PGIM India Midcap Fund

PGIM India Midcap Fund

Equity: Mid Cap | Growth

5Y CAGR

+11.21%

Fund Size

₹11,070.78 Cr

Min. Investment

₹1,000

Score

25%

QUICK FUND SUMMARY

PGIM India Midcap Fund Growth is an equity mutual fund managing assets worth ₹11,070.78 Cr. The current NAV is ₹67.31 as of Aug 27. It has delivered a 5-year CAGR of 11.21%. Investors can start with a minimum SIP amount of ₹1,000. The fund primarily holds UNO Minda Ltd., The Federal Bank Ltd., Bharti Hexacom Ltd., Mankind Pharma Ltd. and Vishal Mega Mart Ltd..

Make informed investment decisions using insights from CRISP (Consistency, Risk and Investment Style of the Portfolio) Rating.
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PGIM India Midcap Fund Details

Fund Size

₹11,070.78 Cr

Type

Equity: Mid Cap

Minimum Investment

₹1,000

NAV (Aug 27)

₹67.31

Plan Type

Regular

Launch Date

02 Dec 2013

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

1.94%

Withdrawal Charge

Exit load of 0.5%, if redeemed within 90 days.

PGIM India Midcap Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

PGIM India Midcap Fund Peer Comparison

Comparison of funds that belong to the same category, based on historical returns

Funds1Y Returns3Y CAGR5Y CAGR
PGIM India Midcap Fund
PGIM India Midcap Fund
+2.59%+12.24%+11.21%
HDFC Mid Cap Fund
HDFC Mid Cap Fund
+11.23%+18.82%+20.16%
Motilal Oswal Midcap Fund
Motilal Oswal Midcap Fund
+2.95%+20.80%+22.60%
Nippon India Growth Mid Cap Fund
Nippon India Growth Mid Cap Fund
+11.35%+20.10%+19.14%

Returns Calculator

Monthly Investment

Time Period

Returns That Could Have Been Yours

3 years ago, had you invested:

₹3,600

You could have made a profit of:

₹723

Your Total Value could have reached:

₹4,323

PGIM India Midcap Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on PGIM India Midcap Fund

PGIM India Midcap Fund is a Growth Equity mutual fund managed by PGIM Mutual Fund. It follows a High Quality investment strategy. The fund is rated 25/100 on the CRISP scale.

The current NAV of PGIM India Midcap Fund is ₹67.31 as of Aug 27.

You can invest in PGIM India Midcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.

The minimum SIP amount for PGIM India Midcap Fund is ₹1,000.

The expense ratio of PGIM India Midcap Fund is 1.94%.

PGIM India Midcap Fund has an exit load as follows: exit load of 0.5%, if redeemed within 90 days.

PGIM India Midcap Fund has a CRISP Score of 25/100, indicating Low consistency, relative risk within the acceptable range, investment style High on Quality factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.

Short-term capital gains (STCG) on PGIM India Midcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.

Disclaimer: Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.