Pgim India Midcap Fund Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.09%
Fund NAV

Fund Overview of Pgim India Midcap Fund Regular-growth

  • ₹11,468.1 Cr
    AUM
  • ₹65.71
    NAV
  • 1.69%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Oct 24, 2025

Returns of Pgim India Midcap Fund Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.09% NA 4.37%
6 Months 17.59% NA 15.67%
1 Year 0.29% 0.29% -0.50%
2 Years 35.33% 16.33% 23.18%
3 Years 45.55% 13.33% 22.72%
5 Years 187.43% 23.51% 26.92%
7 Years 288.55% 21.40% NA
10 Years 317.59% 15.37% 16.72%
View More
As on Fri Oct 24, 2025

Asset Allocation

equities

94.53%

debt instruments

5.69%
Large Cap: 22.88%
Mid Cap: 70.39%
Small Cap: 6.73%
Other: 0.00%
Top Holdings
Others Cblo
4.98%
Max Healthcare Institute Ltd
3.83%
Max Healthcare Institute Ltd
3.47%
Others Cblo
3.42%
Jk Cement Ltd
3.18%
 
Top Sectors
Industrials
37.69%
Financial
35.96%
Consumer Discretionary
28.29%
Healthcare
25.99%
Materials
25.26%
Detailed Portfolio Analysis
As on Fri Oct 24, 2025
Invest Now

About Fund

About Pgim India Midcap Fund Regular-growth

Pgim India Midcap Fund Regular-growth is one Equity mutual fund offered by PGIM India Mutual Fund. Launched on 02 Dec 2013, the fund aims Capital appreciation over the long term. To achieve long-term capital appreciation by predominantly investing in equity & equity relatedinstruments of mid cap companies. It manages assets worth ₹11,468.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.69%.
The portfolio allocation consists of 94.53% in equities, 5.69% in debt instruments. Managed by Puneet Pal, it has delivered a return of 0.29% in the last year, a total return since inception of 17.18%.

Read more
  • Vivek Sharma

    Fund Manager

  • Mr. Sharma is a PGDM Finance

    Manager Education

  • Utsav Mehta

    Fund Manager

  • Mr. Mehta has done B.Com and CFA

    Manager Education

  • Vinay Paharia

    Fund Manager

  • Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.

    Manager Education

  • Puneet Pal

    Fund Manager

  • Mr. Pal is a B.Com (H) and MBA from SIBM Pune.

    Manager Education

Key Metrics of Pgim India Midcap Fund Regular-growth

  • Standard Deviation
    13.72%
  • Sharpe Ratio
    0.48%
  • Alpha
    -4.87%
  • Beta
    0.80%

