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pgim india midcap opportunities fund regular growth
PGIM India Midcap Opportunities Fund Regular Growth

PGIM India Midcap Opportunities Fund Regular Growth

  • Very High Risk
  • Equity
  • Mid-Cap
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NAV as on Jul 17, 2025
i
Price per unit of the scheme.
65.93000.00%1 Day Change
2.53%
Minimum Investment₹5000
Expense Ratio1.72%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
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 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



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 Regular Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

Vivek Sharma
Vivek Sharma
i
Lead Fund Manager.
Jun 1, 2021 - Present
  • Fund Manager Rank6Out of 26
    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 AUM60,990.85 Cr
  • Highest Return In 1 Yr10.77 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 57.85
0.56%
0.48%
Moderate Risk
7,057.73Cr
₹ 4,462.23
0.60%
0.44%
Moderate Risk
8,772.15Cr
Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
Moderate Risk--
  • NAV₹ 12.72
  • Fund Size833.47Cr
Fund Return0.21%
Category Return--
Nippon India Short Term Fund - Direct Plan - Growth Plan
Moderate Risk
  • NAV₹ 57.85
  • Fund Size7,057.73Cr
Fund Return0.56%
Category Return0.48%
Nippon India Ultra Short Duration Fund Direct Growth Option
Moderate Risk
  • NAV₹ 4,462.23
  • Fund Size8,772.15Cr
Fund Return0.60%
Category Return0.44%
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 AUM21,435.34 Cr
  • Highest Return In 1 Yr9.47 %
Other Funds
  • table
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.66
1.09%
1.41%
Very High Risk
975.78Cr
₹ 404.02
1.11%
1.57%
Very High Risk
599.76Cr
₹ 76.35
2.65%
2.73%
Very High Risk
11,051.86Cr
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.66
  • Fund Size975.78Cr
Fund Return1.09%
Category Return1.41%
PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 404.02
  • Fund Size599.76Cr
Fund Return1.11%
Category Return1.57%
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 76.35
  • Fund Size11,051.86Cr
Fund Return2.65%
Category Return2.73%
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 AUM21,638.09 Cr
  • Highest Return In 1 Yr9.82 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 1,339.41
0.42%
-%
Low Risk
74.19Cr
--
₹ 16.66
1.09%
1.41%
Very High Risk
975.78Cr
PGIM India Overnight Fund Direct Growth
Low Risk--
  • NAV₹ 1,339.41
  • Fund Size74.19Cr
Fund Return0.42%
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₹ 16.66
  • Fund Size975.78Cr
Fund Return1.09%
Category Return1.41%
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 AUM23,404.58 Cr
  • Highest Return In 1 Yr13.41 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 404.02
1.11%
1.57%
Very High Risk
599.76Cr
--
₹ 16.66
1.09%
1.41%
Very High Risk
975.78Cr
₹ 35.78
0.58%
0.44%
Low to Moderate Risk
198.08Cr
PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 404.02
  • Fund Size599.76Cr
Fund Return1.11%
Category Return1.57%
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.66
  • Fund Size975.78Cr
Fund Return1.09%
Category Return1.41%
PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 35.78
  • Fund Size198.08Cr
Fund Return0.58%
Category Return0.44%
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 AUM16,761.32 Cr
  • Highest Return In 1 Yr13.41 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 16.66
1.09%
1.41%
Very High Risk
975.78Cr
--
₹ 17.92
6.60%
4.58%
Very High Risk
1,487.37Cr
₹ 40.32
2.10%
2.18%
Very High Risk
772.34Cr
PGIM India Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.66
  • Fund Size975.78Cr
Fund Return1.09%
Category Return1.41%
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.92
  • Fund Size1,487.37Cr
Fund Return6.60%
Category Return4.58%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 40.32
  • Fund Size772.34Cr
Fund Return2.10%
Category Return2.18%
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 AUM14,287.35 Cr
  • Highest Return In 1 Yr9.47 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 76.35
2.65%
2.73%
Very High Risk
11,051.86Cr
--
₹ 17.92
6.60%
4.58%
Very High Risk
1,487.37Cr
₹ 40.32
2.10%
2.18%
Very High Risk
772.34Cr
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 76.35
  • Fund Size11,051.86Cr
Fund Return2.65%
Category Return2.73%
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.92
  • Fund Size1,487.37Cr
Fund Return6.60%
Category Return4.58%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 40.32
  • Fund Size772.34Cr
Fund Return2.10%
Category Return2.18%
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 AUM22,047.75 Cr
  • Highest Return In 1 Yr13.41 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 17.92
6.60%
4.58%
Very High Risk
1,487.37Cr
₹ 76.35
2.65%
2.73%
Very High Risk
11,051.86Cr
₹ 40.32
2.10%
2.18%
Very High Risk
772.34Cr
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.92
  • Fund Size1,487.37Cr
Fund Return6.60%
Category Return4.58%
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 76.35
  • Fund Size11,051.86Cr
Fund Return2.65%
Category Return2.73%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 40.32
  • Fund Size772.34Cr
Fund Return2.10%
Category Return2.18%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (93.00%)
DEBT (0.17%)
CASH (6.83%)
Allocation by Market Cap
Large Cap(18.05%)
Mid Cap(66.75%)
Small Cap(8.21%)
Industry Holdings
  • Drug Manufacturers Specialty Generic6.32%
  • Credit Services6.28%
  • Medical Care5.28%
  • Information Technology Services4.29%
  • Building Products Equipment4.25%
  • Specialty Chemicals4.16%
Stock Holdings
  • Max Healthcare Institute Ltd Ordinary Shares3.87%
  • Solar Industries India Ltd3.69%
  • JK Cement Ltd2.90%
  • Max Financial Services Ltd2.82%
  • Persistent Systems Ltd2.70%
  • HDFC Asset Management Co Ltd2.57%

