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Home Mutual FundsEquityMid Cap FundPGIM India Mid Cap Opportunities Fund

PGIM India Mid Cap Opportunities Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Mid Cap Fund category.

The NAV for PGIM India Mid Cap Opportunities Fund Fund is 60.490 as of 05 May 2025. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given 14.19% annualized return for the last 3 years.

PGIM India Mid Cap Opportunities Fund has 3 Star Rating at present. The present riskometer shown below is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Fund Information

  • As of 28 Feb 2025, fund size of PGIM India Mid Cap Opportunities Fund is 9,962.07 Cr.

  • PGIM India Mid Cap Opportunities Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 1.72%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • PGIM India Mid Cap Opportunities Fund is an Equity oriented mutual fund in the - Mid Cap Fund category.

  • NIFTY Midcap 150 TRI is the benchmark for PGIM India Mid Cap Opportunities Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 05 Dec 2013 as at present it is 11 years old fund.

  • Name of the AMC is PGIM India Mutual Funds. Click here to know more about PGIM India Mutual Funds.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. PGIM India Mid Cap Opportunities Fund managed by following fund manager(s);

Riskometer

Investors understand that their principal
will be at Very High risk

How does the Return Comparison of the PGIM India Mid Cap Opportunities Fund fare against peer funds in the Mid Cap fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by PGIM India Mid Cap Opportunities Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Mid Cap fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.67% 2.02% -1.46% 17.48% 36.05% 28.39% 37.83% 17.52%
Category Average 6.56% 0.28% -5.60% 6.75% 27.22% 20.41% 29.86% 15.31%
PGIM India Mid Cap Opportunities Fund 6.22% 0.38% -2.39% 8.58% 18.54% 14.19% 30.70% 14.55%
Motilal Oswal Mid Cap 30 Fund 8.08% -1.64% -7.03% 16.30% 36.05% 28.39% 37.83% 17.52%
HDFC Mid-Cap Opportunities Fund 6.88% 0.82% -3.38% 9.44% 30.31% 26.15% 33.72% 17.12%
Invesco India Mid Cap Fund 6.63% 1.20% -1.46% 17.48% 32.16% 24.92% 30.47% 16.74%
Nippon India Growth Fund 6.84% 2.02% -4.25% 9.76% 32.31% 24.83% 34.21% 17.07%
Edelweiss Mid Cap Fund 7.37% 1.01% -3.72% 14.81% 32.20% 24.62% 33.38% -

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of PGIM India Mid Cap Opportunities Fund are shown below;

Equity 97.21%

Debt 0.20%

Others 2.59%

Top Equity Holdings

Name of the EquityHolding Percentage
Max Healthcare Institute Ltd 3.59%
Dixon Technologies (India) Ltd 3.20%
SOLAR INDUSTRIES INDIA LTD. 2.67%
J.K.CEMENT LTD. 2.51%
ABBOTT INDIA LTD. 2.35%
Others 85.68%
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Allocation by Sector

Name of the SectorHolding Percentage
Financial 18.43%
Financial Services 17.87%
Automobile 13.83%
Healthcare 13.59%
Capital Goods 9.69%
Others 26.59%
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Portfolio Holdings shown is as of 28 Feb 2025