AN
Aniruddha NahaFund Manager Since 1 Jun 2021
EquityMid-Cap
PGIM India Midcap Opportunities Fund Direct Growth
3Y Annualised
13.71%
1.92% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-7.47%
1.92% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 5 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹10459.70 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0.005%
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
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Mid Cap Fund - IDCW Payout
11.75%
2nd
HSBC Mid Cap Fund - IDCW Reinvestment
11.75%
3rd
HSBC Mid Cap Fund - Direct Plan-Growth
11.75%
4th
HSBC Mid Cap Fund - Regular Plan- IDCW Reinvestment
11.62%
5th
HSBC Mid Cap Fund - Regular Plan - Growth
11.62%
66th
PGIM India Midcap Opportunities Fund Direct Growth
-7.47%
Fund Managers
VS
Vivek SharmaFund Manager Since 1 Jun 2021
KJ
Kunal JainFund Manager Since 1 Dec 2021
About PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Midcap Opportunities Fund Direct Growth is a Equity mutual fund scheme from PGIM India Asset Management Private Limited. This fund has been in existence for 11 years, having been launched on 2013-12-02. PGIM India Midcap Opportunities Fund Direct Growth has ₹10459.70 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of PGIM India Midcap Opportunities Fund Direct Growth as of Wed Mar 05 2025 is ₹64.38. The fund has an expense ratio of 0.47%, which is medium comparable to most other Equity funds.
PGIM India Midcap Opportunities Fund Direct Growth returns for the last 1 year are 5.80%. Since launch, it has delivered 17.99% average annual returns.
The PGIM India Midcap Opportunities Fund Direct Growth has the majority of its money invested in Healthcare, Technology, Basic Materials, Consumer Cyclical, Consumer Defensive, Financial Services sectors.
Top 5 Holdings of PGIM India Midcap Opportunities Fund Direct Growth.
- Max Healthcare Institute Ltd Ordinary Shares: 3.58%
- Persistent Systems Ltd: 3.52%
- Dixon Technologies (India) Ltd: 3.16%
- JK Cement Ltd: 2.53%
- Solar Industries India Ltd: 2.49%
AMC Information
| Name | PGIM India Asset Management Private Limited |
|---|---|
| Founding Date | 2013-12-02 |
| care@pgimindia.co.in | |
| Phone | +91 22 61593000 |
| Website | http://www.pgimindiamf.com/ |
| Address | PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli, |
Tax Implications of PGIM India Midcap Opportunities Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from PGIM India Asset Management Private Limited
PGIM India Equity Savings Fund Growth Option
AllocationEquity Savings
3Y CAGR
6.35%
expense ratio
1.32%
fund size
₹69.96 Cr
PGIM India Gilt Fund Direct Plan Growth
Fixed IncomeGovernment Bond
3Y CAGR
7.17%
expense ratio
0.50%
fund size
₹113.71 Cr
PGIM India Midcap Opportunities Fund Direct Growth
EquityMid-Cap
3Y CAGR
13.71%
expense ratio
0.47%
fund size
₹10459.70 Cr
PGIM India Corporate Bond Fund Growth
Fixed IncomeCorporate Bond
3Y CAGR
5.90%
expense ratio
1.01%
fund size
₹94.96 Cr
PGIM India Ultra Short Duration Fund Regular Plan Growth
Fixed IncomeUltra Short Duration
3Y CAGR
7.42%
expense ratio
0.92%
fund size
₹203.53 Cr
FAQs
What is the current NAV of PGIM India Midcap Opportunities Fund Direct Growth?
What are the average returns of PGIM India Midcap Opportunities Fund Direct Growth?
How do I invest in PGIM India Midcap Opportunities Fund Direct Growth?
What is the expense ratio of PGIM India Midcap Opportunities Fund Direct Growth?
What are net assets under management (AUM) of PGIM India Midcap Opportunities Fund Direct Growth?
What is the PE and PB ratio of PGIM India Midcap Opportunities Fund Direct Growth?
What are the top 5 holdings of PGIM India Midcap Opportunities Fund Direct Growth?
What are the top 3 sectors that PGIM India Midcap Opportunities Fund Direct Growth has invested in?
Who is the manager of PGIM India Midcap Opportunities Fund Direct Growth?
What is the exit load of PGIM India Midcap Opportunities Fund Direct Growth?
How to Redeem PGIM India Midcap Opportunities Fund Direct Growth?
Can I invest in SIP and a Lump Sum of PGIM India Midcap Opportunities Fund Direct Growth?
