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PGIM India Midcap Fund - Regular Plan - Growth Option
PGIM India Midcap Fund - Regular Plan - Growth Option
Category: Equity: Mid Cap
Launch Date: 05-12-2013
Riskometer: Very High
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Mr. Vivek Sharma, Mr. Utsav Mehta, Mr. Vinay Paharia and Mr. Puneet Pal
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.
Benchmark
NIFTY Midcap 150 TRI
Expense Ratio
1.69% As on (31-07-2025)
Minimum Investment | Top up
5000.0 | 1000.0
Total Assets
11,468.11 Cr As on (31-07-2025)
Nav Movement
RETURNS CALCULATOR for PGIM India Midcap Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of PGIM India Midcap Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund - Regular Plan - Growth Option | 13.18 | 0.67 | -5.57 | 0.81 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 17.92 |
| Healthcare | 13.11 |
| Capital Goods | 12.46 |
| Consumer Services | 9.3 |
| Chemicals | 8.62 |
| Automobile and Auto Components | 6.65 |
| Information Technology | 5.38 |
| Consumer Durables | 4.93 |
| Services | 4.08 |
| Construction Materials | 3.18 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.83 |
| Clearing Corporation of IndiLtd. | 3.42 |
| J.K.CEMENT LIMITED EQ | 3.18 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 3.03 |
| HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- | 2.84 |
| Bharti Hexacom Limited | 2.75 |
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 2.61 |
| VISHAL MEGA MART PRIVATE LIMITED EQ | 2.5 |
| MUTHOOT FINANCE LIMITED EQ | 2.46 |
| ZOMATO LIMITED EQ | 2.45 |