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Pgim India Midcap Opportunities Fund - G

NAV  ₹65.16 ↓ -0.44  (-0.67 %) as on 8 Oct 25

Scheme Objective

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. However, there is no assurance that the investment objective of the Scheme will be realized.

PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund launched on 2 Dec 13. It is a fund with High risk and has given a CAGR return of 17.2% since its launch.  Ranked 40 in Mid Cap category.  Return for 2024 was 21% , 2023 was 20.8% and 2022 was -1.7% .

Below is the key information for PGIM India Midcap Opportunities Fund

NAV as on 8 Oct 25₹65.16 ↓ -0.44  (-0.67 %)
Net Assets (AUM) as on 31 Aug 2025 ₹11,400 Cr.
Launch Date2 Dec 2013
CategoryEquity - Mid Cap
Rating
TypeOpen Ended Fund
RiskHigh
AMCPramerica Asset Managers Private Limited
Alpha Ratio3.57
Expense Ratio1.7 %
Sharpe Ratio-0.282
Information Ratio-1.35
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Oct 25

DurationReturns
1 Month 0.3%
3 Month 0.3%
6 Month 19.3%
1 Year 3.4%
3 Year 13.1%
5 Year 23.5%
10 Year
15 Year
Since launch 17.2%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 21%
2023 20.8%
2022 -1.7%
2021 63.8%
2020 48.4%
2019 3.6%
2018 -16.1%
2017 37%
2016 -1.3%

Growth of 10k Over Years

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,782
30 Sep 22₹19,813
30 Sep 23₹21,561
30 Sep 24₹29,591
30 Sep 25₹28,430
 Pgim India Midcap Opportunities Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash4.05%
Equity95.93%
Other0%
 Pgim India Midcap Opportunities Fund Asset Allocation

Sector Allocation

SectorValue
Industrials19.94%
Consumer Cyclical18.02%
Financial Services17.71%
Health Care14.02%
Basic Materials10.6%
Technology7.03%
Communication Services2.87%
Real Estate2.56%
Consumer Defensive2.27%
Utility0.91%
 Pgim India Midcap Opportunities Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | 543220
Medical Care Facilities4%₹407 Cr3,526,055
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
Building Materials3%₹381 Cr548,106
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
Specialty Chemicals3%₹337 Cr244,398
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | MFSL
Insurance - Life3%₹319 Cr1,992,769
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
Asset Management3%₹315 Cr577,100
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
Auto Parts3%₹311 Cr2,433,285
Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | VMM
Department Stores3%₹307 Cr20,547,181
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
Telecom Services3%₹302 Cr1,704,465
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 543320
Internet Retail3%₹286 Cr9,112,137
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | MUTHOOTFIN
Credit Services2%₹285 Cr1,079,711
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Fund Managers

NameSinceTenure
Vinay Paharia1 Apr 232.42 Yr.
Puneet Pal16 Jul 223.13 Yr.
Utsav Mehta1 Nov 231.83 Yr.
Vivek Sharma15 Apr 241.38 Yr.

Custodians

CompanyAddress
Standard Chartered BankStandard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA

Registrar & Transfer Agent

KFin Technologies Ltd
Address138 -Suyesh Solitaire, Nr. Podar International School,Kudasan, Gandhinagar, Gujarat
FAXN.A
EmailN.A

Administrator Companies

CompanyAddress
PGIM India Mutual Fund2nd Floor,,Nirlon House,,Dr. Annie Besant Road,,Worli,

Auditors

CompanyAddress
M/s BSR & Co.KPMG House, Kamala Mills Compound,448 Senapati Bapat Marg,Lower Parel

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
PGIM India Midcap Opportunities Fund
Growth
₹65.16
↓ -0.44
19.29 %3.39 %13.1 %23.54 %
PGIM India Midcap Opportunities Fund
Normal Dividend, Payout
₹25.52
↓ -0.18
19.31 %2.62 %12.28 %22.84 %
PGIM India Midcap Opportunities Fund
Normal Dividend, Reinvestment
₹25.52
↓ -0.18
19.31 %2.62 %12.28 %22.84 %
Data as on 8 Oct 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.