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Fincash » Mutual Funds » Pgim India Midcap Opportunities Fund

Pgim India Midcap Opportunities Fund - G

NAV  ₹65.63 ↓ -0.11  (-0.17 %) as on 3 Jul 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 17.7% 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 3 Jul 25₹65.63 ↓ -0.11  (-0.17 %)
Net Assets (AUM) as on 31 May 2025 ₹11,052 Cr.
Launch Date2 Dec 2013
CategoryEquity - Mid Cap
Rating
TypeOpen Ended Fund
RiskHigh
AMCPramerica Asset Managers Private Limited
Alpha Ratio1.1
Expense Ratio1.72 %
Sharpe Ratio0.289
Information Ratio-1.75
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 3 Jul 25

DurationReturns
1 Month 4.8%
3 Month 12.7%
6 Month 1.3%
1 Year 5.2%
3 Year 19.3%
5 Year 28.8%
10 Year
15 Year
Since launch 17.7%

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 Jun 20₹10,000
30 Jun 21₹20,000
30 Jun 22₹21,039
30 Jun 23₹25,536
30 Jun 24₹33,933
30 Jun 25₹36,187

Asset Allocation

Asset ClassValue
Cash2.69%
Equity97.13%
Debt0.18%

Sector Allocation

SectorValue
Industrials19.5%
Financial Services18.17%
Consumer Cyclical18.02%
Health Care13.62%
Basic Materials11.39%
Technology7.88%
Consumer Defensive2.92%
Communication Services2.91%
Real Estate1.67%
Utility1.05%

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS
Specialty Chemicals5%₹498 Cr308,971
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
Medical Care Facilities4%₹397 Cr3,526,055
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
Consumer Electronics3%₹340 Cr231,469
JK Cement Ltd (Basic Materials)
Equity, Since 30 Apr 23 | JKCEMENT
Building Materials3%₹301 Cr548,106
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT
Information Technology Services3%₹293 Cr519,968
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | MFSL
Insurance - Life3%₹289 Cr1,922,769
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
Asset Management2%₹255 Cr532,100
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | UNOMINDA
Auto Parts2%₹245 Cr2,433,285
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Dec 24 | MANKIND
Drug Manufacturers - Specialty & Generic2%₹228 Cr923,014
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | INDHOTEL
Lodging2%₹228 Cr2,956,582
1 - 10 of 77
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Fund Managers

NameSinceTenure
Vinay Paharia1 Apr 232.25 Yr.
Puneet Pal16 Jul 222.96 Yr.
Utsav Mehta1 Nov 231.66 Yr.
Vivek Sharma15 Apr 241.21 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
₹65.63
↓ -0.11
1.28 %5.15 %19.33 %28.82 %
PGIM India Midcap Opportunities Fund
Normal Dividend, Payout
₹25.71
↓ -0.04
0.49 %4.35 %18.45 %28.09 %
PGIM India Midcap Opportunities Fund
Normal Dividend, Reinvestment
₹25.71
↓ -0.04
0.49 %4.35 %18.45 %28.09 %
Data as on 3 Jul 25

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