Can I invest in SIP and Lumpsum in PGIM India Midcap Fund - Dir (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in PGIM India Midcap Fund - Dir (G). Minimum lumpsum investment PGIM India Midcap Fund - Dir (G) is ₹5,000 and minimum SIP amount is ₹1,000 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of PGIM India Midcap Fund - Dir (G) Direct Growth?

The latest NAV ( Net Asset Value ) of PGIM India Midcap Fund - Dir (G) is PGIM India Midcap Fund - Dir (G) is ₹76.56 as on 2025-06-30.

Which are the biggest stock holdings of PGIM India Midcap Fund - Dir (G)?

The 5 biggest stock holdings of PGIM India Midcap Fund - Dir (G) are: Solar Industries (4.50%), Max Healthcare (3.59%), Dixon Technolog. (3.08%), J K Cements (2.73%), Persistent Sys (2.65%)

What are the top sectors PGIM India Midcap Fund - Dir (G) invests in?

A majority of PGIM India Midcap Fund - Dir (G) 's AUM worth ₹11,051.86 (Cr) is invested in these 3 top sectors: Consumer Durables : 8.00% Healthcare Services : 7.51% Finance : 7.34%

Mutual Funds
AMC
PGIM India Midcap Fund - Dir (G)

PGIM India Midcap Fund - Dir (G)

Mid Cap Fund

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NAV
76.56(0.43%)
Fund Size (CR)
₹11,051.86
Expense Ratio
0.46
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
19.18%

Absolute Return: 14.17%

Annualized Return: 0%

Basic Details

Scheme Manager

Vinay Paharia

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	20 June 2025	10274.97	2.75%	-	2.57%	35/123
1 Month	27 May 2025	10537.74	5.38%	-	4.50%	30/123
3 Month	27 March 2025	11301.70	13.02%	-	12.96%	60/123
6 Month	27 December 2024	10394.06	3.94%	-	1.88%	17/119
1 Year	27 June 2024	10802.04	8.02%	8.02%	6.10%	38/119
3 Year	27 June 2022	17814.91	78.15%	21.20%	27.72%	99/103
5 Year	26 June 2020	38793.89	287.94%	31.11%	29.65%	34/99
Since Inception	2 December 2013	76230.00	662.30%	19.18%	20.43%	72/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 July 2024	1,20,000	129643.31	8.04%	8.04%
3 Year	1 July 2022	3,60,000	476754.62	32.43%	9.82%
5 Year	1 July 2020	6,00,000	1012765.19	68.79%	11.04%
10 Year	1 July 2015	12,00,000	3595695.82	199.64%	11.60%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.36%

Standard Deviation

0.83%

Beta

0.75%

Sharpe Ratio

0.03%

Treynor's Ratio

-4.57%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Solar Industries	4.50%	308971	497.57	Equity	Aerospace & Defence
Max Healthcare	3.59%	3526055	396.75	Equity	Healthcare
Dixon Technolog.	3.08%	231469	340.07	Equity	Consumer Durables
J K Cements	2.73%	548106	301.32	Equity	Cement
Persistent Sys	2.65%	519968	293.16	Equity	IT - Software
Max Financial	2.61%	1922769	288.93	Equity	Finance
HDFC AMC	2.30%	532100	254.50	Equity	Finance
Uno Minda	2.22%	2433285	244.95	Equity	Auto Ancillaries
Indian Hotels Co	2.06%	2956582	227.61	Equity	Hotels & Restaurants
Mankind Pharma	2.06%	923014	227.77	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

List of Schemes under PGIM India Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
PGIM India Large Cap Fund	Equity	Very High	6.84%	3	₹599.76
PGIM India Gilt Fund	Debt	Moderate	8.68%	4	₹115.57
PGIM India Global Equity Opportunities Fund of Fund	Other	Very High	4.84%	0	₹1,384.16
PGIM India Emerging Markets Equity Fund of Fund	Other	Very High	14.85%	0	₹156.65
PGIM India Liquid Fund	Debt	Moderately Low	7.31%	4	₹400.29
PGIM India Aggressive Hybrid Equity Fund	Hybrid	Very High	9.16%	2	₹214.21
PGIM India Corporate Bond Fund	Debt	Moderately Low	9.82%	4	₹91.13
PGIM India Equity Savings Fund	Hybrid	Moderately Low	7.34%	3	₹71.81
PGIM India Ultra Short Duration Fund	Debt	Moderately Low	7.75%	4	₹194.21
PGIM India Dynamic Bond Fund	Debt	Moderately Low	9.38%	4	₹117.75
PGIM India Midcap Fund	Equity	Very High	8.02%	3	₹11,051.86
PGIM India Arbitrage Fund	Hybrid	Low	7.55%	2	₹125.07
PGIM India Flexi Cap Fund	Equity	Very High	9.09%	3	₹6,262.21
PGIM India Elss Tax Saver Fund	Equity	Very High	9.23%	3	₹772.34
PGIM India Overnight Fund	Debt	Low	6.4%	3	₹52.46
PGIM India Money Market Fund	Debt	Moderately Low	8.07%	2	₹182.86
PGIM India Balanced Advantage Fund	Hybrid	Very High	9.13%	1	₹975.78
PGIM India Small Cap Fund	Equity	Very High	8.7%	1	₹1,487.37
PGIM India Global Select Real Estate Securities Fund of Fund	Other	Very High	13.9%	0	₹47.38
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund	Other	Moderate	9.23%	0	₹27.11
PGIM India Large and Mid Cap Fund	Equity	Very High	11.77%	0	₹680.90
PGIM India Retirement Fund	Solution Oriented	Very High	12.87%	0	₹84.45
PGIM India Multi Cap Fund	Equity	Very High	0%	0	₹382.99
PGIM India Healthcare Fund	Equity	Very High	0%	0	₹108.88

