Loading...
Fund Overview
Fund Size
₹11,285 Cr
Expense Ratio
0.46%
ISIN
INF663L01DZ4
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
02 Dec 2013
About this fund
PGIM India Midcap Opportunities Fund Regular Growth is a Mid-Cap mutual fund schemes offered by PGIM India Mutual Fund. This fund has been in existence for 11 years, 1 months and 20 days, having been launched on 02-Dec-13.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹59.18, Assets Under Management (AUM) of 11284.53 Crores, and an expense ratio of 0.46%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹59.18, Assets Under Management (AUM) of 11284.53 Crores, and an expense ratio of 0.46%.
- PGIM India Midcap Opportunities Fund Regular Growth has given a CAGR return of 17.31% since inception.
- The fund's asset allocation comprises around 97.28% in equities, 0.00% in debts, and 2.72% in cash & cash equivalents.
- You can start investing in PGIM India Midcap Opportunities Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.14%
+19.45% (Cat Avg.)
3 Years
+9.89%
+19.11% (Cat Avg.)
5 Years
+25.17%
+24.10% (Cat Avg.)
10 Years
+14.52%
+15.97% (Cat Avg.)
Since Inception
+17.31%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹10,978.05 Cr | 97.28% |
| Others | ₹306.47 Cr | 2.72% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹397.79 Cr | 3.53% |
| Dixon Technologies (India) Ltd | Equity | ₹395.06 Cr | 3.50% |
| Persistent Systems Ltd | Equity | ₹393.9 Cr | 3.49% |
| UNO Minda Ltd | Equity | ₹314 Cr | 2.78% |
| Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹313.97 Cr | 2.78% |
| Info Edge (India) Ltd | Equity | ₹289.67 Cr | 2.57% |
| Indian Hotels Co Ltd | Equity | ₹259.45 Cr | 2.30% |
| Varun Beverages Ltd | Equity | ₹259.16 Cr | 2.30% |
| Solar Industries India Ltd | Equity | ₹231.4 Cr | 2.05% |
| JK Cement Ltd | Equity | ₹229.91 Cr | 2.04% |
| Zomato Ltd | Equity | ₹226.5 Cr | 2.01% |
| CG Power & Industrial Solutions Ltd | Equity | ₹224.65 Cr | 1.99% |
| HDFC Asset Management Co Ltd | Equity | ₹223.43 Cr | 1.98% |
| Abbott India Ltd | Equity | ₹220.98 Cr | 1.96% |
| Max Financial Services Ltd | Equity | ₹214.18 Cr | 1.90% |
| Central Depository Services (India) Ltd | Equity | ₹207.38 Cr | 1.84% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹200.94 Cr | 1.78% |
| Syngene International Ltd | Equity | ₹191.59 Cr | 1.70% |
| Vishal Mega Mart Ltd | Equity | ₹190.27 Cr | 1.69% |
| Container Corporation of India Ltd | Equity | ₹189.04 Cr | 1.68% |
| Page Industries Ltd | Equity | ₹173.34 Cr | 1.54% |
| Trent Ltd | Equity | ₹172.94 Cr | 1.53% |
| TVS Motor Co Ltd | Equity | ₹172.79 Cr | 1.53% |
| InterGlobe Aviation Ltd | Equity | ₹169.83 Cr | 1.50% |
| Supreme Industries Ltd | Equity | ₹166.29 Cr | 1.47% |
| Coforge Ltd | Equity | ₹162.62 Cr | 1.44% |
| Bajaj Finance Ltd | Equity | ₹162.05 Cr | 1.44% |
| Astral Ltd | Equity | ₹161.36 Cr | 1.43% |
| Bharti Hexacom Ltd | Equity | ₹152.82 Cr | 1.35% |
| Blue Star Ltd | Equity | ₹152.01 Cr | 1.35% |
| Sona BLW Precision Forgings Ltd | Equity | ₹149.23 Cr | 1.32% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹144.53 Cr | 1.28% |
