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PGIM India Midcap Fund(IDCW) Direct IDCW

IDCW
62.410.75% (-0.47)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 11,640 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Large-size Fund

Assets Under Mgmt: ₹ 11,640 Cr

Very High Risk

Principle investment will be at very high risk

PGIM India Midcap Fund(IDCW) Performance & Key Metrics

PGIM India Midcap Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4671.670.12
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2961.860.09

PGIM India Midcap Fund(IDCW) Scheme InfoPGIM India Midcap Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.50%
0.50% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

About Mid Cap Fund

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

PGIM India Midcap Fund(IDCW) Peers

PGIM India Midcap Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
PGIM India Midcap Fund(IDCW)4.64%18.59%17.08%
HDFC Mid Cap Fund(IDCW)-0.06%22.61%13.38%
Kotak Midcap Fund(IDCW Payout)5.06%26.78%17.03%
Nippon India Growth Mid Cap Fund(IDCW)-3.02%21.92%10.36%

PGIM India Midcap Fund(IDCW) Returns Comparison

Compare PGIM India Midcap Fund(IDCW) with any MF, ETF, stock or index
Compare PGIM India Midcap Fund(IDCW) with any MF, ETF, stock or index
PGIM India Midcap Fund(IDCW)
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PGIM India Midcap Fund(IDCW) Portfolio

PGIM India Midcap Fund(IDCW) Asset Allocation

PGIM India Midcap Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
Treasury BillsCash & EquivalentsEquity0.17%6.83%93.00%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

PGIM India Midcap Fund(IDCW) Sector Distribution

PGIM India Midcap Fund(IDCW) Sector Distribution

+30 moreLabs & Life Sciences ServicesPharmaceuticalsAuto PartsInvestment Banking & BrokerageSpecialized Finance64.93 %5.85 %5.88 %5.90 %8.44 %9.01 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

PGIM India Midcap Fund(IDCW) Sector Weightage

PGIM India Midcap Fund(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 258.16%8.40%8.81%6.61%8.89%9.01%
Specialized Finance as a % of total holdings for last six quarters
Tickertape Separator

PGIM India Midcap Fund(IDCW) Current Holdings

PGIM India Midcap Fund(IDCW) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of PGIM India Midcap Fund(IDCW)

AMC Profile of PGIM India Midcap Fund(IDCW)

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

  • No.of Schemes

    24

  • Total AUM

    ₹ 26,529.69 Cr.

PGIM India Midcap Fund(IDCW) Manager Details

PGIM India Midcap Fund(IDCW) Manager Details

PGIM India Midcap Fund(IDCW) Manager Profile

PGIM India Midcap Fund(IDCW) Manager Profile

Sharma Vivek

AUM:  ₹23,537.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Utsav Mehta

AUM:  ₹16,214.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Vinay Paharia

AUM:  ₹22,959.48 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Puneet Pal

AUM:  ₹23,358.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

PGIM India Midcap Fund(IDCW) Manager Performance (0)

PGIM India Midcap Fund(IDCW) Manager Performance (0)

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PGIM India Midcap Fund(IDCW) Tax Implications

PGIM India Midcap Fund(IDCW) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

PGIM India Midcap Fund(IDCW) Review & Opinions

PGIM India Midcap Fund(IDCW) Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of PGIM India Midcap Fund(IDCW)?

    The current NAV of PGIM India Midcap Fund(IDCW) is ₹62.41, as of 11th July 2025.

  2. What are the returns of PGIM India Midcap Fund(IDCW)?

    The PGIM India Midcap Fund(IDCW) was launched on 2nd December 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 4.64%
    • 3 Year Returns: 18.59%
    • 5 Year Returns: 29.49%

  3. What are the top 5 sectoral holdings of PGIM India Midcap Fund(IDCW)?

    The top sectors PGIM India Midcap Fund(IDCW) has invested in are as follows:
    • Specialized Finance | 9.01%
    • Investment Banking & Brokerage | 8.44%
    • Auto Parts | 5.90%
    • Pharmaceuticals | 5.88%
    • Labs & Life Sciences Services | 5.85%
    This data is as on 11th July 2025.

  4. What are the top 5 holdings of PGIM India Midcap Fund(IDCW)?

    The top 5 holdings for PGIM India Midcap Fund(IDCW) are as follows:
    • Clearing Corporation of India Ltd. | 6.69%
    • Max Healthcare Institute Ltd | 3.87%
    • Solar Industries India Ltd | 3.69%
    • J K Cement Ltd | 2.90%
    • Max Financial Services Ltd | 2.82%
    This data is as on 11th July 2025.

  5. What is the asset allocation of PGIM India Midcap Fund(IDCW)?

    The asset allocation for PGIM India Midcap Fund(IDCW) is as follows:
    • Equity | 93.00%
    • Cash & Equivalents | 6.83%
    • Treasury Bills | 0.17%
    This data is as on 11th July 2025.

  6. What is the AUM of PGIM India Midcap Fund(IDCW)?

    The AUM (i.e. assets under management) of PGIM India Midcap Fund(IDCW) is ₹11640.22 Cr as of 11th July 2025.

  7. What is the expense ratio of PGIM India Midcap Fund(IDCW)?

    The expense ratio of PGIM India Midcap Fund(IDCW) Plan is 0.46 as of 11th July 2025.

  8. What is the alpha ratio of PGIM India Midcap Fund(IDCW)?

    The alpha ratio for the PGIM India Midcap Fund(IDCW) is 6.04

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of PGIM India Midcap Fund(IDCW)?

    The volatility or standard deviation for the PGIM India Midcap Fund(IDCW) is 16.94

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of PGIM India Midcap Fund(IDCW)?

    The Sharpe ratio for the PGIM India Midcap Fund(IDCW) is 0.12

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of PGIM India Midcap Fund(IDCW)?

    The Sortino Ratio for the PGIM India Midcap Fund(IDCW) is 0.01

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of PGIM India Midcap Fund(IDCW)?

    The PE ratio of PGIM India Midcap Fund(IDCW) is 71.67, while category PE ratio is 61.86.