News

PGIM India MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
PGIM India Mutual Fund has announced 27 June 2025 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
PGIM India Large Cap Fund:
Regular Plan ' IDCW: 0.4177
Direct Plan ' IDCW: 0.5958
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PGIM India Mutual Fund announces change in scheme name

PGIM India Mutual Fund has announced change in scheme name under the following scheme, With effect from 16 June 2025.

Change in the name of the Scheme:

Existing Scheme Name	Revised Scheme Name
PGIM India Midcap Opportunities Fund	PGIM India Midcap Fund
PGIM India Hybrid Equity Fund	PGIM India Aggressive Hybrid Equity Fund
PGIM India Emerging Markets Equity Fund	PGIM India Emerging Markets Equity Fund of Fund
PGIM India Global Equity Opportunities Fund	PGIM India Global Equity Opportunities Fund of Fund

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PGIM India Mutual Fund announces Monthly Income Distribution cum Capital Withdrawal (IDCW) under its schemes
PGIM India Mutual Fund has announced 16 May 2025 as the record date for declaration of IDCW under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
PGIM India Arbitrage Fund:
Regular Plan ' Monthly IDCW Option: 0.0574
Direct Plan ' Monthly IDCW Option: 0.0581
PGIM India Hybrid Equity Fund:
Regular Plan ' Monthly IDCW Option: 0.1702
Direct Plan ' Monthly IDCW Option: 0.1892
PGIM India Equity Savings Fund:
Regular Plan ' Monthly IDCW Option: 0.0701
Direct Plan ' Monthly IDCW Option: 0.0768
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Fund House Details & Investment Objective

Date of Incorporation

11 November 2013

Total AUM (Cr)

₹11051.86

PGIM India Midcap Fund - Dir (G) is an Mid Cap Fund-oriented fund from the renowned AMC, PGIM India Mutual Fund. Launched in 11 November 2013, this fund is managed by Vinay Paharia. With assets under management (AUM) worth ₹11,051.86 (Cr), as of 30 June 2025, PGIM India Midcap Fund - Dir (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 19.18% since its launch.
The current NAV of PGIM India Midcap Fund - Dir (G) is ₹76.56, as on 30 June 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in PGIM India Midcap Fund - Dir (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil The fund has generated 21.20% and 31.11% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.16% in Equity, 3.01% in Debt and -0.17% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 8.00% in Consumer Durables, 7.51% in Healthcare Services, 7.34% in Finance, 6.81% in Industrial Products, 6.19% in Pharmaceuticals & Biotech

FAQs

How to Invest in PGIM India Midcap Fund - Dir (G) Direct Growth?

PGIM India Midcap Fund - Dir (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 19.18% since inception. Looking to invest in PGIM India Midcap Fund - Dir (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in PGIM India Midcap Fund - Dir (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, PGIM India Midcap Fund - Dir (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in PGIM India Midcap Fund - Dir (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has PGIM India Midcap Fund - Dir (G) Direct Growth generated?

In the short term, i.e., 1 year, PGIM India Midcap Fund - Dir (G) has generated annualised return of 8.02%. In the long-term, the fund has generated 21.20% and 31.11% in 3 and 5 years respectively. Since its inception, the fund has generated 19.18% returns.

What is the expense ratio of PGIM India Midcap Fund - Dir (G) Direct Growth?

The expense ratio of PGIM India Midcap Fund - Dir (G) Direct Growth is 0.46%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of PGIM India Midcap Fund - Dir (G) Fund Direct Growth?

The Assets Under Management (AUM) of PGIM India Midcap Fund - Dir (G) is ₹11,051.86 (Cr) as of 2025-06-30 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from PGIM India Midcap Fund - Dir (G) Direct Growth?

Redeeming or selling units of PGIM India Midcap Fund - Dir (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from PGIM India Midcap Fund - Dir (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case PGIM India Midcap Fund - Dir (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).