EQUITY•MID CAP FUND
PGIM India Midcap Fund
3 Year return
6.81%
NAV on August 20, 2026
78.69
1D Returns
0%
Launched on November 2013(13 years)
Investment Details
₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
11.25%₹405
Total Value ₹4,005
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹11,070.78 Cr.
Expense Ratio
0.77% (inclusive of GST)
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
Ratings
5
Ratings by other agencies
Value Research
5
Crisil
4
Morning Star
5
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
PGIM India Mutual Fund Manager
PP
Puneet Pal
Fund Manager since Apr 2022
UM
Utsav Mehta
Fund Manager since Apr 2024
VP
Vinay Paharia
Fund Manager since Apr 2023
VS
Vivek Sharma
Fund Manager since Oct 2024
Fund House Details
PGIM India Mutual Fund
Asset management company
AUM
₹26,639.93 Cr.
No. of Schemes
76
Setup Date
May 2010
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Midcap Fund | 22.0499% | 4.5 |
| Invesco India Midcap Fund | 26.1039% | 2 |
| HDFC Mid Cap Fund | 20.2038% | 4 |
Schemes by PGIM India Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Dividend Payout10.2215%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Dividend Reinvestment10.2215%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Monthly Dividend Option Payout10.1751%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Monthly Dividend Option Reinvestment10.1751%
The PGIM India Midcap Opportunities Fund Direct Plan Growth represents an Equity Mutual Fund Scheme introduced by PGIM India Mutual Fund. This fund stands out for its rigorous credit research process, where all potential investments, regardless of their rating status, undergo thorough analysis and approval by the credit team before being included in the fund's portfolio. The investment strategy of the fund is primarily based on the market capitalisation of the stocks, with a predominant focus on midcap stocks in accordance with its investment objective and asset allocation.
Investment Objective of the Scheme
The investment objective of PGIM India Midcap Opportunities Fund Direct Plan Growth is to attain long-term capital appreciation primarily by investing in equity and equity-related instruments of mid-cap companies. The plan seeks outperforming companies for long-term favorable returns.
Key Features of The Fund
5-year return
12.5275%
Expense Ratio
0.77%
Fund Manager
Puneet Pal
Fund Size
₹11070.78 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The PGIM India Midcap Opportunities Fund Direct Plan Growth could be suitable for investors seeking potential returns over the next 3-4 years. This fund focuses on mid-cap companies in India, which offer higher growth potential but also involve a certain level of risk. Investors should be willing to tolerate moderate to high risks and be prepared for higher volatility compared to other investments. As with any investment decision, individuals should carefully assess their risk tolerance and financial goals to determine if the PGIM India Midcap Opportunities Fund Direct Plan Growth aligns with their preferences and circumstances.
AMC Contact Details
| Name | PGIM India Mutual Fund |
| Launch Date | May 2010 |
| Address | 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,Bandra (East), Mumbai - 400 051 Phone No: +91 22 6159 3000 |
| Contact | 1800 266 7446 |
| care@pgimindia.co.in | |
| Website | https://www.pgimindiamf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
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FAQs
What is today's NAV of PGIM India Midcap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of PGIM India Midcap Fund on August 20, 2026, is ₹78.69
What is the AUM of PGIM India Midcap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of PGIM India Midcap Fund, is ₹11070.78 crore.
What is the expense ratio of PGIM India Midcap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of PGIM India Midcap Fund is 0.77%
What are the returns of PGIM India Midcap Fund since inception?
The PGIM India Midcap Fund was launched on November 11, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in PGIM India Midcap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for PGIM India Midcap Fund is ₹1000.
How do I invest in PGIM India Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in PGIM India Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in PGIM India Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in PGIM India Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,005 in 3Y at 6.8149% returns
SIP Date1st of every month
Your next SIP Payment will be on 20 September 2026
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