January 13, 2026
RA Jainee
PGIM India Midcap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 72.93 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 60.45 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1000 |
| Min. No of Cheques | 5 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 11,266 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.47% |
| 1 Year Return (%) | 2.95 |
| 3 Year Return (%) | 14.32 |
| 5 Year Return (%) | 18.32 |
| 10 Year Return (%) | 16.89 |
| Return Since Launch | 17.81% |
⚖️ Sahifund Review – PGIM India Midcap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Fund Manager:
1) Utsav Mehta
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
2) Vinay Paharia
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 PGIM India Mutual Fund, he was associated with Union Mutual Fund, 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).
Fund Manager:
3) Vivek Sharma
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.
4) Puneet Pal
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.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 5 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of PGIM India Midcap Fund
| Fund House | PGIM India Mutual Fund |
| Launch Date | 02-Dec-13 |
| Return Since Launch | 17.81% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 11,266 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.47% |
| (As on 31-Dec-2025) | |
| Risk Grade | Average |
| Return Grade | low |
| Turnover | 38.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| PGIM India Midcap Dir | -2.00 | -0.59 | -2.03 | -4.25 | -3.15 | 2.95 | 14.32 | 18.32 | 21.73 | 16.89 |
| BSE 150 MidCap TRI | -1.86 | -0.32 | -1.24 | -0.45 | 0.54 | 6.44 | 22.58 | 21.55 | 20.31 | 18.00 |
| Equity: Mid Cap | -1.79 | -0.31 | -1.49 | -0.59 | 0.16 | 5.66 | 22.23 | 20.93 | 19.98 | 17.38 |
| Rank within category | 40 | 51 | 44 | 49 | 44 | 35 | 40 | 20 | 7 | 12 |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 19 |
Peer Comparison of PGIM India Midcap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| PGIM India Midcap Dir | 2 star | 2.95 | 14.32 | 18.32 | 0.47 | 11,266 | 17.81 | 0.50 (90) | 12Y 1M | 38.00 |
| HDFC Mid Cap Dir | 5 star | 10.48 | 25.81 | 24.82 | 0.71 | 92,642 | 20.83 | 1.00 (365) | 13Y | 13.07 |
| Kotak Midcap Dir | 4 star | 4.73 | 22.09 | 22.15 | 0.37 | 60,637 | 20.30 | 1.00 (365) | 13Y | 24.73 |
| Nippon India Growth Mid Cap Dir | 4 star | 8.35 | 25.69 | 23.83 | 0.74 | 42,124 | 18.43 | 1.00 (30) | 13Y | 6.00 |
| Motilal Oswal Midcap Dir | 5 star | -6.35 | 25.92 | 27.65 | 0.74 | 36,880 | 22.60 | 1.00 (365) | 11Y 10M | 124.00 |
Portfolio Analysis of PGIM India Midcap Fund
| No. of Stocks | 81 |
| Top 10 Stocks | 25.02% |
| Top 5 Stocks | 13.56% |
| Top 3 Sectors | 54.18% |
| Portfolio P/B Ratio | 6.67 |
| Portfolio P/E Ratio | 45.46 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 73,028 | 64,434 |
| Giant (%) | 11.40 | 5.32 |
| Large (%) | 40.79 | 39.92 |
| Mid (%) | 46.93 | 56.09 |
| Small (%) | 0.88 | 4.05 |
| Tiny (%) | — | 1.85 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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