Fund Details

Fund Names Pgim India Midcap Fund Regular-growth
Inception Date 02 Dec 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹ 1000
SWP Minimum Investment amount ₹ 1000
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 1.19% -0.34% 1.35% 21.00% 25.19%
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 1.12% -0.56% 0.52% 19.98% 24.10%
Taurus Mid Cap Fund Direct - Growth trend ₹130 1.54% -0.11% 2.55% 18.80% 21.38%
Taurus Mid Cap Fund Direct - Growth trend ₹130 1.54% -0.11% 2.55% 18.80% 21.38%
Taurus Mid Cap Fund Regular - Growth trend ₹130 1.51% -0.23% 2.11% 18.35% 20.93%
Taurus Mid Cap Fund Regular - Growth trend ₹130 1.51% -0.23% 2.11% 18.35% 20.93%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from PGIM India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Pgim India Midcap Fund Direct-growth increase ₹11,468 0.04% 0.20% 9.21% 5.94% 15.66%
Pgim India Midcap Fund Regular-idcw increase ₹11,468 -0.08% -0.12% 8.52% 4.62% 14.16%
Pgim India Midcap Fund Direct-idcw increase ₹11,468 0.04% 0.20% 9.21% 5.94% 15.66%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Mid Cap Fund Regular-growth trend ₹6,106 ₹796.57 19.98% 24.10% 13.62%
Aditya Birla Sun Life Mid Cap Direct Fund-growth trend ₹6,106 ₹889.35 21.00% 25.19% 14.63%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Direct-growth trend ₹379 ₹24.70 23.70% - -
Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-growth trend ₹379 ₹24.01 22.96% - -
Taurus Mid Cap Fund Direct - Growth trend ₹130 ₹131.00 18.80% 21.38% 15.34%
Taurus Mid Cap Fund Regular - Growth trend ₹130 ₹123.96 18.35% 20.93% 14.86%
Taurus Mid Cap Fund Direct - Growth trend ₹130 ₹131.00 18.80% 21.38% 15.34%
Taurus Mid Cap Fund Regular - Growth trend ₹130 ₹123.96 18.35% 20.93% 14.86%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Others CbloUnspecified4.98%₹563.84 Cr
Max Healthcare Institute LtdHealthcare3.83%₹439.35 Cr
Max Healthcare Institute LtdHealthcare3.47%₹393.05 Cr
Others CbloUnspecified3.42%₹392.25 Cr
Jk Cement LtdMaterials3.18%₹364.98 Cr
Solar Industries India LtdMaterials3.03%₹347.53 Cr
Jk Cement LtdMaterials3.05%₹345.31 Cr
Muthoot Finance LtdFinancial2.93%₹332.24 Cr
Hdfc Asset Management Company LtdFinancial2.84%₹326.06 Cr
Solar Industries India LtdMaterials2.88%₹325.68 Cr
Hdfc Asset Management Company LtdFinancial2.82%₹319.28 Cr
Uno Minda LtdConsumer Discretionary2.79%₹316.04 Cr
Bharti Hexacom Ltd.Technology2.75%₹314.93 Cr
Max Financial Services LtdFinancial2.77%₹314.04 Cr
Vishal Mega Mart Ltd.Consumer Staples2.70%₹306.17 Cr
Max Financial Services LtdFinancial2.61%₹299.19 Cr
Zomato LtdTechnology2.62%₹296.60 Cr
Vishal Mega Mart Ltd.Consumer Staples2.50%₹286.72 Cr
Bharti Hexacom Ltd.Technology2.50%₹282.91 Cr
Muthoot Finance LtdFinancial2.46%₹282.05 Cr
Zomato LtdTechnology2.45%₹280.47 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.37%₹271.29 Cr
Persistent Systems LtdTechnology2.34%₹268.33 Cr
Dixon Technologies (india) LtdConsumer Discretionary2.32%₹262.93 Cr
Abbott India LtdHealthcare2.23%₹255.63 Cr
Uno Minda LtdConsumer Discretionary2.21%₹253.40 Cr
Prestige Estates Projects LtdReal Estate2.09%₹240.22 Cr
Mankind Pharma Ltd.Healthcare2.07%₹236.96 Cr
Coromandel International LtdMaterials2.05%₹234.84 Cr
Mankind Pharma Ltd.Healthcare1.98%₹224.82 Cr
Persistent Systems LtdTechnology1.98%₹224.71 Cr
Prestige Estates Projects LtdReal Estate1.97%₹223.03 Cr
Abbott India LtdHealthcare1.92%₹217.62 Cr
Icici Lombard General Insurance Company LtdFinancial1.89%₹216.60 Cr
Tvs Motor Company LtdConsumer Discretionary1.91%₹216.48 Cr
Icici Lombard General Insurance Company LtdFinancial1.88%₹212.41 Cr
Varun Beverages LtdConsumer Staples1.85%₹212.12 Cr
Coromandel International LtdMaterials1.73%₹196.18 Cr
Bajaj Finance LtdFinancial1.61%₹182.30 Cr
Blue Star LtdIndustrials1.60%₹181.46 Cr
Varun Beverages LtdConsumer Staples1.59%₹180.09 Cr
Interglobe Aviation LtdIndustrials1.57%₹179.80 Cr
Page Industries LtdConsumer Discretionary1.55%₹178.05 Cr
Tvs Motor Company LtdConsumer Discretionary1.54%₹176.38 Cr
Srf LtdMaterials1.52%₹173.78 Cr
Container Corporation Of India LtdIndustrials1.51%₹173.39 Cr
Interglobe Aviation LtdIndustrials1.50%₹170.19 Cr
Blue Star LtdIndustrials1.46%₹167.67 Cr
Global Health LtdHealthcare1.48%₹167.14 Cr
Global Health LtdHealthcare1.45%₹166.78 Cr
Srf LtdMaterials1.42%₹161.37 Cr
Bajaj Finance LtdFinancial1.40%₹160.82 Cr
Cummins India LtdIndustrials1.40%₹158.21 Cr
Multi Commodity Exchange Of India LtdFinancial1.38%₹156.82 Cr
Multi Commodity Exchange Of India LtdFinancial1.35%₹154.75 Cr
Supreme Industries LtdMaterials1.33%₹152.36 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.31%₹149.85 Cr
Tube Investments Of India LtdConsumer Discretionary1.32%₹149.56 Cr
Supreme Industries LtdMaterials1.32%₹149.27 Cr
Cummins India LtdIndustrials1.25%₹143.26 Cr
Pb Fintech LtdFinancial1.25%₹142.82 Cr
Tube Investments Of India LtdConsumer Discretionary1.20%₹137.19 Cr
Astral LtdIndustrials1.19%₹136.84 Cr
Icici Bank LtdFinancial1.19%₹136.29 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.19%₹134.66 Cr
Pb Fintech LtdFinancial1.18%₹134.14 Cr
Astral LtdIndustrials1.18%₹133.45 Cr
Cg Power & Industrial Solutions LtdIndustrials1.17%₹132.72 Cr