| Prestige Estates Projects Ltd | Equity | ₹141.15 Cr | 1.25% |
| PI Industries Ltd | Equity | ₹139.39 Cr | 1.24% |
| United Spirits Ltd | Equity | ₹138.63 Cr | 1.23% |
| Mphasis Ltd | Equity | ₹126.01 Cr | 1.12% |
| Voltas Ltd | Equity | ₹123.45 Cr | 1.09% |
| ICICI Bank Ltd | Equity | ₹117.91 Cr | 1.04% |
| Multi Commodity Exchange of India Ltd | Equity | ₹116.9 Cr | 1.04% |
| Dr. Lal PathLabs Ltd | Equity | ₹116.66 Cr | 1.03% |
| Global Health Ltd | Equity | ₹115.83 Cr | 1.03% |
| CRISIL Ltd | Equity | ₹115.75 Cr | 1.03% |
| Cummins India Ltd | Equity | ₹115.66 Cr | 1.02% |
| Shriram Finance Ltd | Equity | ₹115.57 Cr | 1.02% |
| Polycab India Ltd | Equity | ₹114.87 Cr | 1.02% |
| Coromandel International Ltd | Equity | ₹109.96 Cr | 0.97% |
| Muthoot Finance Ltd | Equity | ₹109.4 Cr | 0.97% |
| Timken India Ltd | Equity | ₹108.94 Cr | 0.97% |
| Sagility India Ltd | Equity | ₹107.7 Cr | 0.95% |
| Dr Reddy's Laboratories Ltd | Equity | ₹104.14 Cr | 0.92% |
| Ajanta Pharma Ltd | Equity | ₹102.64 Cr | 0.91% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹100.71 Cr | 0.89% |
| Escorts Kubota Ltd | Equity | ₹96.89 Cr | 0.86% |
| Balkrishna Industries Ltd | Equity | ₹96.57 Cr | 0.86% |
| PB Fintech Ltd | Equity | ₹94.88 Cr | 0.84% |
| L&T Technology Services Ltd | Equity | ₹92.71 Cr | 0.82% |
| Kajaria Ceramics Ltd | Equity | ₹92.27 Cr | 0.82% |
| Metro Brands Ltd | Equity | ₹92.15 Cr | 0.82% |
| Endurance Technologies Ltd | Equity | ₹90.74 Cr | 0.80% |
| SRF Ltd | Equity | ₹89.34 Cr | 0.79% |
| Havells India Ltd | Equity | ₹89.17 Cr | 0.79% |
| KPIT Technologies Ltd | Equity | ₹87.93 Cr | 0.78% |
| Aarti Industries Ltd | Equity | ₹84.67 Cr | 0.75% |
| Mankind Pharma Ltd | Equity | ₹84.52 Cr | 0.75% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹84.08 Cr | 0.75% |
| Exide Industries Ltd | Equity | ₹83.62 Cr | 0.74% |
| Triveni Turbine Ltd | Equity | ₹83.55 Cr | 0.74% |
| APL Apollo Tubes Ltd | Equity | ₹73 Cr | 0.65% |
| Karur Vysya Bank Ltd | Equity | ₹71.25 Cr | 0.63% |
| Phoenix Mills Ltd | Equity | ₹66.81 Cr | 0.59% |
| Bharat Rasayan Ltd | Equity | ₹64.26 Cr | 0.57% |
| Torrent Power Ltd | Equity | ₹52.01 Cr | 0.46% |
| JSW Infrastructure Ltd | Equity | ₹47.08 Cr | 0.42% |
| Pidilite Industries Ltd | Equity | ₹45.87 Cr | 0.41% |
| KEI Industries Ltd | Equity | ₹44.6 Cr | 0.40% |
| PNB Housing Finance Ltd | Equity | ₹29.7 Cr | 0.26% |
| Net Receivables / (Payables) | Cash | ₹-27.42 Cr | 0.24% |
| 182 DTB 23012025 | Bond - Gov't/Treasury | ₹19.92 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
17.75%
Mid Cap Stocks
67.50%
Small Cap Stocks
9.39%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹2,080.38 Cr | 18.44% |
| Consumer Cyclical | ₹2,021.61 Cr | 17.91% |
| Financial Services | ₹1,923.88 Cr | 17.05% |
| Healthcare | ₹1,441.84 Cr | 12.78% |
| Technology | ₹1,258.23 Cr | 11.15% |
| Basic Materials | ₹1,151.88 Cr | 10.21% |
| Communication Services | ₹442.49 Cr | 3.92% |
| Consumer Defensive | ₹397.79 Cr | 3.53% |
| Real Estate | ₹207.96 Cr | 1.84% |
| Utilities | ₹52.01 Cr | 0.46% |
Risk & Performance Ratios
Standard Deviation
This fund
13.83%
Cat. avg.
