PGIM India Mid Cap Fund
Direct · Growth ₹75.54
17 Jun 2026
NAV
18.4%
3Y CAGR
19.1%
5Y CAGR
17.8%
10Y CAGR
18.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.74
Sharpe
-36.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.79 L | 20.5% | -46.0% | 138.1% |
| 3 Years | ₹36.00 L | ₹45.25 L | 18.9% | -19.9% | 62.0% |
| 5 Years | ₹60.00 L | ₹1.06 Cr | 19.6% | -9.0% | 36.2% |
| 7 Years | ₹84.00 L | ₹1.88 Cr | 22.7% | 11.2% | 28.4% |
| 10 Years | ₹1.20 Cr | ₹3.43 Cr | 20.0% | 16.0% | 23.1% |
| 12 Years | ₹1.44 Cr | ₹4.33 Cr | 17.4% | 15.5% | 18.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.5% | 22.1% | 21.9% | -1.6% |
| 3 Years | 18.9% | 17.4% | 20.0% | +1.5% |
| 5 Years | 19.6% | 16.5% | 19.3% | +3.1% |
| 7 Years | 22.7% | 16.7% | 19.1% | +6.0% |
| 10 Years | 20.0% | 16.6% | 19.3% | +3.4% |
| 12 Years | 17.4% | 16.3% | 18.8% | +1.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.1% | 12.1% | -26.0% | 142.2% | 0.49 | 1.97 | 81% | — | — |
| 3 Years | 18.4% | 15.5% | -8.1% | 49.5% | 0.99 | 5.88 | 97% | — | — |
| 5 Years | 19.1% | 20.1% | -2.0% | 36.8% | 1.48 | 13.04 | 99% | — | — |
| 10 Years | 17.8% | 17.5% | 14.5% | 19.9% | 8.74 | — | 100% | — | — |
-36.4%
Max Drawdown
27 mo
Drawdown Duration
5 mo
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
0.51
3Y
0.52
5Y
0.53
7Y
0.49
10Y
0.48
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -4.65 | 0.92 | 85.6% | 89.4% | 1.6% | 6.2% |
| 3 Years | -4.59 | 0.84 | 81.3% | 84.1% | 13.2% | 20.0% |
| 5 Years | -2.25 | 0.86 | 84.9% | 85.9% | 13.8% | 17.7% |
| 7 Years | +2.99 | 0.91 | 89.0% | 85.4% | 22.0% | 20.4% |
| 10 Years | +1.03 | 0.90 | 87.7% | 85.6% | 17.6% | 17.7% |
| 12 Years | +0.38 | 0.92 | 89.5% | 88.2% | 16.3% | 16.8% |
| 15 Years | -0.57 | 0.90 | 87.9% | 87.2% | 14.4% | 15.9% |