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3 Year return

21.2%
Launched on November 2013 (12 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹11051.86 Cr.

Expense Ratio

0.46% (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

ARQ Rating
5

Ratings by other agencies

5
4
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

Fund Holdings

Holdings
Top Holdings% of Asset
Solar Industries India Ltd3.84%
Max Healthcare Institute Ltd3.65%
Dixon Technologies (India) Ltd3.59%
J K Cements Ltd2.64%
Persistent Systems Ltd2.61%
Others83.67%
Other Holdings% of Asset
Max Financial Services Ltd2.37%
HDFC Asset Management Company Ltd2.20%
Indian Hotels Co Ltd2.20%
Mankind Pharma Ltd2.15%
Abbott India Ltd2.10%
Uno Minda Ltd2.05%
Vishal Mega Mart Ltd2.00%
Varun Beverages Ltd2.00%
ICICI Lombard General Insurance Company Ltd1.99%
Bharti Hexacom Ltd1.95%
Bajaj Finance Ltd1.93%
Interglobe Aviation Ltd1.85%
TVS Motor Company Ltd1.84%
Eternal Ltd1.79%
Coromandel International Ltd1.72%
Page Industries Ltd1.57%
Blue Star Ltd1.55%
Muthoot Finance Ltd1.53%
Container Corporation Of India Ltd1.52%
SRF Ltd1.39%
Syngene International Ltd1.33%
United Spirits Ltd1.26%
ICICI Bank Ltd1.24%
Astral Ltd1.24%
Torrent Power Ltd1.23%
Cholamandalam Investment & Finance Company Ltd1.22%
Tube Investments of India Ltd1.21%
PB Fintech Ltd1.21%
Global Health Ltd1.21%
Trent Ltd1.18%
Supreme Industries Ltd1.18%
Jubilant Foodworks Ltd1.17%
Shriram Finance Ltd1.15%
Sona BLW Precision Forgings Ltd1.14%
Cummins India Ltd1.10%
Prestige Estates Projects Ltd1.08%
Multi Commodity Exchange of India Ltd1.08%
CG Power & Industrial Solutions Ltd1.06%
Dr Lal Pathlabs Ltd1.02%
Hexaware Technologies Ltd1.00%
Ajanta Pharma Ltd0.97%
KPIT Technologies Ltd0.95%
Info Edge (India) Ltd0.90%
Escorts Kubota Ltd0.89%
Dr Reddys Laboratories Ltd0.84%
Sagility India Ltd0.83%
Polycab India Ltd0.82%
KEI Industries Ltd0.82%
Timken India Ltd0.81%
Havells India Ltd0.80%
Voltas Ltd0.80%
Metro Brands Ltd0.76%
Sumitomo Chemical India Ltd0.76%
CRISIL Ltd0.73%
Endurance Technologies Ltd0.72%
APL Apollo Tubes Ltd0.71%
Karur Vysya Bank Ltd0.68%
Phoenix Mills Ltd0.64%
JSW Infrastructure Ltd0.60%
Bharat Rasayan Ltd0.57%
Kaynes Technology India Ltd0.55%
Triveni Turbine Ltd0.55%
Kajaria Ceramics Ltd0.48%
Pidilite Industries Ltd0.45%
360 ONE WAM Ltd0.41%
Balkrishna Industries Ltd0.40%
PNB Housing Finance Ltd0.32%
Exide Industries Ltd0.23%

PGIM India Mutual Fund Managers

VP

Vinay Paharia

Fund Manager since Apr 2023

View Details

Fund House Details

PGIM India Mutual Fund

PGIM India Mutual Fund Asset management company

AUM ₹24,164.96 Cr.
No. of Schemes 71
Setup Date May 2010

Peer Comparison

Comparison with other similar funds

Funds
3 Y Returns
ARQ Rating

Motilal Oswal Midcap Fund

36.5325%

4.5

Edelweiss Mid Cap Fund

33.5094%

3

Nippon India Fund

31.9779%

4.5

Schemes by PGIM India Mutual Fund

List of mutual fund schemes by AMC

About PGIM India Midcap Opportunities Fund Direct Plan Growth

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 31.11%
Expense Ratio 0.46%
Fund Manager Vinay Paharia
Fund Size ₹11051.86 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
Addresss 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,Bandra (East), Mumbai - 400 051 Phone No: +91 22 6159 3000
Contact 1800 266 7446
Email 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.

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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 Jun 27 2025, is ₹76.23

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 ₹11051.86 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 0.46%

What are the returns of PGIM India Midcap Fund since inception?

The PGIM India Midcap Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 19.18 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?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in PGIM India Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in PGIM India Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in PGIM India Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

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 Jun 27 2025, is ₹76.23

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 ₹11051.86 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 0.46%

What are the returns of PGIM India Midcap Fund since inception?

The PGIM India Midcap Fund was launched on Nov 11 2013. The fund has delivered a CAGR of 19.18 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?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in PGIM India Midcap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in PGIM India Midcap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in PGIM India Midcap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.