PGIM India Midcap Fund Regular Growth
- Mid-Cap
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹10,981.47 Cr
Expense Ratio
1.97%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
2 Dec 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.19% | -- |
| 3 Months | +7.88% | -- |
| 6 Months | +6.73% | -- |
| 1 Year | +3.91% | +3.91% |
| 2 Years | -- | +4.34% |
| 3 Years | +41.38% | +12.24% |
| 5 Years | +70.39% | +11.25% |
| Since Launch | +572% | +16.19% |
Holdings as on 15 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Clearing Corporation Of India Ltd. | 506.23 | 4.61 |
| Federal Bank | 286.20 | 2.61 |
| UNO Minda | 264.70 | 2.41 |
| Mankind Pharma | 263.83 | 2.40 |
| Bharti Hexacom | 252.78 | 2.30 |
| Aditya Birla Capital | 251.24 | 2.29 |
| Prestige Estates Projects | 231.08 | 2.10 |
| AU Small Finance Bank | 227.52 | 2.07 |
| Max Financial Services | 212.68 | 1.94 |
| Vishal Mega Mart | 198.22 | 1.81 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.35
Sharpe Ratio
16.17%
Std. Deviation
7.67%
Tracking Error
11.57%
Alpha
0.90
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential MidCap Fund Growth | +18.81% | +23.28% | +18.07% |
| Franklin India Mid Cap Fund Growth | +7.34% | +17.81% | +15.03% |
| Quant Mid Cap Fund Growth | +6.41% | +12.87% | +15.71% |
| UTI Mid Cap Fund Regular Plan Growth | +8.76% | +13.53% | +13.14% |
| PGIM India Midcap Fund Regular Growth | +3.91% | +12.24% | +11.25% |
Results are calculated on CAGR basis
About Fund
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.
The PGIM India Midcap Fund Regular Growth has an AUM of 10981.47 crores & has delivered CAGR of 11.25 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.97%. The minimum investment in PGIM India Midcap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Clearing Corporation Of India Ltd., Federal Bank, UNO Minda, Mankind Pharma.
The major sectors where the fund is invested are Regional Banks, Biotechnology & Drugs, Electronic Instr. & Controls, Investment Services.
Some of the similar funds are ICICI Prudential MidCap Fund Growth, Franklin India Mid Cap Fund Growth, Quant Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth, PGIM India Midcap Fund Regular Growth. PGIM India Midcap Fund Regular Growth has a sharpe ratio of 0.35 & a standard deviation of 16.17%.
FAQs
According to the morning star rating PGIM India Midcap Fund Regular Growth has a Medium risk & High return.
PGIM India Midcap Fund Regular Growth is managed by Vinay Paharia,Puneet Pal,Utsav Mehta,Vivek Sharma.
The expense ratio of PGIM India Midcap Fund Regular Growth is 1.97%.
The 5 year annualized return on PGIM India Midcap Fund Regular Growth is 11.25% & it has generated 3.91% in the last 1 year.
The minimum investment in PGIM India Midcap Fund Regular Growth is 5000 Rs.
PGIM India Midcap Fund Regular Growth has an AUM of 10981.47 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.