PGIM India Midcap Fund

PGIM India Mutual Fund · 125307 · Quant Rank #438

Structural GatesPreliminary Assessment

PRELIMINARY_ASSESSMENT

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence

CategoryMC

AUM₹11,230.4 Cr

BenchmarkNifty Midcap 150 TRI

RiskometerVery High

TERInsufficient data

InceptionInsufficient data

Track RecordInsufficient data

Fund ManagerInsufficient data

AUM Floor₹500 Cr

Min Track3 yrs

Max Alloc20%

Returns vs Benchmark

Window	Fund	Benchmark
1 Year	2.24%	9.69%
3 Year	13.71%	18.52%
5 Year	12.89%	18.74%
Since Launch	17.62%	20.35%

Calculated Parameters

FMTInsufficient data — no real 'managing since' date collected for this scheme's current manager

AMQ3/10

AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)

ERSInsufficient data — no TER evidence collected for this scheme

Structural Gates

Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL

Gate 3 — Top 10FAIL

Gate 4 — Top 5FAIL

Gate 5 — Top 2 ICFAIL

Candidate's 38.3 would rank #6 among 5 real existing category scores (top 2 = recommendable).

Analyst Name

MOM — Momentum

7% weight

Preliminary

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:39 PM

CON — Consistency

10% weight

Preliminary

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:41 PM

PQT — Portfolio Quality

11% weight

Preliminary

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:43 PM

FMQ — Fund Mgr Quality

12% weight

Preliminary

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:44 PM

VAL — Valuation Risk

10% weight

Preliminary

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:46 PM

STW — Sector Tailwinds

9% weight

Preliminary

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:48 PM

DSP — Downside Protection

8% weight

Preliminary

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:50 PM

OPP — Outperformance Prob.

8% weight

Preliminary

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:52 PM

THS — Thesis Strength

2% weight

Preliminary

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) on 8/26/2026, 4:06:54 PM

V6 Final Score

38.3

/ 100 — Final Score

AVOID

MOM

2.1

CON

4.0

PQT

6.6

FMQ

6.0

VAL

5.0

STW

5.4

DSP

4.0

OPP

2.4

FMT

—

AMQ

1.8

AUT

—

ERS

—

THS

1.0

Data-limited: FMT, AUT, ERS (insufficient data — never defaulted to 0)

Source Evidence (14)

BenchmarkNifty Midcap 150 TRI

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

Riskometer (Scheme)Very High

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

NAV - Direct Plan78.86

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

NAV Date21-Aug-2026

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

Daily AUM (Cr.)11230.398

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

1 Year Return - Direct Plan (%)2.2430

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

1 Year Return - Benchmark (%)9.6865

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

3 Year Return - Direct Plan (%)13.7084

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

3 Year Return - Benchmark (%)18.5181

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

5 Year Return - Direct Plan (%)12.8860

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

5 Year Return - Benchmark (%)18.7447

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

Since Launch Return - Direct Plan (%)17.6181

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

Since Launch Return - Benchmark (%)20.3454

AMFI (Official, Centralized) — FUND_DETAIL_PAGE as of 2026-08-21

AMC Total AUM (Lakh Cr.)0.2664

AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30

Audit Log

THS ∅ → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:54 PM

OPP ∅ → 3 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:52 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real return-vs-benchmark evidence: 1Y -7.44pp vs benchmark, 3Y -4.81pp vs benchmark, 5Y -5.86pp vs benchmark, SinceLaunch -2.73pp vs benchmark (avg -5.21pp).”

DSP ∅ → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:51 PM

STW ∅ → 6 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:49 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Category-level thesis: Mid Cap: structural India growth exposure, but valuations are cyclically extended after a multi-year rally and liquidity is thinner than large-cap. No fund-specific sector-overweight evidence collected (no GICS sector allocation data exists for this scheme), so scored at the category's own general positioning.”

VAL ∅ → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:47 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No real TER data collected; scored at category-neutral baseline (no portfolio PE/PB data exists in any source checked this session).”

FMQ ∅ → 5 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:45 PM

PQT ∅ → 6 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:43 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Real AUM ₹11,230.398 Cr vs category floor ₹500 Cr (22.5x). Moderate scale — no specific capacity concern or advantage documented.”

CON ∅ → 4 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:41 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] No Value Research rating collected; consistency estimated from real return-vs-benchmark trend (1Y -7.44pp vs benchmark, 3Y -4.81pp vs benchmark, 5Y -5.86pp vs benchmark, SinceLaunch -2.73pp vs benchmark, avg -5.21pp).”

MOM ∅ → 3 by Claude (V7 Workspace — holistic analyst estimate, pending Research Head review) · 8/26/2026, 4:06:40 PM

“[HOLISTIC ANALYST ESTIMATE — anchored in real facts (cited below), not independently sourced per-parameter; reproduces the original 56's own methodology per explicit authorization] Most recent available window (1Y: -7.44pp vs benchmark) used as the closest real proxy for near-term momentum (V6's exact 3-6M window has no data source for most equity funds in this pipeline).”