PGIM India Midcap Fund - Direct Plan - Direct Growth
code 125307 Mid Cap Fund direct plan · growth NAVs 2013-12-05 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2013-12-05, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 4.81% | -5.24% | -7.02% | 1.78% | 2026-10-09 → 2026-11-09 |
| 3M | -0.84% | -0.80% | -3.44% | 2.64% | 2026-08-07 → 2026-11-09 |
| 6M | 3.06% | 11.74% | 9.90% | 1.84% | 2026-05-08 → 2026-11-09 |
| 1Y | 3.19% | 0.40% | 4.81% | -4.41% | 2025-11-07 → 2026-11-09 |
| 3Y | 11.79% | 10.82% | 13.65% | -2.84% | 2023-11-09 → 2026-11-09 |
| 5Y | 9.25% | 10.04% | 14.85% | -4.81% | 2021-11-09 → 2026-11-09 |
| 7Y | 22.45% | 22.15% | 21.16% | 0.99% | 2019-11-08 → 2026-11-09 |
| 10Y | 16.62% | 15.95% | 16.76% | -0.81% | 2016-11-09 → 2026-11-09 |
| since inception | 17.14% | 16.97% | 19.55% | -2.58% | 2013-12-05 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 43.52% | 8.34% | -0.64% | 38.67% | -14.59% | 5.08% | 51.13% | 66.92% | -0.10% | 22.47% | 22.48% | 1.27% |
| benchmark | 62.67% | 9.70% | 6.53% | 55.73% | -12.62% | 0.62% | 25.56% | 48.16% | 3.91% | 44.61% | 24.46% | 5.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,908 | 19.63% | 11.68% | -25.87% | 142.20% | 81% | 37% |
| 3 years | 2,418 | 18.25% | 15.28% | -8.04% | 49.54% | 97% | 35% |
| 5 years | 1,924 | 18.81% | 19.77% | -2.00% | 36.74% | 99% | 55% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 10.86% | 9.03% | 15.42% |
| volatility | 16.61% | 15.46% | 19.07% |
| max drawdown | -19.13% | -19.50% | -36.43% |
| downside deviation | 11.28% | 10.07% | 12.82% |
| Sharpe ratio | 0.35 | 0.27 | 0.57 |
| Sortino ratio | 0.51 | 0.41 | 0.85 |
| Calmar ratio | 0.57 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Category: Mid Cap Fund
Overall ★★☆☆☆ (3y ★★☆☆☆ · 5y ★☆☆☆☆ · 10y ★★★☆☆) · as of 2026-10 · 154 months of history
| percentile rank (1 = best) | 3 years of 29 funds | 5 years of 22 funds | 10 years of 17 funds |
|---|---|---|---|
| return | 86th | 100th | 57th |
| volatility | 15th | 15th | 69th |
| Sharpe | 86th | 100th | 50th |
| Sortino | 86th | 100th | 38th |
| worst fall | 15th | 10th | 50th |
| risk-adjusted return (MRAR) | 86th | 100th | 44th |
Ratings: Morningstar method. Differences: risk-free rate: RBI 91-day T-bill (Morningstar uses FBIL MIBOR Overnight for rupee funds); peer groups: SEBI-category groups (D13), not Morningstar Categories; no analyst rating suspensions.