PGIM India Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
18.55%
3Y annualised
-0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jul 2025₹75.99
Min. SIP amount₹1,000
Rating3
Fund size₹11,640.22Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (73)

NameSectorInstrumentAssets
HealthcareEquity3.87%
ChemicalsEquity3.69%
ConstructionEquity2.90%
FinancialEquity2.82%
TechnologyEquity2.70%
FinancialEquity2.57%
AutomobileEquity2.31%
HealthcareEquity2.28%
FinancialEquity2.19%
ServicesEquity2.16%
CommunicationEquity2.16%
ConstructionEquity2.10%
Capital GoodsEquity2.07%
InsuranceEquity1.97%
ChemicalsEquity1.88%
HealthcareEquity1.84%
Consumer StaplesEquity1.60%
ServicesEquity1.59%
AutomobileEquity1.58%
ServicesEquity1.57%
ServicesEquity1.56%
ServicesEquity1.55%
TextilesEquity1.55%
DiversifiedEquity1.47%
FinancialEquity1.47%
Consumer DiscretionaryEquity1.36%
ChemicalsEquity1.33%
AutomobileEquity1.29%
TechnologyEquity1.29%
ChemicalsEquity1.26%
ServicesEquity1.23%
Capital GoodsEquity1.18%
FinancialEquity1.14%
EnergyEquity1.06%
Capital GoodsEquity1.05%
HealthcareEquity1.05%
Capital GoodsEquity1.05%
ServicesEquity1.04%
ServicesEquity1.02%
FinancialEquity1.00%
FinancialEquity0.99%
ServicesEquity0.96%
HealthcareEquity0.95%
HealthcareEquity0.94%
Capital GoodsEquity0.93%
HealthcareEquity0.93%
ServicesEquity0.90%
Capital GoodsEquity0.89%
TechnologyEquity0.87%
HealthcareEquity0.83%
AutomobileEquity0.83%
Metals & MiningEquity0.79%
ServicesEquity0.78%
AutomobileEquity0.78%
ServicesEquity0.76%
FinancialEquity0.75%
ChemicalsEquity0.72%
ServicesEquity0.68%
Capital GoodsEquity0.63%
Consumer StaplesEquity0.62%
ChemicalsEquity0.61%
ServicesEquity0.60%
ConstructionEquity0.59%
Capital GoodsEquity0.55%
ConstructionEquity0.55%
FinancialEquity0.54%
Consumer DiscretionaryEquity0.50%
Consumer StaplesEquity0.48%
AutomobileEquity0.47%
Capital GoodsEquity0.43%
FinancialEquity0.20%
ChemicalsEquity0.17%
Reserve Bank of India
FinancialT-Bills0.17%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.7%18.6%29.6%19.0%
Category average2.0%24.8%28.5%NA
Rank with in category103115NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
6.3%33.2%33,053.13
5
7.6%31.1%84,061.43
5
9.3%30.1%10,988.16
4
5.9%29.4%39,065.55
4
7.1%28.2%12,818.10

Expense ratio, exit load and tax

Expense ratio: 0.44%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Vinay Paharia
Apr 2023 - Present
View details

Education
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience
Prior to joining Union Mutual Fund he was associated with Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
Also manages these schemes

Utsav Mehta
Nov 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Phone
+91 22 6159 5441 / 42
Launch Date
13 May 2010
E-mail
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Mid Cap

Pros

1Y, 5Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.44%

Cons

3Y annualised returns lower than category average by 6.23%

Compare funds

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