PGIM India Midcap Fund - Regular Plan - Growth Option
Fund House: PGIM India Mutual Fund
Category: Equity: Mid Cap
Status: Open Ended Schemes
Launch Date: 05-12-2013
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY Midcap 150 TRI
Total Assets: 11640.22 As on (30-06-2025)
Expense Ratio: 1.69% As on (30-06-2025)
Turn over: 81.00% | 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.
NAV as on 11-07-2025
65.04
-0.48
CAGR Since Inception
17.46%
NIFTY Midcap 150 TRI 17.78%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| PGIM India Midcap Fund - Regular Plan - Growth Option | 3.37 | 17.02 | 27.52 | 15.1 | 17.46 |
| NIFTY MIDCAP 150 TRI | 3.13 | 28.41 | 31.31 | 18.5 | 17.78 |
| Equity: Mid Cap | 1.76 | 24.72 | 28.22 | 15.89 | 18.95 |
Funds Manager
Mr. Vivek Sharma, Mr. Utsav Mehta, Mr. Vinay Paharia and Mr. Puneet Pal
RETURNS CALCULATORS for PGIM India Midcap Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of PGIM India Midcap Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of PGIM India Midcap Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund Reg Gr | 05-12-2013 | 3.37 | 17.84 | 17.02 | 27.52 | 15.1 |
| Invesco India MidCap Gr | 19-04-2007 | 15.35 | 33.45 | 31.02 | 30.27 | 17.86 |
| WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 7.58 | 28.38 | 0.0 | 0.0 | 0.0 |
| HDFC Mid Cap Fund Gr | 25-06-2007 | 6.39 | 27.25 | 30.58 | 32.09 | 17.97 |
| Edelweiss MidCap Reg Gr | 26-12-2007 | 6.31 | 31.37 | 28.73 | 32.21 | 17.76 |
| Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 5.54 | 32.41 | 31.7 | 35.31 | 17.5 |
| Sundaram MidCap Gr | 01-07-2002 | 4.98 | 28.48 | 27.66 | 28.41 | 14.87 |
| Franklin India Prima Fund Gr | 01-12-1993 | 4.77 | 27.42 | 26.81 | 26.87 | 15.31 |
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 3.97 | 26.72 | 25.34 | 29.9 | 17.79 |
| Nippon India Growth Fund Gr Gr | 05-10-1995 | 3.79 | 28.58 | 28.48 | 32.07 | 17.6 |
Asset Allocation (%)
Key Performance and Risk Statistics of PGIM India Midcap Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund - Regular Plan - Growth Option | 13.18 | 0.92 | -5.9 | 0.85 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |