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PGIM India Midcap Opportunities Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
65.61 -0.49%
AUM (Fund Size)
77
Expense Ratio
1.70%
Exit load
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
Very High
AMC
PGIM INDIA MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,008.76
0.88 %
Two Week 2025-07-03 ₹1,000.00 ₹999.70
-0.03 %
One Month 2025-06-18 ₹1,000.00 ₹1,024.04
2.40 %
Three Months 2025-04-21 ₹3,000.00 ₹3,172.38
5.75 %
Six Months 2025-01-20 ₹6,000.00 ₹6,558.78
9.31 %
One Year 2024-07-18 ₹12,000.00 ₹12,793.13
6.61 %
Three Year 2022-07-19 ₹36,000.00 ₹46,115.88
28.10 %
Five Year 2020-07-20 ₹60,000.00 ₹94,788.75
57.98 %
Ten Year 2015-07-21 ₹120,000.00 ₹326,603.10
172.17 %
Since Inception 2013-12-02 ₹142,000.00 ₹433,611.84
205.36 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 61%
Debt 0%
Others 0%

Sectors Holding in PGIM India Midcap Opportunities Fund - Regular Plan - Growth

Chemicals & Petrochemicals
5%
Healthcare Services
5%
Consumer Durables
4%
Cement & Cement Products
2%
IT - Software
3%
Insurance
3%
Capital Markets
3%
Auto Components
4%
Pharmaceuticals & Biotechnology
4%
Leisure Services
3%
Telecom - Services
2%
Retailing
4%
Finance
4%
Automobiles
1%
Transport Services
2%
Beverages
2%
Fertilizers & Agrochemicals
1%
Textiles & Apparels
1%
Industrial Products
3%
Financial Technology (Fintech)
1%
Banks
1%
Electrical Equipment
1%
Realty
1%
Power
1%
Agricultural, Commercial & Construction Vehicles
0%
IT - Services
0%
Transport Infrastructure
0%
Industrial Manufacturing
0%
Aerospace & Defense
0%
Other
0%

Companies Holding in PGIM India Midcap Opportunities Fund - Regular Plan - Growth

Solar Industries India Ltd.
4.50%
Max Healthcare Institute Ltd.
3.59%
Dixon Technologies (India) Ltd.
3.08%
JK Cement Ltd.
2.73%
Persistent Systems Ltd.
2.65%
Max Financial Services Ltd.
2.61%
HDFC Asset Management Company Ltd.
2.30%
UNO Minda Ltd.
2.22%
Mankind Pharma Ltd.
2.06%
The Indian Hotels Company Ltd.
2.06%
Abbott India Ltd.
2.05%
Bharti Hexacom Ltd.
2.03%
Vishal Mega Mart Ltd
2.02%
Bajaj Finance Ltd.
1.97%
ICICI Lombard General Insurance Co. Ltd.
1.91%
TVS Motor Company Ltd.
1.84%
InterGlobe Aviation Ltd.
1.80%
Eternal Ltd.
1.76%
VARUN BEVERAGES LIMITED
1.75%
Coromandel International Ltd.
1.71%
Container Corporation Of India Ltd.
1.70%
Page Industries Ltd.
1.53%
Muthoot Finance Ltd.
1.50%
Blue Star Ltd.
1.34%
Supreme Industries Ltd.
1.33%
Astral Ltd.
1.32%
Syngene International Ltd.
1.31%
SRF Ltd.
1.27%
Cholamandalam Investment & Finance Company Ltd.
1.26%
PB Fintech Ltd.
1.26%
Trent Ltd.
1.24%
Sona BLW Precision Forgings Ltd.
1.23%
Tube Investments Of India Ltd.
1.22%
ICICI Bank Ltd.
1.20%
Cummins India Ltd.
1.19%
Hexaware Technologies Ltd.
1.18%
United Spirits Ltd.
1.17%
Shriram Finance Ltd.
1.16%
Global Health Ltd.
1.15%
Multi Commodity Exchange Of India Ltd.
1.12%
CG Power And Industrial Solutions Ltd.
1.11%
Prestige Estates Projects Ltd.
1.11%
Torrent Power Ltd.
1.05%
Jubilant Foodworks Ltd.
1.03%
Timken India Ltd.
0.99%
Dr. Lal Path Labs Ltd.
0.98%
KPIT Technologies Ltd.
0.97%
KEI Industries Ltd.
0.93%
Endurance Technologies Ltd.
0.90%
Info Edge (India) Ltd.
0.87%
Escorts Kubota Ltd.
0.87%
Ajanta Pharma Ltd.
0.87%
Polycab India Ltd.
0.86%
Dr. Reddy's Laboratories Ltd.
0.85%
Metro Brands Ltd.
0.83%
CRISIL Ltd.
0.83%
Voltas Ltd.
0.79%
Sagility India Ltd.
0.76%
APL Apollo Tubes Ltd.
0.76%
Havells India Ltd.
0.74%
Sumitomo Chemical India Ltd.
0.72%
Karur Vysya Bank Ltd.
0.66%
Kajaria Ceramics Ltd.
0.60%
Triveni Turbine Ltd.
0.59%
JSW Infrastructure Ltd.
0.57%
The Phoenix Mills Ltd.
0.57%
Kaynes Technology India Ltd.
0.55%
Bharat Electronics Ltd.
0.53%
Bharat Rasayan Ltd.
0.52%
Pidilite Industries Ltd.
0.44%
360 One Wam Ltd.
0.40%
Balkrishna Industries Ltd.
0.35%
Exide Industries Ltd.
0.24%
364 DAYS TBILL RED 30-10-2025
0.18%
Clearing Corporation Of India Ltd.
0.65%
Net Receivables / (Payables)
-0.17%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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.

Risk-O-Meter

Investors understand that their principal will be at
Very High

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
1.70
Expense Ratio Direct
0.46
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Vivek Sharma
Over 14 years Experience
Mr. Utsav Mehta
Over 13 years Experience
Mr. Vinay Paharia
Over 20 years Experience
Mr. Puneet Pal
Over 22 years Experience

Exit load

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.

FAQs

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