Historical NAV & Returns
About PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Midcap Opportunities Fund is a mutual fund scheme that focuses on investing in mid-sized companies with high growth potential. The fund invests heavily in mid-cap stocks such as IDFC First Bank, Bharat Forge and Ashok Leyland.According to the investment objective and asset allocation, the fund mostly invests in midcap equities. The Fund Manager will choose equities securities on a stock-by-stock basis, taking into account price-to-earnings, price-to-book, and price-to-sales ratios, as well as growth, margins, asset returns, and cash flows, among other factors.Stocks are chosen based on factors such as the company's historical and current financial condition, potential value creation/unlocking and its impact on earnings growth, capital structure, business prospects, policy environment, management strength among others.
Key Parameters
- PGIM India Midcap Opportunities Fund Direct Growth has ₹9600 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
PGIM India Midcap Opportunities Fund Direct Growth has given a CAGR return of 18.31% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.34%, 13.51% and 34.39% respectively.
Holdings
PGIM India Midcap Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Industrial, Consumer Cyclical, Financial Services, Health, Tech, Basic Materials, Government, Communication, Consumer Defensive, Real Estate, Utilities. Its top holdings are Max Healthcare Institute Ltd Ordinary Shares, Persistent Systems Ltd, Dixon Technologies (India) Ltd, Solar Industries India Ltd, JK Cement Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of PGIM India Midcap Opportunities Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. PGIM India Midcap Opportunities Fund Direct Growth has no lock in period.
PGIM India Midcap Opportunities Fund Direct Growth Overview
| Expense ratio | 0.48% |
Benchmark | S&P BSE Midcap TR INR |
| AUM | ₹9600 Cr |
| Inception Date | 2 December, 2013 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 71.06% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for PGIM India Midcap Opportunities Fund Direct Growth
Trailing Returns
as on (28-Mar-25)
Fund Distribution
as on (28-Feb-25)
- AUM of the fund stands at 9.6K Cr as of Feb'25
- AUM decreased by 859.4 Cr between Feb'25 and Jan'25
Top 3 Sectors in February were Industrial, Consumer Cyclical & Financial Services
Top Growth Drivers | 1M Return |
|---|---|
 Shriram Finance Ltd | 5.6% |
 Bajaj Finance Ltd | 3.7% |
Mutual Fund Insights
PGIM India Midcap Opportunities Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹9600 Cr
Expense Ratio 0.48%
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Frequently Asked Questions for PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Midcap Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.35% | 7.35% |
6 Month Returns | -12.84% | -12.84% |
1 Year Returns | 9.34% | 9.34% |
3 Years Returns | 46.26% | 13.51% |
5 Years Returns | 338.3% | 34.39% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
PGIM India Midcap Opportunities Fund Direct Growth | 1.64 | -4.97 | 2.37 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
PGIM India Midcap Opportunities Fund Direct Growth | 0.93 | 0.82 | 0.89 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
PGIM India Midcap Opportunities Fund Direct Growth | -0.16 | 0.38 | 0.91 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
PGIM India Midcap Opportunities Fund Direct Growth | 18.31 | 14.95 | 21.28 |