PGIM India Midcap Opportunities Fund Regular Growth

PGIM India Midcap Opportunities Fund Regular Growth

Equity

PGIM Mutual Fund

Mid-Cap

Get the latest NAV of PGIM India Midcap Opportunities Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹63.63

▲0.8%1D

NAV as on 05 Jun 2025

17.45%/per year

Since Inception

Absolute Gain%

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PGIM India Midcap Opportunities Fund Regular Growth Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (05-Jun-25)

The fund has underperformed the benchmark (Nifty Midcap 150) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty Midcap 150
Category Avg
1 Month
5.19%
7.12%
6.61%
3 Months
13.95%
17.74%
15.97%
6 Months
-1.96%
-0.47%
-2.25%
1 Year
11.2%
11.92%
12.31%
3 Years
16.91%
26.74%
25.34%
5 Years
29.25%
31.87%
29.91%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
PGIM India Midcap Opportunities Fund Regular Growth
-
10,602Cr
1.71%
11.2%
16.91%
17.45%
Bandhan Midcap Fund Regular
-
1,558Cr
2.08%
5.7%
-
19.49%
ITI Mid Cap Fund Regular
-
1,121Cr
2.06%
2.09%
26%
18.38%
Kotak Emerging Equity Scheme Fund Direct Growth
-
49,646Cr
1.44%
10%
23.08%
15.01%
See all

PGIM India Midcap Opportunities Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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PGIM India Midcap Opportunities Fund Regular Growth Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 96.4%

Debt & Cash 3.7%

Mid cap
66.6%
Large cap
21.4%
Small cap
8.3%
Large Cap allocation has gone down from 21.6% to 21.4%
Large Cap allocation has gone down from 21.6% to 21.4%
Small Cap allocation has gone down from 8.6% to 8.3%
Small Cap allocation has gone down from 8.6% to 8.3%
Mid Cap allocation has gone up from 66% to 66.6%
Mid Cap allocation has gone up from 66% to 66.6%
Cash allocation has gone down from 3.6% to 3.5%
Cash allocation has gone down from 3.6% to 3.5%
Debt allocation has gone down from 0.2% to 0.2%
Debt allocation has gone down from 0.2% to 0.2%

PGIM India Midcap Opportunities Fund Regular Growth Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 96.4%

Debt & Cash 3.7%

Industrial
18.4%
Financial Services
18.2%
Consumer Cyclical
17.4%
Tech
11.9%
Health
11.2%
Basic Materials
10.4%
Consumer Defensive
4.1%
Real Estate
3.4%
Communication
3.3%
Utilities
1.7%

Top 3 Sectors in April were Industrial, Financial Services & Consumer Cyclical

Apr'25

Industrial

19%

Financial Services

19%

Consumer Cyclical

19%

Mar'25

Industrial

20%

Financial Services

19%

Consumer Cyclical

18%

PGIM India Midcap Opportunities Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Top Stocks bought last month
Varun Beverages Ltd's allocation increased from 1.44% to 2%
Varun Beverages Ltd's allocation increased from 1.44% to 2%
Solar Industries India Ltd's allocation increased from 3.37% to 3.84%
Solar Industries India Ltd's allocation increased from 3.37% to 3.84%
Max Financial Services Ltd's allocation increased from 2.14% to 2.37%
Max Financial Services Ltd's allocation increased from 2.14% to 2.37%
Top Stocks sold last month
Max Healthcare Institute Ltd Ordinary Shares's allocation decreased from 3.75 % to 3.65 %
Max Healthcare Institute Ltd Ordinary Shares's allocation decreased from 3.75 % to 3.65 %
Dixon Technologies (India) Ltd's allocation decreased from 5.26 % to 3.59 %
Dixon Technologies (India) Ltd's allocation decreased from 5.26 % to 3.59 %
Persistent Systems Ltd's allocation decreased from 2.64 % to 2.61 %
Persistent Systems Ltd's allocation decreased from 2.64 % to 2.61 %

PGIM India Midcap Opportunities Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.71%
Benchmark
Nifty Midcap 150 TR INR
AUM₹10602 Cr
Inception Date2 December, 2013
Min Lumpsum/SIP₹5000/₹1000
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
71.06%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About PGIM India Midcap Opportunities Fund Regular Growth

PGIM India Midcap Opportunities Fund Regular Growth is an equity fund. This fund was started on 2 December, 2013. The fund is managed by Puneet Pal, Vinay Paharia. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. PGIM India Midcap Opportunities Fund Regular Growth has ₹10602 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 1.7.

Returns

PGIM India Midcap Opportunities Fund Regular Growth has given a CAGR return of 17.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 11.20%, 16.91% and 29.25% respectively.

Holdings

PGIM India Midcap Opportunities Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Consumer Cyclical, Health, Basic Materials, Tech, Government, Consumer Defensive, Communication, Real Estate, Utilities. Its top holdings are Solar Industries India Ltd, Max Healthcare Institute Ltd Ordinary Shares, Dixon Technologies (India) Ltd, JK Cement Ltd, Persistent Systems Ltd

Taxation

As it is a mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of PGIM India Midcap Opportunities Fund Regular Growth

The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. PGIM India Midcap Opportunities Fund Regular Growth has no lock in period.

Fund Manager

Puneet Pal

Fund Manager of PGIM India Midcap Opportunities Fund Regular Growth, since 16 July 2022

Vinay Paharia

Fund Manager of PGIM India Midcap Opportunities Fund Regular Growth, since 1 April 2023

Learn more about PGIM Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 10.6K Cr
₹ 10.3K Cr
₹ 9.6K Cr
  • AUM of the fund stands at 10.6K Cr as of Apr'25
  • AUM increased by 299.9 Cr between Apr'25 and Mar'25

Frequently Asked Questions for PGIM India Midcap Opportunities Fund Regular Growth

How do I invest in PGIM India Midcap Opportunities Fund Regular Growth?

INDmoney makes it simple to invest in the PGIM India Midcap Opportunities Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘PGIM India Midcap Opportunities Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of PGIM India Midcap Opportunities Fund Regular Growth?

The NAV of the fund today is ₹63.63. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

PGIM India Midcap Opportunities Fund Regular Growth fund has generated a return of 11.20% in 1 year, 16.91% in 3 years, 29.25% in 5 years.

Who is the fund manager of PGIM India Midcap Opportunities Fund Regular Growth?

The fund managers are Puneet Pal, Vinay Paharia.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-90 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.71%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹10602 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of PGIM India Midcap Opportunities Fund Regular Growth?

The top 3 holdings of the fund are Solar Industries India Ltd(3.84%), Max Healthcare Institute Ltd Ordinary Shares(3.65%), Dixon Technologies (India) Ltd(3.59%)