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PGIM India Midcap Fund
Fund Overview
| Expense ratio | 0.45% as on Aug 31, 2025 |
| Exit load | 0.5% |
| AUM (Fund size) | ₹11,400 Cr |
| Lock-in Period | Nil |
| Age | 11 yrs 10 m since Nov 11, 2013 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹1000 & Lumpsum: ₹5000 |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| PGIM India Midcap Fund | -0.55% | 10.99% | -2.46% | 14.89% | 25.09% | 17.18% |
| Motilal Oswal Midcap Fund | -2.35% | 7.91% | -6.6% | 26.58% | 33.55% | 18.73% |
| Nippon India Growth Mid Cap Fund | 0.83% | 10.23% | -3.32% | 25.52% | 29.48% | 18.74% |
| HDFC Mid Cap Fund | 0.39% | 10.18% | -1.42% | 26.25% | 29.41% | 18.72% |
| Kotak Midcap Fund | 0.36% | 14.19% | -0.72% | 22.91% | 28.25% | 19.41% |
| Edelweiss Mid Cap Fund | 0.16% | 10.48% | -1.75% | 25.74% | 30.16% | 19.3% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| PGIM India Midcap Fund | 13.73 | 0.80 | 0.58 | 0.80 |
| Motilal Oswal Midcap Fund | 17.42 | 0.89 | 1.18 | 1.43 |
| Nippon India Growth Mid Cap Fund | 15.51 | 0.96 | 1.09 | 1.63 |
| HDFC Mid Cap Fund | 13.85 | 0.85 | 1.26 | 1.83 |
| Kotak Midcap Fund | 15.12 | 0.89 | 0.97 | 1.23 |
| Edelweiss Mid Cap Fund | 15.60 | 0.94 | 1.10 | 1.47 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| PGIM India Midcap Fund | 11,400 Cr | 11 yrs 10 m | 0.45% |
| Motilal Oswal Midcap Fund | 34,780 Cr | 11 yrs 7 m | 0.69% |
| Nippon India Growth Mid Cap Fund | 38,386 Cr | 12 yrs 8 m | 0.71% |
| HDFC Mid Cap Fund | 83,105 Cr | 12 yrs 8 m | 0.71% |
| Kotak Midcap Fund | 56,988 Cr | 12 yrs 8 m | 0.37% |
| Edelweiss Mid Cap Fund | 11,297 Cr | 12 yrs 8 m | 0.38% |