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PGIM India Retirement Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

PGIM India Retirement Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹103 Cr

Lock In Period

5 Years

Expense Ratio

2.5

Exit Load

Nil

Benchmark

BSE 500 Total Return

PGIM India Retirement Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.240.60126.76
6M7.992.70126.76
1Y1.495.24126.76
3Y0.0012.65126.76

Portfolio Analysis

  • Equity: 92.40%
  • Debt: 7.60%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.5.18%
2. HDFC Bank Ltd.4.26%
3. AU Small Finance Bank Ltd.0.98%

1. JB Chemicals & Pharmaceuticals Ltd.1.77%
2. Sai Life Sciences Ltd1.57%
3. Mankind Pharma Ltd.1.46%
4. Rubicon Research Ltd.1.22%
5. Anthem Biosciences Ltd.1.06%
6. Neuland Laboratories Ltd.0.96%
7. Torrent Pharmaceuticals Ltd.0.74%
8. Sun Pharmaceutical Industries Ltd.0.44%

1. Krishna Inst of Medical Sciences Ltd.1.60%
2. Max Healthcare Institute Ltd.1.43%
3. Global Health Ltd.0.78%
4. Dr Agarwal's Eye Hospital Ltd.0.22%

1. Tata Consultancy Services Ltd.2.09%
2. Infosys Ltd.0.83%
3. Hexaware Technologies Ltd.0.47%
4. Pine Labs Ltd.0.26%

1. Reliance Industries Ltd.3.48%

1. Bharti Airtel Ltd.1.88%
2. Bharti Hexacom Ltd.1.14%

1. Navin Fluorine International Ltd.1.83%
2. SRF Ltd.1.07%

1. Solar Industries India Ltd.2.57%

1. Eternal Ltd.1.49%
2. FSN E-Commerce Ventures Ltd.0.99%

1. Bikaji Foods International Ltd.0.97%
2. Nestle India Ltd.0.90%
3. MRS Bectors Food Specialities Ltd.0.59%

1. Clean Max Enviro Energy Solutions Ltd.0.95%
2. NTPC Ltd.0.84%
3. Torrent Power Ltd.0.35%

1. Ultratech Cement Ltd.1.18%
2. JSW Cement Ltd.0.89%

1. Multi Commodity Exchange Of India Ltd.2.04%

1. Nippon Life India Asset Management Ltd.1.08%
2. ICICI Prudential Asset Mgmt Co Ltd.0.94%

1. Dixon Technologies (India) Ltd.1.21%
2. LG Electronics India Ltd.0.72%

1. Data Patterns (India) Ltd.1.12%
2. Bharat Electronics Ltd.0.76%

1. Bajaj Finance Ltd.1.87%

1. Computer Age Management Services Ltd.1.26%
2. 360 One Wam Ltd.0.58%

1. VARUN BEVERAGES LIMITED1.59%

1. Sona BLW Precision Forgings Ltd.0.87%
2. Bharat Forge Ltd.0.68%

1. Doms Industries Ltd.1.46%

1. Carborundum Universal Ltd.1.31%

1. Coromandel International Ltd.1.27%

1. ICICI Lombard General Insurance Co. Ltd.1.21%

1. Affle 3i Ltd.0.66%
2. Amagi Media Labs Ltd.0.54%

1. Gabriel India Ltd.1.13%

1. Prestige Estates Projects Ltd.1.09%

1. Supreme Industries Ltd.1.05%

1. CG Power and Industrial Solutions Ltd.1.04%

1. Vishal Mega Mart Ltd1.02%

About Fund PGIM India Retirement Fund Growth

PGIM India Retirement Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹103 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.5. 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
Bajaj Finserv Balanced Advantage Fund Growth01,238 CR2.73
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth04,013 CR1.96
Mirae Asset Multi Asset Allocation Fund Growth03,478 CR2.12
Helios Arbitrage Fund Growth0146 CR3.06
PGIM India Retirement Fund Growth0103 CR2.5
Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth5.10770
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth
This FundMirae Asset Multi Asset Allocation Fund Growth11.20280
This FundHelios Arbitrage Fund Growth00
This FundPGIM India Retirement Fund Growth1.48510

PGIM India Retirement Fund Growth 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 2.5. 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 : 2.24%
  • 6 Months : 7.99%
  • 1 Year : 1.49%
  • 3 Years : 0.00%
Returns of PGIM India Retirement Fund Growth are updated daily based on NAV of ₹ 12.49 as on Aug 03,2026. 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 ₹103 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.