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| NAV: 18 Jul 2025 | ₹75.99 |
| Min. SIP amount | ₹1,000 |
| Rating | 3 |
| 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)
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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
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.7% | 18.6% | 29.6% | 19.0% |
| Category average | 2.0% | 24.8% | 28.5% | NA |
| Rank with in category | 10 | 31 | 15 | NA |
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Peer Comparison
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct Growth | 5 | 6.3% | 33.2% | 33,053.13 |
HDFC Mid Cap Fund Direct Growth | 5 | 7.6% | 31.1% | 84,061.43 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 9.3% | 30.1% | 10,988.16 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 5.9% | 29.4% | 39,065.55 |
Sundaram Mid Cap Fund Direct Growth | 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%.
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Check past data
Fund management
Puneet PalJul 2022 - PresentView details
Puneet Pal
Jul 2022 - Present
View details
Education
Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
Experience
Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
Also manages these schemes
Vinay PahariaApr 2023 - PresentView details
Vinay Paharia
Apr 2023 - Present
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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
Vivek SharmaApr 2024 - PresentView details
Vivek Sharma
Apr 2024 - Present
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Education
Mr. Sharma is a PGDM Finance
Experience
Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Also manages these schemes
Utsav MehtaNov 2023 - PresentView details
Utsav Mehta
Nov 2023 - Present
View details
Education
Mr. Mehta has done B.Com and CFA
Experience
Prior to joining PGIM Mutual Fund, he has worked with Edelweiss Asset Management Ltd and Ambit Capital
Also manages these schemes
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
NAWebsite
www.pgimindiamf.com
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,
Email
[email protected]Website
www.karvymfs.comPros 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%
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PGIM India Midcap Fund Direct Growth
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