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.
    -5.21
    This Fund
    VS
    -0.12
    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.
    84.74
    This Fund
    VS
    90.49
    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.
    0.82
    This Fund
    VS
    0.92
    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.
    0.85
    This Fund
    VS
    1.23
    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.
    1.45
    This Fund
    VS
    2.14
    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.
    15.00
    This Fund
    VS
    16.24
    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
₹ 183.33
5.06%
2.73%
Very High Risk
₹ 6,641.11 Cr
--
₹ 19.58
4.51%
2.73%
Very High Risk
₹ 1,396.31 Cr
₹ 36.88
4.11%
2.73%
Very High Risk
₹ 15,414.99 Cr
₹ 198.74
4.10%
2.73%
Very High Risk
₹ 79,717.67 Cr
₹ 125.63
3.98%
2.73%
Very High Risk
₹ 128.00 Cr
₹ 440.79
3.93%
2.73%
Very High Risk
₹ 4,701.47 Cr
Invesco India Mid Cap Fund Growth
Very High Risk
  • NAV₹ 183.33
  • Fund Size₹ 6,641.11 Cr
Fund Return5.06%
Category Return2.73%
JM Midcap Fund Regular Growth
Very High Risk--
  • NAV₹ 19.58
  • Fund Size₹ 1,396.31 Cr
Fund Return4.51%
Category Return2.73%
Mirae Asset Midcap Fund Regular Growth
Very High Risk
  • NAV₹ 36.88
  • Fund Size₹ 15,414.99 Cr
Fund Return4.11%
Category Return2.73%
HDFC Mid-Cap Opportunities Fund Growth
Very High Risk
  • NAV₹ 198.74
  • Fund Size₹ 79,717.67 Cr
Fund Return4.10%
Category Return2.73%
Taurus Discovery (Midcap) Fund - Growth Option
Very High Risk
  • NAV₹ 125.63
  • Fund Size₹ 128.00 Cr
Fund Return3.98%
Category Return2.73%
Tata Mid Cap Growth Fund Regular Growth
Very High Risk
  • NAV₹ 440.79
  • Fund Size₹ 4,701.47 Cr
Fund Return3.93%
Category Return2.73%
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)
--
₹ 17.92
6.60%
4.58%
Very High Risk
₹ 1,487.37 Cr
--
₹ 50.02
4.23%
--
Very High Risk
₹ 1,384.16 Cr
--
₹ 19.03
3.14%
--
Very High Risk
₹ 156.65 Cr
₹ 76.35
2.65%
2.73%
Very High Risk
₹ 11,051.86 Cr
₹ 156.44
2.36%
1.64%
Very High Risk
₹ 214.21 Cr
₹ 40.32
2.10%
2.18%
Very High Risk
₹ 772.34 Cr
PGIM India Small Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.92
  • Fund Size₹ 1,487.37 Cr
1 Month Return6.60%
Category Return4.58%
PGIM India Global Equity Opportunities Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 50.02
  • Fund Size₹ 1,384.16 Cr
1 Month Return4.23%
Category Return--
PGIM India Emerging Markets Equity Fund Direct Plan Growth
Very High Risk--
  • NAV₹ 19.03
  • Fund Size₹ 156.65 Cr
1 Month Return3.14%
Category Return--
PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV₹ 76.35
  • Fund Size₹ 11,051.86 Cr
1 Month Return2.65%
Category Return2.73%
PGIM India Hybrid Equity Fund Direct Plan Growth
Very High Risk
  • NAV₹ 156.44
  • Fund Size₹ 214.21 Cr
1 Month Return2.36%
Category Return1.64%
PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV₹ 40.32
  • Fund Size₹ 772.34 Cr
1 Month Return2.10%
Category Return2.18%
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 ₹ 25,855.59 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
25,855.59 Cr (
As on May 31, 2025
)
location
Address
Nirlon House, 2nd Floor, Mumbai,400 030

