PGIM India Midcap Fund - Direct Plan - Growth Option
PGIM India Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
10,741 cr
TER direct / regular
0.77% / 1.95%
Active return /yr (full)
-2.9%
Score
36
Rank (Score, pool)
#33 of 38
Percentile (full, pool)
14
IR vs benchmark
-0.43
CAGR (absolute)
16.8%
Max drawdown
-29.0%
Months of data
152
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
13.4%
13.2%
1.65
91
6.4%
24.4%
37.8%
12
FY23
-2.3%
-1.3%
-0.51
32
4.8%
2.4%
0.1%
12
FY24
-26.1%
-20.1%
-2.69
2
7.1%
56.9%
30.7%
12
FY25
1.6%
-2.1%
0.24
28
5.6%
7.8%
9.3%
12
FY26
-4.5%
-4.5%
-0.87
24
5.4%
1.9%
-2.6%
12
FY27*
0.1%
-1.5%
-0.06
42
4.2%
20.8%
20.8%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
+0.8
+0.8
+0.8
-0.8
-1.2
+0.1
+3.5
-0.6
-1.4
+2.2
+4.2
2020
+1.7
+4.4
+2.4
+1.6
+1.7
-1.3
+6.0
-3.1
+4.4
+0.2
-1.6
+1.3
+18.9
2021
+1.8
-0.2
-0.2
+3.0
+0.3
+0.4
+4.6
+1.4
-2.0
+1.7
-0.4
+2.6
+13.7
2022
-0.4
+0.2
-0.8
-2.8
+2.1
+1.6
+0.3
-1.2
+0.8
-0.9
-1.3
-1.3
-3.8
2023
+0.2
+0.8
-0.7
-3.2
+0.4
-2.5
-2.9
-2.5
-3.0
+1.3
-1.8
-3.0
-15.8
2024
-4.4
+1.7
+0.8
-2.4
-1.3
+2.3
-2.2
+1.4
+1.2
+0.0
+0.9
+0.7
-1.5
2025
-1.2
+2.2
-0.3
-1.0
-1.6
+1.8
+1.2
+2.0
-2.2
-2.3
-1.9
-1.3
-4.6
2026
-0.3
+0.3
+0.5
-1.6
-0.9
+1.2
+0.2
+1.0
+0.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2014
-1.1
+1.0
+3.9
+1.1
+10.7
+7.5
-1.9
+4.2
+3.8
+3.1
+4.6
+0.4
+43.5
2015
+5.7
+2.4
+0.2
-3.0
+2.0
-0.3
+7.1
-4.9
-2.1
+1.0
+0.8
-0.3
+8.3
2016
-7.5
-10.0
+9.6
+2.7
+1.8
+2.9
+6.6
+2.7
+2.6
+0.2
-7.1
-3.0
-0.6
2017
+6.1
+6.3
+5.3
+3.6
-0.6
+0.5
+1.8
-2.3
-0.1
+5.8
+2.5
+4.7
+38.7
2018
-3.6
-1.4
-4.0
+8.6
-3.4
-3.6
+1.8
+2.8
-12.8
-0.6
+1.7
+0.5
-14.6
2019
-3.2
-1.2
+9.2
-2.4
+3.2
-2.3
-9.9
-0.9
+7.0
+4.2
+0.6
+2.2
+5.1
2020
+7.0
-1.3
-25.2
+16.1
-0.1
+10.0
+10.4
+5.4
+6.2
+0.4
+13.2
+6.7
+51.1
2021
+2.0
+11.6
+1.7
+4.6
+6.7
+5.2
+7.8
+3.6
+3.9
+2.0
-1.7
+5.4
+66.9
2022
-1.5
-6.5
+3.9
-2.2
-3.1
-3.7
+11.9
+4.9
-0.9
+0.9
+0.6
-3.0
-0.1
2023
-2.3
-0.8
-1.2
+2.0
+6.1
+3.8
+2.7
+1.4
+0.0
-2.5
+7.9
+3.9
+22.5
2024
+0.4
+1.5
+0.4
+3.9
+0.9
+10.2
+2.8
+1.7
+2.9
-6.4
+1.1
+1.8
+22.5
2025
-7.3
-8.3
+7.3
+2.9
+4.7
+5.9
-1.5
-0.7
-0.8
+2.5
-0.3
-1.9
+1.3
2026
-3.8
+2.1
-10.6
+11.6
+1.7
+2.2
+1.9
+2.2
+6.1
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard