Home Mf Research Pgim India Midcap Opportunities Fund Regular Plan Growth
PGIM INDIA MUTUAL FUND

PGIM India Midcap Opportunities Fund - Regular Plan - Growth

Others Solution Oriented Fund Of Funds
Fund House : PGIM INDIA MUTUAL FUND
Overview
Returns
Portfolio
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI
NAV (as on 2025-06-20)
64.13 1.31%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
n/a%
Expense Ratio (Direct)
n/a%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-06-13 ₹1,000.00 ₹1,003.13
0.31 %
Two Week 2025-06-05 ₹1,000.00 ₹1,007.86
0.79 %
One Month 2025-05-21 ₹1,000.00 ₹1,035.36
3.54 %
Three Months 2025-03-24 ₹3,000.00 ₹3,170.94
5.70 %
Six Months 2024-12-23 ₹6,000.00 ₹6,421.87
7.03 %
One Year 2024-06-20 ₹12,000.00 ₹12,569.43
4.75 %
Three Year 2022-06-21 ₹36,000.00 ₹45,697.72
26.94 %
Five Year 2020-06-22 ₹60,000.00 ₹95,270.07
58.78 %
Ten Year 2015-06-23 ₹120,000.00 ₹322,579.93
168.82 %
Since Inception 2013-12-02 ₹141,000.00 ₹422,855.11
199.90 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
Solar Industries India Ltd. Chemicals & Petrochemicals Equity 4.50
Max Healthcare Institute Ltd. Healthcare Services Equity 3.59
Dixon Technologies (India) Ltd. Consumer Durables Equity 3.08
JK Cement Ltd. Cement & Cement Products Equity 2.73
Persistent Systems Ltd. IT - Software Equity 2.65
Max Financial Services Ltd. Insurance Equity 2.61
HDFC Asset Management Company Ltd. Capital Markets Equity 2.30
UNO Minda Ltd. Auto Components Equity 2.22
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology Equity 2.06
The Indian Hotels Company Ltd. Leisure Services Equity 2.06
Abbott India Ltd. Pharmaceuticals & Biotechnology Equity 2.05
Bharti Hexacom Ltd. Telecom - Services Equity 2.03
Vishal Mega Mart Ltd Retailing Equity 2.02
Bajaj Finance Ltd. Finance Equity 1.97
ICICI Lombard General Insurance Co. Ltd. Insurance Equity 1.91
TVS Motor Company Ltd. Automobiles Equity 1.84
InterGlobe Aviation Ltd. Transport Services Equity 1.80
Eternal Ltd. Retailing Equity 1.76
VARUN BEVERAGES LIMITED Beverages Equity 1.75
Coromandel International Ltd. Fertilizers & Agrochemicals Equity 1.71
Container Corporation Of India Ltd. Transport Services Equity 1.70
Page Industries Ltd. Textiles & Apparels Equity 1.53
Muthoot Finance Ltd. Finance Equity 1.50
Blue Star Ltd. Consumer Durables Equity 1.34
Supreme Industries Ltd. Industrial Products Equity 1.33
Astral Ltd. Industrial Products Equity 1.32
Syngene International Ltd. Healthcare Services Equity 1.31
SRF Ltd. Chemicals & Petrochemicals Equity 1.27
Cholamandalam Investment & Finance Company Ltd. Finance Equity 1.26
PB Fintech Ltd. Financial Technology (Fintech) Equity 1.26
Trent Ltd. Retailing Equity 1.24
Sona BLW Precision Forgings Ltd. Auto Components Equity 1.23
Tube Investments Of India Ltd. Auto Components Equity 1.22
ICICI Bank Ltd. Banks Equity 1.20
Cummins India Ltd. Industrial Products Equity 1.19
Hexaware Technologies Ltd. IT - Software Equity 1.18
United Spirits Ltd. Beverages Equity 1.17
Shriram Finance Ltd. Finance Equity 1.16
Global Health Ltd. Healthcare Services Equity 1.15
Multi Commodity Exchange Of India Ltd. Capital Markets Equity 1.12
CG Power and Industrial Solutions Ltd. Electrical Equipment Equity 1.11
Prestige Estates Projects Ltd. Realty Equity 1.11
Torrent Power Ltd. Power Equity 1.05
Jubilant Foodworks Ltd. Leisure Services Equity 1.03
Timken India Ltd. Industrial Products Equity 0.99
Dr. Lal Path Labs Ltd. Healthcare Services Equity 0.98
KPIT Technologies Ltd. IT - Software Equity 0.97
KEI Industries Ltd. Industrial Products Equity 0.93
Endurance Technologies Ltd. Auto Components Equity 0.90
Info Edge (India) Ltd. Retailing Equity 0.87
Escorts Kubota Ltd. Agricultural, Commercial & Construction Vehicles Equity 0.87
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology Equity 0.87
Polycab India Ltd. Industrial Products Equity 0.86
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology Equity 0.85
Metro Brands Ltd. Consumer Durables Equity 0.83
CRISIL Ltd. Finance Equity 0.83
Voltas Ltd. Consumer Durables Equity 0.79
Sagility India Ltd. IT - Services Equity 0.76
APL Apollo Tubes Ltd. Industrial Products Equity 0.76
Havells India Ltd. Consumer Durables Equity 0.74
Sumitomo Chemical India Ltd. Fertilizers & Agrochemicals Equity 0.72
Karur Vysya Bank Ltd. Banks Equity 0.66
Kajaria Ceramics Ltd. Consumer Durables Equity 0.60
Triveni Turbine Ltd. Electrical Equipment Equity 0.59
JSW Infrastructure Ltd. Transport Infrastructure Equity 0.57
The Phoenix Mills Ltd. Realty Equity 0.57
Kaynes Technology India Ltd. Industrial Manufacturing Equity 0.55
Bharat Electronics Ltd. Aerospace & Defense Equity 0.53
Bharat Rasayan Ltd. Fertilizers & Agrochemicals Equity 0.52
Pidilite Industries Ltd. Chemicals & Petrochemicals Equity 0.44
360 One Wam Ltd. Capital Markets Equity 0.40
Balkrishna Industries Ltd. Auto Components Equity 0.35
Exide Industries Ltd. Auto Components Equity 0.24
364 DAYS TBILL RED 30-10-2025 - Debt 0.18
Clearing Corporation of India Ltd. - Debt 0.65
Net Receivables / (Payables) - - -0.17
Risk Ratios
Standard Deviation
14.63
Beta
0.84
Sharpe Ratio
0.81
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
  • Fund manager(s) : Mr. Vivek Sharma (Over 14 years), Mr. Utsav Mehta (Over 13 years), Mr. Vinay Paharia (Over 20 years), Mr. Puneet Pal (Over 22 years),
  • Expense ration regular : n/a
  • Expense ration direct : n/a
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹1,000.00
  • Type : others
Exit load
0.50% for exits within 90 days; NIL for exits beyond 90 days

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