bt_logoFAQ's

What is the category of PGIM India Midcap Opportunities Fund Regular Growth ?
The category of PGIM India Midcap Opportunities Fund Regular Growth is Equity - Mid-Cap
What is the current NAV of PGIM India Midcap Opportunities Fund Regular Growth ?
The current NAV of PGIM India Midcap Opportunities Fund Regular Growth as on Jul 17, 2025 is ₹65.93
How safe is PGIM India Midcap Opportunities Fund Regular Growth ?
The risk level of PGIM India Midcap Opportunities Fund Regular Growth is Very High.
What are short term returns given by PGIM India Midcap Opportunities Fund Regular Growth ?
The return given by PGIM India Midcap Opportunities Fund Regular Growth in 1 month is 2.53%, 3 months is 11.24%, 6 months is 8.80%, and 1 year is 4.42%
What are the long term returns given by PGIM India Midcap Opportunities Fund Regular Growth ?
The return given by PGIM India Midcap Opportunities Fund Regular Growth in 3 years is 17.65% and 5 years is 27.79%.
What is the expense ratio of PGIM India Midcap Opportunities Fund Regular Growth ?
The expense ratio of PGIM India Midcap Opportunities Fund Regular Growth is 1.72%
What is the AUM of PGIM India Midcap Opportunities Fund Regular Growth ?
The assets under Management (AUM) of PGIM India Midcap Opportunities Fund Regular Growth is Rs 11,051.86 crores.
What is the minimum investment in PGIM India Midcap Opportunities Fund Regular Growth ?
The minimum Lumpsum investment in PGIM India Midcap Opportunities Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in PGIM India Midcap Opportunities Fund Regular Growth is ₹1,000.00
What is the asset allocation of PGIM India Midcap Opportunities Fund Regular Growth?
PGIM India Midcap Opportunities Fund Regular Growth has an exposure of 93.00% in Equity, 0.17% in Debt and 6.83% in Cash & Money Market Securities