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	65.35	25.07	24.33
3 year	13.34	45.45	27.47	27.97
5 year	3.18	39.21	17.86	21.4
7 year	4.3	21.04	14.42	18.61
10 year	0.52	21.2	10.97	18.19
12 year	0.21	20.47	10.76
15 year	4.97	19.36	10.49

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	26.59	24.33
3 year	13.5	42.73	26.78	27.97
5 year	1.21	37.55	16.39	21.4
7 year	4.52	19.53	13.88	18.61
10 year	3.36	21.04	13.41	18.19
12 year	3.48	19.67	13.22
15 year	7.73	20.72	13.16

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.62	24.33
3 year	13.61	42.26	26.51	27.97
5 year	4.41	36.78	18.13	21.4
7 year	7.26	20.87	16.07	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	82.79	30.06	24.33
3 year	14.52	45.86	31.98	27.97
5 year	8.43	40.38	23.55	21.4
7 year	14.14	28.21	22.07	18.61
10 year	14.44	28.8	21.85	18.19
12 year	10.67	28.77	21.57
15 year	14.1	29.21	20.92

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	19.94	24.33
3 year	4.76	30.51	15.96	27.97
5 year	6.69	25.56	15.08	21.4
7 year	8.9	21.06	15.74	18.61
10 year	9.82	25.87	16.9	18.19
12 year	11.27	24.54	16.79
15 year	12.8	22.2	16.52

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	7.22	8.76
3 year	13.59	11.79
5 year	11.3	13.25
7 year	8.65	12.32
10 year	7.39	11.38

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	7.65	8.76
3 year	13.24	11.79
5 year	10.8	13.25
7 year	8.13	12.32
10 year	7.91	11.38

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.28	8.76
3 year	12.91	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	7.29	8.76
3 year	15.24	11.79
5 year	14.25	13.25
7 year	12.09	12.32
10 year	12.96	11.38

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.09	8.76
3 year	7.31	11.79
5 year	8.18	13.25
7 year	7.92	12.32
10 year	9.34	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%