pgim-india-midcap-opportunities-fund-dir-g

PGIM India Midcap Fund - Dir (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 04, 2025 ₹75.92
  • Total Returns 19.1% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
pgim-india-midcap-opportunities-fund-dir-g

Overview of PGIM India Midcap Fund - Dir (G)

  • Fund House
    PGIM India Midcap Fund
  • Fund Size
    ₹11,052 Cr
  • Expense Ratio
    0.45%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Dec 02, 2013
  • Lock-in period
    0
  • Exit Load
    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
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

PGIM India Midcap Fund - Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

PGIM India Midcap Fund - Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.99%
  • 15.52%
  • 1.97%
  • 4.92%
  • 20.61%
  • 30.58%

Category Average

  • 3.49%
  • 16.92%
  • 0.55%
  • 3.75%
  • 27.48%
  • 29.62%

Fund Asset Allocation

Top holdings

Top Sectors

  • Consumer Durables
    8%
  • Healthcare Services
    7.51%
  • Finance
    7.34%
  • Industrial Products
    6.81%
  • Pharmaceuticals & Biotech
    6.19%
  • Auto Components
    5.79%

More about PGIM India Midcap Fund - Dir (G)

PGIM India Midcap Fund - Dir (G) is a mutual fund under the High Risk-High Return category, managed by PGIM India Mutual Fund. It was launched on 24 Sep 2008, and has been active for over 17 years. As of 30 Jun 2025 the fund manages assets worth ₹11,052 Crores. The expense ratio is 0.45%.

This fund generated returns of 4.92% in the last 1 year. Since its inception, it has provided an average annual return of 19.1%.

The fund's investments are mainly concentrated in sectors like Consumer Durables, Healthcare Services, Finance, Industrial Products and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as Solar Industries, Max Healthcare, Dixon Technolog., C C I and J K Cements.

Fund Managers

  • Vivek Sharma
  • Utsav Mehta
  • Vinay Paharia
  • Puneet Pal

Investment 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 can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

pgim-india-midcap-opportunities-fund-dir-g

Frequently Asked Questions about PGIM India Midcap Fund - Dir (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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