Can I invest in SIP and Lumpsum in PGIM India Midcap Opportunities Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in PGIM India Midcap Opportunities Fund (G). Minimum lumpsum investment PGIM India Midcap Opportunities Fund (G) is ₹5,000 and minimum SIP amount is ₹1,000 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of PGIM India Midcap Opportunities Fund (G) Direct Growth?

The latest NAV (Net Asset Value) of PGIM India Midcap Opportunities Fund (G) is PGIM India Midcap Opportunities Fund (G) is ₹64.21 as on 2025-01-01.

Which are the biggest stock holdings of PGIM India Midcap Opportunities Fund (G)?

The 5 biggest stock holdings of PGIM India Midcap Opportunities Fund (G) are: Dixon Technolog. (3.77%), Persistent Sys (3.25%), Max Healthcare (3.11%), Uno Minda (2.83%), Info Edg.(India) (2.48%)

What are the top sectors PGIM India Midcap Opportunities Fund (G) invests in?

A majority of PGIM India Midcap Opportunities Fund (G) 's AUM worth ₹11,092.72 (Cr) is invested in these 3 top sectors: Auto Components : 8.89% Consumer Durables : 8.51% Finance : 7.47%

Mutual Funds
PGIM India Midcap Opportunities Fund (G)

PGIM India Midcap Opportunities Fund (G)

Mid Cap Fund

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NAV
64.21(0.50%)
Fund Size (CR)
₹11,092.72
Expense Ratio
1.7
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
18.23%

Absolute Return: -3.60%

Annualized Return: 0%

Basic Details

Scheme Manager

Vinay Paharia

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10078.76	0.79%	-	0.48%	24/119
1 Month	29 November 2024	10187.90	1.88%	-	1.05%	24/119
3 Month	30 September 2024	9613.82	-3.86%	-	-3.87%	48/119
6 Month	28 June 2024	10314.36	3.14%	-	4.09%	61/119
1 Year	29 December 2023	12112.84	21.13%	21.13%	29.60%	101/119
3 Year	30 December 2021	14521.11	45.21%	13.24%	22.35%	103/103
5 Year	30 December 2019	35076.75	250.77%	28.53%	26.85%	31/95
Since Inception	2 December 2013	63980.00	539.80%	18.23%	22.06%	89/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	141014.28	8.47%	8.47%
3 Year	3 January 2022	3,70,000	489699.62	32.35%	9.79%
5 Year	1 January 2020	6,10,000	1112920.87	82.45%	12.78%
10 Year	1 January 2015	12,10,000	3372262.32	178.70%	10.79%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.05%

Standard Deviation

0.82%

Beta

0.53%

Sharpe Ratio

0.09%

Treynor's Ratio

-5.66%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Dixon Technolog.	3.77%	264563	418.21	Equity	Consumer Durables
Persistent Sys	3.25%	609968	360.23	Equity	IT - Software
Max Healthcare	3.11%	3526055	345.47	Equity	Healthcare
Uno Minda	2.83%	2981370	313.42	Equity	Auto Ancillaries
Info Edg.(India)	2.48%	333827	275.58	Equity	E-Commerce/App based Aggregator
Solar Industries	2.28%	236523	252.63	Equity	Aerospace & Defence
Varun Beverages	2.27%	4058845	252.14	Equity	FMCG
Indian Hotels Co	2.11%	2956582	234.56	Equity	Hotels & Restaurants
Zomato Ltd	2.05%	8146137	227.90	Equity	E-Commerce/App based Aggregator
CG Power & Ind	2.04%	3085901	225.97	Equity	Capital Goods - Electrical Equipment

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Midcap Fund-Dir (G)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Motilal Oswal Midcap Fund-Dir (IDCW)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Invesco India Midcap Fund - Direct (G)	5862.67	3.37%	0.42%	12.38%	45.03%	26.69%
Invesco India Midcap Fund - Direct (IDCW)	5862.67	3.37%	0.42%	12.37%	45.02%	26.67%
HSBC Midcap Fund - Direct (IDCW)	11912.38	4.06%	0.93%	10.09%	40.83%	27.22%