Page Industries LtdConsumer Discretionary1.16%₹131.64 Cr
Icici Bank LtdFinancial1.09%₹124.02 Cr
Dr. Lal Pathlabs LtdHealthcare1.07%₹122.51 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.06%₹121.47 Cr
Dr. Lal Pathlabs LtdHealthcare1.07%₹121.23 Cr
Jsw Infrastructure LtdIndustrials1.05%₹118.96 Cr
Cg Power & Industrial Solutions LtdIndustrials1.03%₹118.52 Cr
Hexaware Technologies Limited Eq New Fv Rs.2/-Technology1.04%₹117.37 Cr
Ajanta Pharma LtdHealthcare1.02%₹116.85 Cr
Timken India LtdIndustrials1.01%₹115.81 Cr
Kei Industries LtdIndustrials1.02%₹115.68 Cr
Polycab India LtdIndustrials1.02%₹115.08 Cr
Jsw Infrastructure LtdIndustrials1.00%₹115.00 Cr
Jubilant Foodworks LtdConsumer Discretionary0.99%₹113.35 Cr
Container Corporation Of India LtdIndustrials0.99%₹111.71 Cr
Torrent Power LtdEnergy & Utilities0.96%₹110.55 Cr
Kei Industries LtdIndustrials0.95%₹109.47 Cr
Itc Hotels LtdConsumer Discretionary0.95%₹108.71 Cr
Polycab India LtdIndustrials0.94%₹107.74 Cr
Itc Hotels LtdConsumer Discretionary0.95%₹107.21 Cr
Jubilant Foodworks LtdConsumer Discretionary0.94%₹106.76 Cr
Timken India LtdIndustrials0.93%₹105.03 Cr
Torrent Power LtdEnergy & Utilities0.91%₹102.86 Cr
Sumitomo Chemical India LtdMaterials0.89%₹102.38 Cr
Ajanta Pharma LtdHealthcare0.90%₹102.19 Cr
Escorts Kubota LtdIndustrials0.88%₹100.21 Cr
Kaynes Technology India LtdTechnology0.88%₹99.61 Cr
Sagility India Ltd.Industrials0.87%₹99.53 Cr
Cholamandalam Financial Holdings LtdFinancial0.86%₹99.19 Cr
Cholamandalam Financial Holdings LtdFinancial0.87%₹99.05 Cr
Ge T&d India LtdIndustrials0.87%₹98.89 Cr
Kpit Technologies LtdTechnology0.86%₹98.24 Cr
Escorts Kubota LtdIndustrials0.85%₹97.67 Cr
Dr. Reddy's Laboratories LtdHealthcare0.83%₹95.27 Cr
Crisil LtdIndustrials0.80%₹92.28 Cr
Dr. Reddy's Laboratories LtdHealthcare0.81%₹91.78 Cr
Ge T&d India LtdIndustrials0.79%₹91.09 Cr
Trent LtdConsumer Discretionary0.78%₹89.73 Cr
Apl Apollo Tubes LtdIndustrials0.79%₹89.10 Cr
Kpit Technologies LtdTechnology0.78%₹87.93 Cr
Kaynes Technology India LtdTechnology0.76%₹87.18 Cr
Karur Vysya Bank LtdFinancial0.75%₹86.50 Cr
Aditya Birla Capital LtdFinancial0.75%₹85.12 Cr
Apl Apollo Tubes LtdIndustrials0.74%₹84.61 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.74%₹84.55 Cr
Sumitomo Chemical India LtdMaterials0.74%₹84.16 Cr
Karur Vysya Bank LtdFinancial0.73%₹83.05 Cr
Crisil LtdIndustrials0.68%₹77.18 Cr
Schaeffler India LtdIndustrials0.67%₹75.90 Cr
Bharat Rasayan LtdMaterials0.62%₹70.78 Cr
Anthem Biosciences Ltd.Healthcare0.62%₹69.98 Cr
Anthem Biosciences Ltd.Healthcare0.61%₹69.79 Cr
Triveni Turbine LtdIndustrials0.59%₹67.54 Cr
Metro Brands LtdConsumer Discretionary0.59%₹67.45 Cr
Info Edge (india) LtdTechnology0.57%₹64.97 Cr
Suzlon Energy LtdIndustrials0.57%₹64.37 Cr
Phoenix Mills LtdReal Estate0.56%₹63.60 Cr
Bharat Rasayan LtdMaterials0.56%₹63.20 Cr
Radico Khaitan LtdConsumer Staples0.55%₹61.80 Cr
Bharat Electronics LtdIndustrials0.54%₹61.08 Cr
Phoenix Mills LtdReal Estate0.53%₹60.68 Cr
Hitachi Energy India LtdIndustrials0.52%₹59.78 Cr
Voltas LtdIndustrials0.53%₹59.67 Cr
Schaeffler India LtdIndustrials0.52%₹59.16 Cr
Voltas LtdIndustrials0.51%₹58.54 Cr
Radico Khaitan LtdConsumer Staples0.51%₹58.52 Cr
Triveni Turbine LtdIndustrials0.52%₹58.49 Cr
Pi Industries LtdMaterials0.51%₹58.48 Cr
Bharat Electronics LtdIndustrials0.51%₹57.92 Cr
Iifl Wealth Management LtdFinancial0.49%₹55.89 Cr
Endurance Technologies LtdConsumer Discretionary0.48%₹54.74 Cr
Iifl Wealth Management LtdFinancial0.48%₹54.36 Cr
Sagility India Ltd.Industrials0.48%₹54.22 Cr
Hitachi Energy India LtdIndustrials0.47%₹53.55 Cr
Trent LtdConsumer Discretionary0.45%₹51.14 Cr
Endurance Technologies LtdConsumer Discretionary0.44%₹50.88 Cr
Dhfl Pramerica Insta Cash Plus Direct Plan-growthUnspecified0.45%₹50.61 Cr
Dhfl Pramerica Insta Cash Plus Direct Plan-growthUnspecified0.44%₹50.12 Cr
Pi Industries LtdMaterials0.43%₹48.33 Cr
Sai Life Sciences Ltd.Healthcare0.35%₹40.03 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.34%₹38.73 Cr
Affle (india) LtdIndustrials0.22%₹24.93 Cr
Aster Dm Healthcare LtdHealthcare0.18%₹20.11 Cr
Government Of India 35120 364 Days Tbill 30ot25 Fv Rs 100Financial0.18%₹19.91 Cr
Government Of India 35120 364 Days Tbill 30ot25 Fv Rs 100Financial0.17%₹19.74 Cr
United Spirits LtdConsumer Staples0.13%₹14.67 Cr
Dr. Agarwal’s Health Care Ltd.Healthcare0.10%₹11.10 Cr
Shriram Transport Finance Company LtdFinancial0.03%₹2.99 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹2.53 Cr
Net PayablesUnspecified-0.03%₹-0.94 Cr
Net PayablesUnspecified-0.14%₹-16.55 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Aditya Birla Sun Life Mid Cap Direct Fund-growth increase ₹889.35 21.00% 25.19% -
Aditya Birla Sun Life Mid Cap Fund Regular-growth increase ₹796.57 19.98% 24.10% -
Taurus Mid Cap Fund Direct - Growth increase ₹131.00 18.80% 21.38% -
Taurus Mid Cap Fund Direct - Growth increase ₹131.00 18.80% 21.38% -
Taurus Mid Cap Fund Regular - Growth increase ₹123.96 18.35% 20.93% -
Taurus Mid Cap Fund Regular - Growth increase ₹123.96 18.35% 20.93% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Pgim India Midcap Fund Regular-growth

