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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,468.11 Cr As on 31-07-2025(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.

64.53

17.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 13.84
Sharpe Ratio 0.67
Alpha -5.57
Beta 0.81
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 0.36 16.04 13.34 23.87 15.14
Invesco India Midcap Fund - Growth Option 19-04-2007 8.53 29.37 26.9 26.86 17.83
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 2.69 23.82 - - -
HDFC Mid Cap Fund - Growth Plan 25-06-2007 1.08 21.7 25.16 27.58 17.55
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 0.78 21.9 21.03 26.36 17.77
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 0.15 29.6 28.06 32.11 17.45
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 -0.26 26.0 23.63 27.9 17.48
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 -0.64 20.84 - - -
ICICI Prudential MidCap Fund - Growth 10-10-2004 -0.71 23.49 21.08 24.67 15.07
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 -0.94 23.74 22.82 25.28 14.81

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

7.55%

Others

4.0%

Large Cap

22.81%

Mid Cap

65.64%

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