Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.19%
1 Month-10.68%
3 Months-11.53%
6 Months-12.53%
1 Year-3.77%
3 Years (CAGR)+10.27%
5 Years (CAGR)+12.00%
10 Years (CAGR)+14.73%
Since Inception (Dec 2013)+14.99%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.34%
3 Year SIP+0.03%
5 Year SIP+5.56%
Since Inception (Dec 2013)+13.93%
Fund Details
Fund HousePGIM India Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹10,877 Cr
Expense Ratio1.71%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date05 Dec 2013
AMFI Code125305
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
PGIM India Midcap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
PGIM India Midcap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 12 years. It manages assets worth ₹10,877 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.71%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations