What is the 5-year rolling return of PGIM India Midcap Fund?

Across 1,939 overlapping 5-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 18.78% a year, with a median of 19.76%. The best 5-year stretch returned 36.97% a year and the worst returned -2.01%.

Has PGIM India Midcap Fund ever lost money over 5 years?

Yes. 0.6% of the 1,939 5-year holding periods in this fund's history ended below zero. The worst returned -2.01% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.

What is the difference between the Direct and Regular plans of PGIM India Midcap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.78% a year on the Direct plan against 17.04% on the Regular plan, a difference of 1.73% a year.

What is the 1-year rolling return of PGIM India Midcap Fund?

Across 2,923 overlapping 1-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 19.56% a year, with a median of 11.49%. The best 1-year stretch returned 142.20% a year and the worst returned -22.51%.

What is the 3-year rolling return of PGIM India Midcap Fund?

Across 2,432 overlapping 3-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 18.20% a year, with a median of 15.17%. The best 3-year stretch returned 49.54% a year and the worst returned -8.05%.

What is the 7-year rolling return of PGIM India Midcap Fund?

Across 1,443 overlapping 7-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 19.43% a year, with a median of 19.09%. The best 7-year stretch returned 25.05% a year and the worst returned 15.11%.

What is the 10-year rolling return of PGIM India Midcap Fund?

Across 704 overlapping 10-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 17.60% a year, with a median of 17.34%. The best 10-year stretch returned 19.86% a year and the worst returned 14.53%.

PGIM India Mutual Fund

PGIM India Midcap Fund — rolling returns

Mid Cap · NAV data as of 16 October 2026

3,166 daily NAV records since 5 December 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,939 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 5 December 2013 to 16 October 2026

Average rolling return

18.78%

Windows computed

1,939

Median return

19.76%

Standard deviation

8.42%

Best 5-year window

36.97%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

-2.01%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 99.4% (1,928 of 1,939)
Above 8%: 86.0% (1,667 of 1,939)
Above 12%: 77.5% (1,502 of 1,939)
Above 15%: 67.1% (1,302 of 1,939)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 389 of 1,939 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for PGIM India Midcap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	19.56%	18.20%	18.78%	19.43%	17.60%
Median	11.49%	15.17%	19.76%	19.09%	17.34%
Minimum	-22.51%	-8.05%	-2.01%	15.11%	14.53%
Maximum	142.20%	49.54%	36.97%	25.05%	19.86%
Std deviation	27.43%	11.84%	8.42%	1.94%	1.28%
Consistency
Above 0%	80.88%	96.92%	99.43%	100.00%	100.00%
Above 8%	59.01%	80.88%	85.97%	100.00%	100.00%
Above 12%	48.82%	67.23%	77.46%	100.00%	100.00%
Above 15%	42.42%	51.03%	67.15%	100.00%	97.87%
Coverage
Windows computed	2,923	2,432	1,939	1,443	704

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.73% a year more than Regular.

5-year rolling returns for PGIM India Midcap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	18.78%	17.04%
Best window	36.97%from 23 Mar 2020	34.86%from 23 Mar 2020
Worst window	-2.01%from 23 Mar 2015	-3.16%from 23 Mar 2015
Windows computed	1,939	1,939

Common questions about PGIM India Midcap Fund

What is the 5-year rolling return of PGIM India Midcap Fund?: Across 1,939 overlapping 5-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 18.78% a year, with a median of 19.76%. The best 5-year stretch returned 36.97% a year and the worst returned -2.01%.
Has PGIM India Midcap Fund ever lost money over 5 years?: Yes. 0.6% of the 1,939 5-year holding periods in this fund's history ended below zero. The worst returned -2.01% a year, for someone who invested on 23 March 2015 and sold on 23 March 2020.
What is the difference between the Direct and Regular plans of PGIM India Midcap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.78% a year on the Direct plan against 17.04% on the Regular plan, a difference of 1.73% a year.
What is the 1-year rolling return of PGIM India Midcap Fund?: Across 2,923 overlapping 1-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 19.56% a year, with a median of 11.49%. The best 1-year stretch returned 142.20% a year and the worst returned -22.51%.
What is the 3-year rolling return of PGIM India Midcap Fund?: Across 2,432 overlapping 3-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 18.20% a year, with a median of 15.17%. The best 3-year stretch returned 49.54% a year and the worst returned -8.05%.
What is the 7-year rolling return of PGIM India Midcap Fund?: Across 1,443 overlapping 7-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 19.43% a year, with a median of 19.09%. The best 7-year stretch returned 25.05% a year and the worst returned 15.11%.
What is the 10-year rolling return of PGIM India Midcap Fund?: Across 704 overlapping 10-year holding periods between 5 December 2013 and 16 October 2026, the Direct plan of PGIM India Midcap Fund returned an average of 17.60% a year, with a median of 17.34%. The best 10-year stretch returned 19.86% a year and the worst returned 14.53%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.