News

PGIM India MF announces Quarterly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
PGIM India Mutual Fund has announced 31 December 2024 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
PGIM India Dynamic Bond Fund:
Regular Plan ' Quarterly IDCW: 18.776
Direct Plan ' Quarterly IDCW: 20.7063
PGIM India Gilt Fund:
Regular Plan ' Quarterly IDCW: 0.2396
Direct Plan ' Quarterly IDCW: 0.2525
PGIM India Corporate Bond Fund:
Regular Plan ' Quarterly IDCW: 0.1997
Direct Plan ' Quarterly IDCW: 0.2267
PGIM India Large Cap Fund:
Regular Plan ' IDCW: 0.4578
Direct Plan ' IDCW: 0.6481
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PGIM India Mutual Fund announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
PGIM India Mutual Fund has announced 17 December 2024 as the record date for declaration of IDCW under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
PGIM India Arbitrage Fund:
Regular Plan ' Monthly IDCW Option: 0.0647
Direct Plan ' Monthly IDCW Option: 0.0653
PGIM India Hybrid Equity Fund:
Regular Plan ' Monthly IDCW Option: 0.1822
Direct Plan ' Monthly IDCW Option: 0.2012
PGIM India Equity Savings Fund:
Regular Plan ' Monthly IDCW Option: 0.0720
Direct Plan ' Monthly IDCW Option: 0.0787
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PGIM Mutual Fund announces change in Key Personnel
PGIM Mutual Fund has announced that Mr. Shailesh Puthran has been appointed as a Head of Operations on the Board of PGIM Management Company Ltd. effective November 07, 2024.
Details of Mr. Shailesh Puthran
Age: 51 years
Designation: Head of Operations
Qualification: Chartered Accountant
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Fund House Details & Investment Objective

Date of Incorporation

11 November 2013

Total AUM (Cr)

₹11092.72

PGIM India Midcap Opportunities Fund (G) is an Mid Cap Fund-oriented fund from the renowned AMC, PGIM India Mutual Fund. Launched in 11 November 2013, this fund is managed by Vinay Paharia. With assets under management (AUM) worth ₹11,092.72 (Cr), as of 1 January 2025, PGIM India Midcap Opportunities Fund (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 18.23% since its launch.
The current NAV of PGIM India Midcap Opportunities Fund (G) is ₹64.21, as on 1 January 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in PGIM India Midcap Opportunities Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated 13.24% and 28.53% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 95.92% in Equity, 3.52% in Debt and 0.56% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 8.89% in Auto Components, 8.51% in Consumer Durables, 7.47% in Finance, 7.23% in Healthcare Services, 6.62% in IT-Software

FAQs

How to Invest in PGIM India Midcap Opportunities Fund (G) Direct Growth?

PGIM India Midcap Opportunities Fund (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 18.23% since inception. Looking to invest in PGIM India Midcap Opportunities Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in PGIM India Midcap Opportunities Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, PGIM India Midcap Opportunities Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in PGIM India Midcap Opportunities Fund (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has PGIM India Midcap Opportunities Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, PGIM India Midcap Opportunities Fund (G) has generated annualised return of 21.13%. In the long-term, the fund has generated 13.24% and 28.53% in 3 and 5 years respectively. Since its inception, the fund has generated 18.23% returns.

What is the expense ratio of PGIM India Midcap Opportunities Fund (G) Direct Growth?

The expense ratio of PGIM India Midcap Opportunities Fund (G) Direct Growth is 1.70%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of PGIM India Midcap Opportunities Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of PGIM India Midcap Opportunities Fund (G) is ₹11,092.72 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from PGIM India Midcap Opportunities Fund (G) Direct Growth?

Redeeming or selling units of PGIM India Midcap Opportunities Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from PGIM India Midcap Opportunities Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case PGIM India Midcap Opportunities Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).