14.83%
Lower the better
Sharpe Ratio
This fund
0.50
Cat. avg.
1.02
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.99
Higher the better
Fund Managers
VP
Vinay Paharia
Since April 2023
PP
Puneet Pal
Since July 2022
UM
Utsav Mehta
Since November 2023
VS
Vivek Sharma
Since April 2024
Additional Scheme Detailsas of 31st December 2024
ISIN INF663L01DZ4 | Expense Ratio 0.46% | Exit Load No Charges | Fund Size ₹11,285 Cr | Age 11 years 1 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Bandhan Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1615.50 Cr | 20.8% |
| Bandhan Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹1615.50 Cr | 22.6% |
| Motilal Oswal Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹26421.09 Cr | 31.4% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹15.15 Cr | - |
| Mirae Asset Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹16693.99 Cr | 10.9% |
| Mirae Asset Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹16693.99 Cr | 12.1% |
| Axis Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹30828.75 Cr | 20.0% |
| Mahindra Manulife Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹3529.04 Cr | 20.4% |
| Mahindra Manulife Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹3529.04 Cr | 18.6% |
| Tata Mid Cap Growth Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4529.49 Cr | 13.1% |
About the AMC
PGIM India Mutual Fund
Total AUM
₹24,778 Cr
Address
Nirlon House, 2nd Floor, Mumbai, 400 030
Other Funds by PGIM India Mutual Fund
Risk Level
Your principal amount will be at Very High Risk
Unlock Expert Insights!
Related Articles
Still got questions?
We're here to help.
What is the current NAV of PGIM India Midcap Opportunities Fund Regular Growth?
The NAV of PGIM India Midcap Opportunities Fund Regular Growth, as of 21-Jan-2025, is ₹59.18.
What are the returns of PGIM India Midcap Opportunities Fund Regular Growth?
The fund has generated 11.14% over the last 1 year and 9.89% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of PGIM India Midcap Opportunities Fund Regular Growth?
The fund's allocation of assets is distributed as 97.28% in equities, 0.00% in bonds, and 2.72% in cash and cash equivalents.
Who manages the PGIM India Midcap Opportunities Fund Regular Growth?
The fund managers responsible for PGIM India Midcap Opportunities Fund Regular Growth are:-
- Vinay Paharia
- Puneet Pal
- Utsav Mehta
- Vivek Sharma
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
NAV (21-Jan-25)
₹59.18-2.42%1D
Returns (Since Inception)
17.31%
Rated ★4.5+ on 
Fund Overview
Fund Size
₹11,285 Cr
Expense Ratio
0.46%
ISIN
INF663L01DZ4
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
02 Dec 2013
Risk Level
Your principal amount will be at Very High Risk
About this fund
PGIM India Midcap Opportunities Fund Regular Growth is a Mid-Cap mutual fund schemes offered by PGIM India Mutual Fund. This fund has been in existence for 11 years, 1 months and 20 days, having been launched on 02-Dec-13.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹59.18, Assets Under Management (AUM) of 11284.53 Crores, and an expense ratio of 0.46%.
As of 21-Jan-25, it has a Net Asset Value (NAV) of ₹59.18, Assets Under Management (AUM) of 11284.53 Crores, and an expense ratio of 0.46%.