What is the current AUM of Pgim India Midcap Fund Regular-growth?

As of Thu Jul 31, 2025, Pgim India Midcap Fund Regular-growth manages assets worth ₹11,468.1 crore

How has Pgim India Midcap Fund Regular-growth performed recently?

  • 3 Months: 0.09%
  • 6 Months: 17.59%

What is the long-term performance of Pgim India Midcap Fund Regular-growth?

  • 3 Years CAGR: 13.33%
  • 5 Years CAGR: 23.51%
  • Since Inception: 17.18%

What is the portfolio composition of Pgim India Midcap Fund Regular-growth?

Equity: 94.53%, Debt: 5.69%, Others: -0.22%.

Who manages Pgim India Midcap Fund Regular-growth?

Pgim India Midcap Fund Regular-growth is managed by Puneet Pal from PGIM India Mutual Fund.

What is the market-cap allocation of Pgim India Midcap Fund Regular-growth?

Large Cap: 22.88%, Mid Cap: 70.39%, Small Cap: 6.73%.

Which are the top companies Pgim India Midcap Fund Regular-growth has invested in?

  • Others CBLO – 4.98% of the fund's portfolio
  • Max Healthcare Institute Ltd – 3.83% of the fund's portfolio
  • Max Healthcare Institute Ltd – 3.47% of the fund's portfolio
  • Others CBLO – 3.42% of the fund's portfolio
  • JK Cement Ltd – 3.18% of the fund's portfolio

Which are the major sectors Pgim India Midcap Fund Regular-growth focuses on?

  • Industrials – 37.69% of the fund's portfolio
  • Financial – 35.96% of the fund's portfolio
  • Consumer Discretionary – 28.29% of the fund's portfolio
  • Healthcare – 25.99% of the fund's portfolio
  • Materials – 25.26% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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