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PGIM India Midcap Fund - Direct Plan - Growth Option

PGIM India · Scheme 125307

78.18 0.31%NAV · 2026-08-05
52
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
13.2%
Risk level
High
Min SIP
Benchmark
Nifty Midcap 150 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+2.52%
3 Months+6.31%
6 Months+7.15%
1 Year+3.70%
3 Years (CAGR)+13.20%
5 Years (CAGR)+12.59%
10 Years (CAGR)+17.05%
Since Launch+17.62%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns38
Consistency47
Risk-adjusted49
Downside protection56
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +13.2%
  • 10Y CAGR: +17.1%
  • Positive 3Y windows: 97% of rolling 3Y windows positive
  • Alpha vs benchmark: +4.2%
  • Downside capture: 84% of benchmark falls

What to watch

  • 3Y CAGR vs category: -6.6% vs category avg
  • 5Y CAGR vs category: -4.4% vs category avg
  • Beat category: beat category in 36% of windows
  • Sharpe ratio: 0.69

Risk metrics

Sharpe ratio
0.69
Sortino ratio
0.81
Volatility
16.70%
Max drawdown
-36.43%
Downside capture
84.00%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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