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 (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,640.22 Cr As on 30-06-2025(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. |
65.61
-0.32 (-0.4877%)
17.52%
Benchmark: 17.77%
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 | 15.03 |
| Sharpe Ratio | 0.92 |
| Alpha | -5.9 |
| Beta | 0.85 |
| 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 | 4.36 | 17.61 | 16.99 | 27.63 | 14.9 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.36 | 33.73 | 31.2 | 30.53 | 17.77 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.42 | 27.89 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.84 | 30.95 | 28.27 | 32.24 | 17.51 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 6.93 | 27.34 | 30.2 | 32.2 | 17.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.21 | 28.28 | 27.11 | 28.6 | 14.7 |
| Franklin India Mid Cap Fund-Growth | 01-12-1993 | 5.35 | 27.39 | 26.71 | 26.96 | 15.09 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 5.27 | 31.94 | 31.75 | 35.53 | 17.18 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 5.06 | 26.28 | 25.16 | 29.99 | 17.51 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 5.03 | 28.79 | 28.38 | 32.03 | 17.32 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.12%
Others
6.98%
Large Cap
26.42%
Mid Cap
58.48%