- PGIM India Midcap Opportunities Fund Regular Growth has given a CAGR return of 17.31% since inception.
- The fund's asset allocation comprises around 97.28% in equities, 0.00% in debts, and 2.72% in cash & cash equivalents.
- You can start investing in PGIM India Midcap Opportunities Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+11.14%
+19.45% (Cat Avg.)
3 Years
+9.89%
+19.11% (Cat Avg.)
5 Years
+25.17%
+24.10% (Cat Avg.)
10 Years
+14.52%
+15.97% (Cat Avg.)
Since Inception
+17.31%
— (Cat Avg.)
Portfolio Summaryas of 31st December 2024
| Equity | ₹10,978.05 Cr | 97.28% |
| Others | ₹306.47 Cr | 2.72% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Max Healthcare Institute Ltd Ordinary Shares | Equity | ₹397.79 Cr | 3.53% |
| Dixon Technologies (India) Ltd | Equity | ₹395.06 Cr | 3.50% |
| Persistent Systems Ltd | Equity | ₹393.9 Cr | 3.49% |
| UNO Minda Ltd | Equity | ₹314 Cr | 2.78% |
| Clearing Corporation Of India Ltd. | Cash - Repurchase Agreement | ₹313.97 Cr | 2.78% |
| Info Edge (India) Ltd | Equity | ₹289.67 Cr | 2.57% |
| Indian Hotels Co Ltd | Equity | ₹259.45 Cr | 2.30% |
| Varun Beverages Ltd | Equity | ₹259.16 Cr | 2.30% |
| Solar Industries India Ltd | Equity | ₹231.4 Cr | 2.05% |
| JK Cement Ltd | Equity | ₹229.91 Cr | 2.04% |
| Zomato Ltd | Equity | ₹226.5 Cr | 2.01% |
| CG Power & Industrial Solutions Ltd | Equity | ₹224.65 Cr | 1.99% |
| HDFC Asset Management Co Ltd | Equity | ₹223.43 Cr | 1.98% |
| Abbott India Ltd | Equity | ₹220.98 Cr | 1.96% |
| Max Financial Services Ltd | Equity | ₹214.18 Cr | 1.90% |
| Central Depository Services (India) Ltd | Equity | ₹207.38 Cr | 1.84% |
| ICICI Lombard General Insurance Co Ltd | Equity | ₹200.94 Cr | 1.78% |
| Syngene International Ltd | Equity | ₹191.59 Cr | 1.70% |
| Vishal Mega Mart Ltd | Equity | ₹190.27 Cr | 1.69% |
| Container Corporation of India Ltd | Equity | ₹189.04 Cr | 1.68% |
| Page Industries Ltd | Equity | ₹173.34 Cr | 1.54% |
| Trent Ltd | Equity | ₹172.94 Cr | 1.53% |
| TVS Motor Co Ltd | Equity | ₹172.79 Cr | 1.53% |
| InterGlobe Aviation Ltd | Equity | ₹169.83 Cr | 1.50% |
| Supreme Industries Ltd | Equity | ₹166.29 Cr | 1.47% |
| Coforge Ltd | Equity | ₹162.62 Cr | 1.44% |
| Bajaj Finance Ltd | Equity | ₹162.05 Cr | 1.44% |
| Astral Ltd | Equity | ₹161.36 Cr | 1.43% |
| Bharti Hexacom Ltd | Equity | ₹152.82 Cr | 1.35% |
| Blue Star Ltd | Equity | ₹152.01 Cr | 1.35% |
| Sona BLW Precision Forgings Ltd | Equity | ₹149.23 Cr | 1.32% |
| Cholamandalam Investment and Finance Co Ltd | Equity | ₹144.53 Cr | 1.28% |
| Prestige Estates Projects Ltd | Equity | ₹141.15 Cr | 1.25% |
| PI Industries Ltd | Equity | ₹139.39 Cr | 1.24% |
| United Spirits Ltd | Equity | ₹138.63 Cr | 1.23% |
| Mphasis Ltd | Equity | ₹126.01 Cr | 1.12% |
| Voltas Ltd | Equity | ₹123.45 Cr | 1.09% |
| ICICI Bank Ltd | Equity | ₹117.91 Cr | 1.04% |
