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: 1.7% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,055.57 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 38% | 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. |
65.75
-0.4 (-0.6084%)
17.62%
Benchmark: 17.85%
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 | 15.13 |
| Sharpe Ratio | 0.68 |
| Alpha | -6.08 |
| Beta | 0.83 |
| 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 | 4.75 | 18.63 | 19.32 | 29.09 | 15.44 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.13 | 34.5 | 33.14 | 31.05 | 17.92 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.52 | 30.29 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 9.96 | 32.79 | 31.9 | 33.83 | 18.12 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 8.9 | 33.95 | 35.37 | 36.86 | 17.75 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 8.24 | 28.5 | 32.75 | 32.75 | 18.02 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 7.69 | 30.75 | 31.39 | 33.4 | 17.97 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 7.55 | 29.87 | 29.97 | 29.21 | 15.12 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 6.78 | 28.53 | 29.55 | 27.61 | 15.44 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 6.41 | 27.26 | 27.47 | 30.86 | 17.97 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.27%
Others
2.84%
Large Cap
21.74%
Mid Cap
66.15%
