PGIM India Mid Cap Opportunities Fund Direct Growth

Scheme code: INF663L01DV3 NAV value: ₹ 69.5700 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	1.26	44.82	24.33	35.89
3 year	8.09	51.22	27.97	26.04
5 year	1.44	37.21	21.40	18.23
7 year	14.55	22.48	18.61	17.11
10 year	14.57	20.08	18.19	19.58

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.77	27.85	24.33
3 year	11.28	45.45	27.04	27.97
5 year	2.1	39.21	17.39	21.4
7 year	4.3	21.04	14.32	18.61
10 year	0.52	21.2	10.89	18.19
12 year	0.21	19.63	10.67
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	24.33
3 year	11.11	42.73	26.36	27.97
5 year	0.33	37.55	15.88	21.4
7 year	4.52	19.53	13.82	18.61
10 year	3.36	21.04	13.39	18.19
12 year	3.48	19.67	13.16
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	24.33
3 year	13.61	42.26	26.48	27.97
5 year	4.41	36.78	18.12	21.4
7 year	7.26	20.87	16.06	18.61
10 year	5.58	22.47	14.68	18.19
12 year	4.77	21.65	14.06
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	84	34.98	24.33
3 year	14.52	45.86	31.83	27.97
5 year	8.28	40.38	23.11	21.4
7 year	14.14	28.21	22.09	18.61
10 year	14.44	28.8	21.87	18.19
12 year	10.67	28.77	21.53
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	24.33
3 year	4.76	30.51	15.88	27.97
5 year	6.69	25.56	14.86	21.4
7 year	8.9	21.06	15.78	18.61
10 year	9.82	25.87	16.94	18.19
12 year	11.27	24.54	16.77
15 year	12.8	22.2	16.54

Rolling return for 1 year

- Average return: 24.33% - Median return: 26.57% - Average standard deviation: 5.01

Rolling return for 3 year

- Average return: 27.97% - Median return: 29.31% - Average standard deviation: 2.23

Rolling return for 5 year

- Average return: 21.4% - Median return: 21.11% - Average standard deviation: 1.17

Rolling return for 7 year

- Average return: 18.61% - Median return: 18.67% - Average standard deviation: 0.73

Rolling return for 10 year

- Average return: 18.19% - Median return: 18.72% - Average standard deviation: 0.51

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,05,061	1,05,061	8.76
3 year	36,00,000	50,29,191	14,29,191	11.79
5 year	60,00,000	1,11,77,618	51,77,618	13.25
7 year	84,00,000	1,89,38,314	1,05,38,314	12.32
10 year	1,20,00,000	3,52,48,940	2,32,48,940	11.38

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.02	8.76
3 year	13.52	11.79
5 year	11.1	13.25
7 year	8.58	12.32
10 year	7.33	11.38

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	8.76
3 year	13.17	11.79
5 year	10.58	13.25
7 year	8.06	12.32
10 year	7.88	11.38

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	8.76
3 year	12.89	11.79
5 year	11.21	13.25
7 year	9.03	12.32
10 year	8.85	11.38

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	8.76
3 year	15.28	11.79
5 year	14.09	13.25
7 year	12.08	12.32
10 year	12.95	11.38

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	8.76
3 year	7.27	11.79
5 year	8.09	13.25
7 year	7.95	12.32
10 year	9.36	11.38

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,05,061 - Absolute Returns: ₹1,05,061 - CAGR: 8.76%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,29,191 - Absolute Returns: ₹14,29,191 - CAGR: 11.79%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,11,77,618 - Absolute Returns: ₹51,77,618 - CAGR: 13.25%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,89,38,314 - Absolute Returns: ₹1,05,38,314 - CAGR: 12.32%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,52,48,940 - Absolute Returns: ₹2,32,48,940 - CAGR: 11.38%