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.

64.18

17.21%

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 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 3.67 15.67 13.93 25.29 14.28
Invesco India Midcap Fund - Growth Option 19-04-2007 14.66 30.63 27.37 28.41 17.1
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 6.51 24.28 - - -
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 5.43 27.29 24.42 29.43 16.78
Kotak Midcap Fund - Regular Plan - Growth 30-03-2007 4.77 23.41 21.56 28.08 16.98
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.63 25.04 23.08 26.94 13.91
Axis Midcap Fund - Regular Plan - Growth 06-02-2011 3.41 21.05 17.97 22.31 14.79
HDFC Mid Cap Fund - Growth Plan 25-06-2007 3.14 23.15 25.84 29.77 16.8
ICICI Prudential MidCap Fund - Growth 10-10-2004 2.85 25.33 21.47 27.25 14.32
NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option 05-10-1995 2.66 24.37 24.61 29.56 16.67

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

8.12%

Others

6.98%

Large Cap

26.42%

Mid Cap

58.48%

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