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PGIM India Midcap Opp Fund Direct Growth

Growth
73.950.09% (-0.07)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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PGIM India Midcap Opp Fund Performance & Key Metrics

PGIM India Midcap Opp Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4666.580.14
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.8948.772.14

PGIM India Midcap Opp Fund Scheme InfoPGIM India Midcap Opp Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Flexi Cap Fund

About Flexi Cap Fund

Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.

PGIM India Midcap Opp Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

PGIM India Midcap Opp Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityFlexi Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
PGIM India Midcap Opp Fund6.49%20.21%18.94%
Parag Parikh Flexi Cap Fund12.52%24.47%20.07%
HDFC Mid-Cap Opportunities Fund7.98%32.71%21.41%
Nippon India Small Cap Fund1.58%30.79%25.60%

PGIM India Midcap Opp Fund Returns Comparison

Compare PGIM India Midcap Opp Fund with any MF, ETF, stock or index
Compare PGIM India Midcap Opp Fund with any MF, ETF, stock or index
PGIM India Midcap Opp Fund
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PGIM India Midcap Opp Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

PGIM India Midcap Opp Fund Asset Allocation

PGIM India Midcap Opp Fund Asset Allocation

Actual

Target

Mar 2024

May 2024

Sep 2024

Nov 2024

ACTUAL
Treasury BillsCash & EquivalentsEquity0.18%3.92%95.90%

Mar 2024

May 2024

Sep 2024

Nov 2024

Tickertape Separator

PGIM India Midcap Opp Fund Sector Distribution

PGIM India Midcap Opp Fund Sector Distribution

+35 moreLabs & Life Sciences ServicesHome Electronics & AppliancesAuto PartsSpecialized FinanceIT Services & Consulting63.76 %5.21 %5.99 %7.13 %7.77 %10.15 %

Mar 2024

May 2024

Sep 2024

Nov 2024

Tickertape Separator

PGIM India Midcap Opp Fund Sector Weightage

PGIM India Midcap Opp Fund Sector Weightage

Sep 23Dec 23Mar 24May 24Sep 24Nov 247.43%7.80%7.90%7.58%0.00%10.15%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

PGIM India Midcap Opp Fund Current Holdings

PGIM India Midcap Opp Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of PGIM India Midcap Opp Fund

AMC Profile of PGIM India Midcap Opp Fund

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

  • No.of Schemes

    23

  • Total AUM

    ₹ 25,143.29 Cr.

PGIM India Midcap Opp Fund Manager Details

PGIM India Midcap Opp Fund Manager Details

PGIM India Midcap Opp Fund Manager Profile

PGIM India Midcap Opp Fund Manager Profile

Sharma Vivek

AUM:  ₹22,067.93 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Utsav Mehta

AUM:  ₹14,980.15 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Vinay Paharia

AUM:  ₹22,019.27 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Puneet Pal

AUM:  ₹19,660.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

PGIM India Midcap Opp Fund Manager Performance (0)

PGIM India Midcap Opp Fund Manager Performance (0)

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PGIM India Midcap Opp Fund Tax Implications

PGIM India Midcap Opp Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

PGIM India Midcap Opp Fund Review & Opinions

PGIM India Midcap Opp Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

PGIM India Midcap Opp Fund FAQs

PGIM India Midcap Opp Fund FAQs

  1. What is the NAV of PGIM India Midcap Opp Fund?

    The Current NAV of PGIM India Midcap Opp Fund is ₹73.95, as of 13th June 2025

  2. What are the returns of PGIM India Midcap Opp Fund?

    The PGIM India Midcap Opp Fund has been there since 2nd December 2013
    • 1 Year Returns: 6.49
    • 3 Year Returns: 20.21
    • 5 Year Returns: 31.58

  3. What are the top 5 sectors holdings of PGIM India Midcap Opp Fund?

    The top sectors PGIM India Midcap Opp Fund has invested in are as for 2nd 12 2013 are as follows -
    • IT Services & Consulting | 10.15%
    • Specialized Finance | 7.77%
    • Auto Parts | 7.13%
    • Home Electronics & Appliances | 5.99%
    • Labs & Life Sciences Services | 5.21%

  4. What are the top 5 holdings PGIM India Midcap Opp Fund?

    The top 5 holdings for PGIM India Midcap Opp Fund are
    • Dixon Technologies (India) Ltd | 3.77%
    • Clearing Corporation of India Ltd. | 3.35%
    • Persistent Systems Ltd | 3.25%
    • Max Healthcare Institute Ltd | 3.11%
    • UNO Minda Ltd | 2.83%

  5. What is the asset allocation of PGIM India Midcap Opp Fund?

    The PGIM India Midcap Opp Fund is a plan that invests
    • Equity | 95.90%
    • Cash & Equivalents | 3.92%
    • Treasury Bills | 0.18%

  6. How to invest in PGIM India Midcap Opp Fund?

    If you wish to invest in PGIM India Midcap Opp Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the PGIM India Midcap Opp Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in PGIM India Midcap Opp Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of PGIM India Midcap Opp Fund?

    The AUM of PGIM India Midcap Opp Fund is 11051.86 Cr as of 13th June 2025

  8. What is the expense ratio of PGIM India Midcap Opp Fund Plan?

    The expense ratio of PGIM India Midcap Opp Fund Plan is 0.46

  9. How to exit PGIM India Midcap Opp Fund?

    If you have invested in PGIM India Midcap Opp Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of PGIM India Midcap Opp Fund?

    The alpha ratio for the PGIM India Midcap Opp Fund is 4.50

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of PGIM India Midcap Opp Fund?

    The volatility or standard deviation for the PGIM India Midcap Opp Fund is 16.92

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of PGIM India Midcap Opp Fund?

    The sharpe ratio for the PGIM India Midcap Opp Fund is 0.14

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of PGIM India Midcap Opp Fund?

    The Sortino ratio for the PGIM India Midcap Opp Fund is 0.01

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of PGIM India Midcap Opp Fund?

    The PE ratio (price-to-earnings) of the PGIM India Midcap Opp Fund is 66.58 while category PE ratio is 48.77

  15. 1. Test MF FAQ for Mutual Fund PGIM India Midcap Opp Fund Shares?

    The Current NAV of PGIM India Midcap Opp Fund is ₹73.95, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for PGIM India Midcap Opp Fund Plan?

    There is a lock in period of N/A for PGIM India Midcap Opp Fund