PGIM India Midcap Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 95% of 3-year investment horizons.
- Over 13 years of operational history across different market cycles.
- Experienced a maximum drawdown of -38.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.83% | +4.07% | +1.76% |
| 3 Months | -0.39% | -1.98% | +1.59% |
| 6 Months | +4.60% | +3.41% | +1.19% |
| 1 Year | +2.42% | +3.63% | -1.21% |
| 3 Years CAGR | +10.77% | +15.02% | -4.25% |
| 5 Years CAGR | +8.16% | +12.65% | -4.49% |
| 7 Years CAGR | +20.86% | +19.98% | +0.88% |
| 10 Years CAGR | +15.28% | +15.76% | -0.48% |
| Since Inception | +15.78% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in PGIM India Midcap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +4.19% | +5.43% | -1.24% |
| 2025 | +0.02% | +1.71% | -1.69% |
| 2024 | +20.96% | +29.27% | -8.31% |
| 2023 | +20.84% | +37.88% | -17.04% |
| 2022 | -1.66% | +2.02% | -3.68% |
| 2021 | +63.78% | +48.43% | +15.35% |
| 2020 | +48.39% | +24.33% | +24.06% |
| 2019 | +3.57% | +5.15% | -1.58% |
| 2018 | -16.10% | -12.21% | -3.89% |
| 2017 | +36.96% | +41.38% | -4.42% |
| 2016 | -1.35% | +3.21% | -4.56% |
| 2015 | +7.89% | +8.03% | -0.14% |
| 2014 | +42.83% | +73.48% | -30.65% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -26.36% | +17.86% | +10.14% | +137.79% | 77.7% | 44.3% |
| 3-Year Rolling | -9.48% | +16.56% | +13.86% | +47.35% | 94.9% | 21.0% |
| 5-Year Rolling | -3.13% | +16.97% | +17.76% | +34.91% | 99.0% | 15.5% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2018-01-12 | 2020-03-23 | -38.6% | 26 months | 5 months |
| 2015-08-05 | 2016-02-25 | -23.9% | 7 months | 6 months |
| 2022-01-17 | 2022-06-20 | -20.1% | 5 months | 3 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity Related Instruments of Mid Cap Companies- Min 65% and Max 100% Equity & Equity Related Instruments of other companies- Min 0% and Max 35% Money Market Instruments and, other liquid instruments, Units of Liquid, Money Market and Overnight Mutual Funds - Min 0% and Max 35% Units of Gold ETFs & Silver ETFs - Min 0% and Max 25% Units issued by InvITs - Min 0% and Max 10% | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 10,968 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| DSP Midcap Fund | 3.5 | +12.47% | 1.73% | 99.8% | Rs 20,109 cr | Compare → |
| Taurus Mid Cap Fund | 1.4 | +10.27% | 2.79% | 98.2% | Rs 142 cr | Compare → |
| Tata Mid Cap Fund | 4.1 | +13.17% | 1.99% | 86.1% | Rs 6,151 cr | Compare → |
| SBI MIDCAP FUND | 3.0 | +9.20% | 1.80% | 87.5% | Rs 23,604 cr | Compare → |
| LIC MF Mid Cap Fund | 2.9 | +13.62% | 3.07% | 105.1% | Rs 381 cr | Compare → |
Frequently Asked Questions about PGIM India Midcap Fund
What is the expense ratio of PGIM India Midcap Fund?
PGIM India Midcap Fund has a total expense ratio (TER) of 1.96% with a base expense ratio of 1.48%, compared to the Mid Cap category median of 2.11%.
Who manages PGIM India Midcap Fund?
PGIM India Midcap Fund is managed by Vivek Sharma (tenure: 2.6 years since 2024-04-15).
What are the historical returns of PGIM India Midcap Fund?
PGIM India Midcap Fund delivered a 3-year CAGR of 10.77% and a 5-year CAGR of 8.16%. Its 1-year return stands at +2.42%.
How large is PGIM India Midcap Fund?
PGIM India Midcap Fund manages assets of Rs 10,968 cr, placing it in the 'comfortable' size band relative to Mid Cap peers.
How is PGIM India Midcap Fund scored on MFIQ?
PGIM India Midcap Fund holds an MFIQ Score of 3.4/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is PGIM India Midcap Fund?
PGIM India Midcap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.41% with a maximum historical drawdown of -38.64%.