Return
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- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹78 Cr
Lock In Period
N/A
Expense Ratio
0.55
Benchmark
CRISIL Low Duration Debt Index
Exit Load
Nil.
Summary
Latest details for PGIM India Ultra Short Duration Fund - Retail Plan Growth include a ₹34.2452 NAV as of Jan 21,2022 and returns since inception of 23.94%. Minimum investments start at SIP ₹0. The PGIM India Ultra Short Duration Fund - Retail Plan Growth AUM is ₹78 Cr, with a lock-in of N/A years, expense ratio of 0.55%, and benchmark CRISIL Low Duration Debt Index. Exit load is - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.34% returns, against a category average of 0.53% and a category best of 265.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.34 | 0.53 | 265.31 |
| 6M | 1.70 | 3.01 | 195.09 |
| 1Y | 3.56 | 7.69 | 195.09 |
| 3Y | 7.42 | 16.52 | 31.95 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-11-15
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About Fund
PGIM India Ultra Short Duration Fund - Retail Plan Growth managed by PGIM India Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt Index while maintaining an expense ratio of 0.55. Under the expert guidance of Puneet Pal ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Savings Fund Growth | 5 | 22332.66 CR | 0.6 |
| This FundAditya Birla Sun Life Savings Fund - Retail Plan Growth | 4 | 22332.66 CR | 0.35 |
| This FundPGIM India Ultra Short Duration Fund - Retail Plan Growth | 2 | 77.81 CR | 0.55 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 0 | 296.53 CR | 0.66 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 0 | 296.53 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Savings Fund Growth | 7.175 | 23.9204 |
| This FundAditya Birla Sun Life Savings Fund - Retail Plan Growth | 7.1749 | 23.9213 |
| This FundPGIM India Ultra Short Duration Fund - Retail Plan Growth | 3.5587 | 23.9407 |
| This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth | 13.6888 | 28.4789 |
| This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth | 13.6886 | 28.6768 |
FAQs
PGIM India Ultra Short Duration Fund - Retail Plan 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 Ultra Short Duration Fund - Retail Plan Growth is 0.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
PGIM India Ultra Short Duration Fund - Retail Plan Growth’s fund performance is as follows:
- 1 Month : 0.34%
- 6 Months : 1.70%
- 1 Year : 3.56%
- 3 Years : 7.42%
You can invest in PGIM India Ultra Short Duration Fund - Retail Plan 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 Ultra Short Duration Fund - Retail Plan Growth is ₹78 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in PGIM India Ultra Short Duration Fund - Retail Plan 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