| Multi Commodity Exchange of India Ltd | Equity | ₹116.9 Cr | 1.04% |
| Dr. Lal PathLabs Ltd | Equity | ₹116.66 Cr | 1.03% |
| Global Health Ltd | Equity | ₹115.83 Cr | 1.03% |
| CRISIL Ltd | Equity | ₹115.75 Cr | 1.03% |
| Cummins India Ltd | Equity | ₹115.66 Cr | 1.02% |
| Shriram Finance Ltd | Equity | ₹115.57 Cr | 1.02% |
| Polycab India Ltd | Equity | ₹114.87 Cr | 1.02% |
| Coromandel International Ltd | Equity | ₹109.96 Cr | 0.97% |
| Muthoot Finance Ltd | Equity | ₹109.4 Cr | 0.97% |
| Timken India Ltd | Equity | ₹108.94 Cr | 0.97% |
| Sagility India Ltd | Equity | ₹107.7 Cr | 0.95% |
| Dr Reddy's Laboratories Ltd | Equity | ₹104.14 Cr | 0.92% |
| Ajanta Pharma Ltd | Equity | ₹102.64 Cr | 0.91% |
| Tube Investments of India Ltd Ordinary Shares | Equity | ₹100.71 Cr | 0.89% |
| Escorts Kubota Ltd | Equity | ₹96.89 Cr | 0.86% |
| Balkrishna Industries Ltd | Equity | ₹96.57 Cr | 0.86% |
| PB Fintech Ltd | Equity | ₹94.88 Cr | 0.84% |
| L&T Technology Services Ltd | Equity | ₹92.71 Cr | 0.82% |
| Kajaria Ceramics Ltd | Equity | ₹92.27 Cr | 0.82% |
| Metro Brands Ltd | Equity | ₹92.15 Cr | 0.82% |
| Endurance Technologies Ltd | Equity | ₹90.74 Cr | 0.80% |
| SRF Ltd | Equity | ₹89.34 Cr | 0.79% |
| Havells India Ltd | Equity | ₹89.17 Cr | 0.79% |
| KPIT Technologies Ltd | Equity | ₹87.93 Cr | 0.78% |
| Aarti Industries Ltd | Equity | ₹84.67 Cr | 0.75% |
| Mankind Pharma Ltd | Equity | ₹84.52 Cr | 0.75% |
| Sumitomo Chemical India Ltd Ordinary Shares | Equity | ₹84.08 Cr | 0.75% |
| Exide Industries Ltd | Equity | ₹83.62 Cr | 0.74% |
| Triveni Turbine Ltd | Equity | ₹83.55 Cr | 0.74% |
| APL Apollo Tubes Ltd | Equity | ₹73 Cr | 0.65% |
| Karur Vysya Bank Ltd | Equity | ₹71.25 Cr | 0.63% |
| Phoenix Mills Ltd | Equity | ₹66.81 Cr | 0.59% |
| Bharat Rasayan Ltd | Equity | ₹64.26 Cr | 0.57% |
| Torrent Power Ltd | Equity | ₹52.01 Cr | 0.46% |
| JSW Infrastructure Ltd | Equity | ₹47.08 Cr | 0.42% |
| Pidilite Industries Ltd | Equity | ₹45.87 Cr | 0.41% |
| KEI Industries Ltd | Equity | ₹44.6 Cr | 0.40% |
| PNB Housing Finance Ltd | Equity | ₹29.7 Cr | 0.26% |
| Net Receivables / (Payables) | Cash | ₹-27.42 Cr | 0.24% |
| 182 DTB 23012025 | Bond - Gov't/Treasury | ₹19.92 Cr | 0.18% |
Allocation By Market Cap (Equity)
Large Cap Stocks
17.75%
Mid Cap Stocks
67.50%
Small Cap Stocks
9.39%
Allocation By Credit Quality (Debt)
AAA
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Industrials | ₹2,080.38 Cr | 18.44% |
| Consumer Cyclical | ₹2,021.61 Cr | 17.91% |
| Financial Services | ₹1,923.88 Cr | 17.05% |
| Healthcare | ₹1,441.84 Cr | 12.78% |
| Technology | ₹1,258.23 Cr | 11.15% |
| Basic Materials | ₹1,151.88 Cr | 10.21% |
| Communication Services | ₹442.49 Cr | 3.92% |
| Consumer Defensive | ₹397.79 Cr | 3.53% |
| Real Estate | ₹207.96 Cr | 1.84% |
| Utilities | ₹52.01 Cr | 0.46% |
Risk & Performance Ratios
Standard Deviation
This fund
13.83%
Cat. avg.
