73Cr
₹ 35.92
0.50%
0.43%
Low to Moderate Risk
197.98Cr
PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 396.84
  • Fund Size619.98Cr
Fund Return-1.60%
Category Return-2.32%
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.38
  • Fund Size994.73Cr
Fund Return-1.44%
Category Return-1.45%
PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 35.92
  • Fund Size197.98Cr
Fund Return0.50%
Category Return0.43%
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 AUM17,685.14 Cr
  • Highest Return In 1 Yr22.26 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.38
-1.44%
-1.45%
Very High Risk
994.73Cr
--
₹ 17.21
-1.77%
-3.97%
Very High Risk
1,560.68Cr
₹ 39.25
-2.29%
-2.60%
Very High Risk
798.18Cr
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.38
  • Fund Size994.73Cr
Fund Return-1.44%
Category Return-1.45%
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.21
  • Fund Size1,560.68Cr
Fund Return-1.77%
Category Return-3.97%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 39.25
  • Fund Size798.18Cr
Fund Return-2.29%
Category Return-2.60%
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 AUM14,993.81 Cr
  • Highest Return In 1 Yr4.80 %
Other Funds
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  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 74.47
-1.10%
-2.57%
Very High Risk
11,640.22Cr
--
₹ 17.21
-1.77%
-3.97%
Very High Risk
1,560.68Cr
₹ 39.25
-2.29%
-2.60%
Very High Risk
798.18Cr
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 74.47
  • Fund Size11,640.22Cr
Fund Return-1.10%
Category Return-2.57%
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.21
  • Fund Size1,560.68Cr
Fund Return-1.77%
Category Return-3.97%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 39.25
  • Fund Size798.18Cr
Fund Return-2.29%
Category Return-2.60%
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 AUM23,082.10 Cr
  • Highest Return In 1 Yr22.26 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 17.21
-1.77%
-3.97%
Very High Risk
1,560.68Cr
₹ 74.47
-1.10%
-2.57%
Very High Risk
11,640.22Cr
₹ 39.25
-2.29%
-2.60%
Very High Risk
798.18Cr
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.21
  • Fund Size1,560.68Cr
Fund Return-1.77%
Category Return-3.97%
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 74.47
  • Fund Size11,640.22Cr
Fund Return-1.10%
Category Return-2.57%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 39.25
  • Fund Size798.18Cr
Fund Return-2.29%
Category Return-2.60%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jul, 2025
EQUITY (95.98%)
DEBT (-%)
CASH (4.02%)
Allocation by Market Cap
Large Cap(26.40%)
Mid Cap(59.77%)
Small Cap(6.83%)
Industry Holdings
  • Drug Manufacturers Specialty Generic6.40%
  • Medical Care5.51%
  • Credit Services4.95%
  • Agricultural Inputs4.24%
  • Building Products Equipment4.15%
  • Auto Parts4.07%
Stock Holdings
  • Max Healthcare Institute Ltd Ordinary Shares3.83%
  • JK Cement Ltd3.18%
  • Solar Industries India Ltd3.03%
  • HDFC Asset Management Co Ltd2.84%
  • Bharti Hexacom Ltd2.75%
  • Max Financial Services Ltd2.61%

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.
    -4.06
    This Fund
    VS
    -0.42
    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.
    83.91
    This Fund
    VS
    89.75
    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.
    0.78
    This Fund
    VS
    0.91
    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.
    0.70
    This Fund
    VS
    0.99
    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.
    1.10
    This Fund
    VS
    1.63
    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.
    13.84
    This Fund
    VS
    15.60
    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
--
₹ 17.93
-0.41%
-2.57%
Very High Risk
₹ 1,794.49 Cr
--
₹ 17.68
-0.45%
-2.57%
Very High Risk
₹ 3,153.79 Cr
₹ 155.32
-0.71%
-2.57%
Very High Risk
₹ 57,101.96 Cr
--
₹ 19.79
-0.87%
-2.57%
Very High Risk
₹ 3,454.23 Cr
₹ 129.65
-0.87%
-2.57%
Very High Risk
₹ 32,068.52 Cr
₹ 1,486.87
-0.98%
-2.57%
Very High Risk
₹ 12,818.10 Cr
Bandhan Midcap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.93
  • Fund Size₹ 1,794.49 Cr
Fund Return-0.41%
Category Return-2.57%
Canara Robeco Mid Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.68
  • Fund Size₹ 3,153.79 Cr
Fund Return-0.45%
Category Return-2.57%
Kotak Emerging Equity Scheme Direct Growth
Very High Risk
  • NAV₹ 155.32
  • Fund Size₹ 57,101.96 Cr
Fund Return-0.71%
Category Return-2.57%
WhiteOak Capital Mid Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 19.79
  • Fund Size₹ 3,454.23 Cr
Fund Return-0.87%
Category Return-2.57%
Axis Midcap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 129.65
  • Fund Size₹ 32,068.52 Cr
Fund Return-0.87%
Category Return-2.57%
Sundaram Mid Cap - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 1,486.87
  • Fund Size₹ 12,818.10 Cr
Fund Return-0.98%
Category Return-2.57%
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)
--
₹ 19.17
2.68%
--
Very High Risk
₹ 256.78 Cr
--
₹ 50.59
2.43%
--
Very High Risk
₹ 1,474.90 Cr
--
₹ 11.22
1.36%
--
Very High Risk
₹ 46.80 Cr
₹ 27.94
0.54%
0.38%
Low to Moderate Risk
₹ 93.31 Cr
₹ 22.34
0.51%
0.07%
Low to Moderate Risk
₹ 45.38 Cr
₹ 35.92
0.50%
0.44%
Low to Moderate Risk
₹ 197.98 Cr
PGIM India Emerging Markets Equity Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 19.17
  • Fund Size₹ 256.78 Cr
1 Month Return2.68%
Category Return--
PGIM India Global Equity Opportunities Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 50.59
  • Fund Size₹ 1,474.90 Cr
1 Month Return2.43%
Category Return--
PGIM India Global Select Real Estate Securities FoF Direct Growth
Very High Risk--
  • NAV₹ 11.22
  • Fund Size₹ 46.80 Cr
1 Month Return1.36%
Category Return--
PGIM India Low Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 27.94
  • Fund Size₹ 93.31 Cr
1 Month Return0.54%
Category Return0.38%
PGIM India Banking and PSU Debt Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 22.34
  • Fund Size₹ 45.38 Cr
1 Month Return0.51%
Category Return0.07%
PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 35.92
  • Fund Size₹ 197.98 Cr
1 Month Return0.50%
Category Return0.44%
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 ₹ 26,859.50 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
26,859.50 Cr (
As on Jun 30, 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 Aug 12, 2025 is ₹74.47
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 -1.10%, 3 months is 5.48%, 6 months is 13.16%, and 1 year is 4.62%
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 14.80% and 5 years is 27.05%.
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 11,640.22 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 95.98% in Equity and 4.02% in Cash & Money Market Securities