PGIM India Midcap Fund - Regular Plan - Growth Option
(Erstwhile PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option)
Fund House: PGIM India Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 05-12-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.69% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,580.7 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 38% | Exit Load: For Exits within 90 days from date of allotment of units: 0.50% 1 For Exits beyond 90 days from date of allotment of units: NIL. |
64.24
0.01 (0.0156%)
16.71%
Benchmark: 17.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
7 Years 9 Months
9 Years 9 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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 is no assurance that the investment objective will be achieved. The Scheme does not guarantee/ indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.76 |
| Sharpe Ratio | 0.56 |
| Alpha | -6.03 |
| Beta | 0.8 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund - Regular Plan - Growth Option | 05-12-2013 | -1.02 | 11.57 | 11.8 | 19.88 | 15.3 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 6.69 | 25.83 | 25.95 | 25.11 | 18.42 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 5.94 | 19.4 | 24.58 | 26.08 | 18.41 |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | 01-07-2019 | 5.77 | 16.81 | 19.45 | 22.86 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 5.51 | 20.07 | 21.13 | 23.18 | 15.93 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 5.05 | 20.4 | 24.31 | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 2.82 | 19.54 | 23.05 | 23.88 | 15.49 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 1.93 | 22.08 | 23.95 | 25.69 | 18.38 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 1.81 | 16.75 | - | - | - |
| Tata Mid Cap Fund Regular Plan- Growth Option | 01-07-1994 | 1.74 | 14.76 | 20.46 | 21.34 | 15.87 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.18%
Others
3.36%
Large Cap
23.04%
Mid Cap
65.42%
