PGIM India Midcap Fund - Direct Plan has delivered 74.56% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #14 in its category based on 5-year returns.
The largest portfolio holding is THE FEDERAL BANK LTD with a portfolio weight of 2.81% .
The fund currently owns more than 113 stocks.
The top 10 holdings account for 22.03% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.71% | 1.15% |
| 2 Year Return | 36.72% | 14.53% |
| 3 Year Return | 56.21% | 40.78% |
| 4 Year Return | 205.40% | 68.09% |
| 5 Year Return | 296.00% | 82.60% |
| 6 Year Return | 274.53% | 138.43% |
| 7 Year Return | 413.16% | 178.44% |
| Expense Ratio | 0.48% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
2.81%
|
|
| 2 | Telecom Services |
2.47%
|
|
| 3 | Consumer Discretionary |
2.47%
|
|
| 4 | Financials |
2.34%
|
|
| 5 | Pharmaceuticals |
2.31%
|
|
| 6 | Real Estate |
2.16%
|
|
| 7 | Financials |
2.08%
|
|
| 8 | Financials |
1.82%
|
|
| 9 | E-Commerce/E-Retail |
1.80%
|
|
| 10 | Materials |
1.77%
|
|
| 11 |
1.75%
|
||
| 12 | Consumer Discretionary |
1.73%
|
PGIM India Midcap Fund - Direct Plan is managed by PGIMINDIA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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