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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹87 Cr

Lock In Period

5 Years

Expense Ratio

2.33

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for PGIM India Retirement Fund Growth include a ₹11.42 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The PGIM India Retirement Fund Growth AUM is ₹87 Cr, with a lock-in of 5 Years years, expense ratio of 2.33%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 11.06% returns, against a category average of 2.20% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M11.062.20126.76
6M-5.711.79126.76
1Y0.355.58126.76
3Y0.0014.57126.76

Portfolio Analysis

  • Equity: 94.72%
  • Debt: 5.28%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.5.42%
2. HDFC Bank Ltd.4.10%
3. AU Small Finance Bank Ltd.0.95%

1. JB Chemicals & Pharmaceuticals Ltd.1.89%
2. Rubicon Research Ltd.1.78%
3. Sai Life Sciences Ltd1.48%
4. Mankind Pharma Ltd.1.37%
5. Anthem Biosciences Ltd.1.08%
6. Torrent Pharmaceuticals Ltd.0.81%
7. Neuland Laboratories Ltd.0.74%
8. Sun Pharmaceutical Industries Ltd.0.49%

1. Reliance Industries Ltd.4.31%

1. Krishna Inst of Medical Sciences Ltd.1.45%
2. Max Healthcare Institute Ltd.1.45%
3. Global Health Ltd.0.68%
4. Dr Agarwal's Eye Hospital Ltd.0.24%

1. Bharti Airtel Ltd.2.15%
2. Bharti Hexacom Ltd.1.39%

1. Tata Consultancy Services Ltd.1.63%
2. Persistent Systems Ltd.0.83%
3. Hexaware Technologies Ltd.0.46%
4. Pine Labs Ltd.0.31%

1. Navin Fluorine International Ltd.1.75%
2. SRF Ltd.1.14%

1. Computer Age Management Services Ltd.1.18%
2. ICICI Prudential Asset Mgmt Co Ltd.0.94%
3. 360 One Wam Ltd.0.61%

1. Bikaji Foods International Ltd.1.11%
2. Nestle India Ltd.0.89%
3. MRS Bectors Food Specialities Ltd.0.70%

1. Eternal Ltd.1.53%
2. FSN E-Commerce Ventures Ltd.0.89%

1. NTPC Ltd.1.04%
2. Clean Max Enviro Energy Solutions Ltd.0.84%
3. Torrent Power Ltd.0.38%

1. Ultratech Cement Ltd.1.34%
2. JSW Cement Ltd.0.87%

1. Multi Commodity Exchange Of India Ltd.2.04%

1. Solar Industries India Ltd.1.98%

1. Dixon Technologies (India) Ltd.1.17%
2. LG Electronics India Ltd.0.79%

1. Bajaj Finance Ltd.1.78%

1. Data Patterns (India) Ltd.0.90%
2. Bharat Electronics Ltd.0.88%

1. Supreme Industries Ltd.1.49%

1. VARUN BEVERAGES LIMITED1.44%

1. Coromandel International Ltd.1.44%

1. Sona BLW Precision Forgings Ltd.0.80%
2. Bharat Forge Ltd.0.64%

1. ICICI Lombard General Insurance Co. Ltd.1.42%

1. Affle 3i Ltd.0.81%
2. Amagi Media Labs Ltd.0.37%

1. Vishal Mega Mart Ltd1.09%

1. Carborundum Universal Ltd.1.02%

1. BlackBuck Ltd.0.71%
2. Container Corporation Of India Ltd.0.30%

About Fund

PGIM India Retirement Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹87 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.33. Under the expert guidance of Vinay Paharia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vinay Paharia

Mr. Vinay holds a Commerce degree and holds an MMS degree from Welingkar Institute of Management, Mumbai. He is also a Chartered Financial Analyst from ICFAI. He has over 8 years experience in equity research. Prior to joining Religare Asset Management, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Multi Asset Allocation Fund Growth03060.26 CR1.82
This FundBajaj Finserv Balanced Advantage Fund Growth01129.5 CR2.1
This FundThe Wealth Company Arbitrage Fund Growth0153.67 CR0.91
This FundCapitalmind Arbitrage Fund Growth014.67 CR0.98
This FundPGIM India Retirement Fund Growth086.63 CR2.33
Fund Name1Y3Y
This FundSundaram Multi Asset Allocation Fund Growth9.54350
This FundBajaj Finserv Balanced Advantage Fund Growth3.00660
This FundThe Wealth Company Arbitrage Fund Growth00
This FundCapitalmind Arbitrage Fund Growth00
This FundPGIM India Retirement Fund Growth0.34750

FAQs

PGIM India Retirement Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Retirement Fund Growth is 2.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Retirement Fund Growth’s fund performance is as follows:
  • 1 Month : 11.06%
  • 6 Months : -5.71%
  • 1 Year : 0.35%
  • 3 Years : 0.00%
Returns of PGIM India Retirement Fund Growth are updated daily based on NAV of ₹ 11.42 as on Apr 24,2026. Since inception, the return has been 0.00%.

You can invest in PGIM India Retirement Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Retirement Fund Growth is ₹87 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Retirement Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500