14.83%
Lower the better
Sharpe Ratio
This fund
0.50
Cat. avg.
1.02
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.99
Higher the better
Fund Managers
VP
Vinay Paharia
Since April 2023
PP
Puneet Pal
Since July 2022
UM
Utsav Mehta
Since November 2023
VS
Vivek Sharma
Since April 2024
Additional Scheme Detailsas of 31st December 2024
ISIN INF663L01DZ4 | Expense Ratio 0.46% | Exit Load No Charges | Fund Size ₹11,285 Cr | Age 11 years 1 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark Nifty Midcap 150 TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Mid-Cap Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Bandhan Midcap Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1615.50 Cr | 20.8% |
| Bandhan Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹1615.50 Cr | 22.6% |
| Motilal Oswal Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹26421.09 Cr | 31.4% |
| HDFC NIFTY Midcap 150 ETF Very High Risk | 0.2% | - | ₹15.15 Cr | - |
| Mirae Asset Midcap Fund Regular Growth Very High Risk | 1.7% | 1.0% | ₹16693.99 Cr | 10.9% |
| Mirae Asset Midcap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹16693.99 Cr | 12.1% |
| Axis Midcap Fund Regular Growth Very High Risk | 1.6% | 1.0% | ₹30828.75 Cr | 20.0% |
| Mahindra Manulife Mid Cap Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹3529.04 Cr | 20.4% |
| Mahindra Manulife Mid Cap Fund Regular Growth Very High Risk | 2.4% | 1.0% | ₹3529.04 Cr | 18.6% |
| Tata Mid Cap Growth Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹4529.49 Cr | 13.1% |
About the AMC
PGIM India Mutual Fund
Total AUM
₹24,778 Cr
Address
Nirlon House, 2nd Floor, Mumbai, 400 030
Other Funds by PGIM India Mutual Fund
Related Articles
Still got questions?
We're here to help.
What is the current NAV of PGIM India Midcap Opportunities Fund Regular Growth?
The NAV of PGIM India Midcap Opportunities Fund Regular Growth, as of 21-Jan-2025, is ₹59.18.
What are the returns of PGIM India Midcap Opportunities Fund Regular Growth?
The fund has generated 11.14% over the last 1 year and 9.89% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
What is the portfolio composition of PGIM India Midcap Opportunities Fund Regular Growth?
The fund's allocation of assets is distributed as 97.28% in equities, 0.00% in bonds, and 2.72% in cash and cash equivalents.
Who manages the PGIM India Midcap Opportunities Fund Regular Growth?
The fund managers responsible for PGIM India Midcap Opportunities Fund Regular Growth are:-
- Vinay Paharia
- Puneet Pal
- Utsav Mehta
- Vivek Sharma
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
Trending Mutual Funds Searches
Popular Equity Funds
Popular Debt Funds
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377, a member of BSE with SEBI Stock Broker Registration no. INZ000303136, and an Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt Limited, a wholly owned subsidiary with AMFI Registration No.: ARN -248439. **Mutual fund investments are subject to market risks, read all scheme related documents carefully.** Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
Get your portfolio reviewed by experts