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  • PGIM India Liquid Fund Institutional Plan (Growth)

Formerly PGIM India Insta Csh Instl Pl Gr

PGIM Mutual Funds

PGIM India Liquid Fund Institutional Plan (Growth)

DebtLiquid

26.2743

NAV (Jul 28)

5.1%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in liquid mutual funds.

Liquid funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

26.2743

NAV (Jul 28)

Fund Returns

Last 1Y
6.6%
Last 3Y
5.1%
Last 5Y
5.4%
Last 10Y
6.4%
Since Inception
6.6%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

To generate steady returns along with high liquidity by investing in a portfolio of short-term,high quality money market and debt instruments.

Expense Ratio
0.29
Launched (20y ago)
Jun 25, 2004
AUM in Crores
362.179
ISIN
INF223J01BB6
Lock-in
No Lock-in
Benchmark
CRISIL Liquid Debt A-I TR INR
SIP Minimum
0
Lumpsum Min.
1000
Standard Deviation (3yr)
0.4
Standard Deviation (5yr)
0.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-4.102
Sharpe Ratio (5yr)
-5.127
YTM
7.14
Fund Managers

Puneet Pal

Fund Manager

Bhupesh Kalyani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Liquid Fund Institutional Plan (Growth)70%8,34,080 1,01,4685.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2019-07-28

Top Debt Holdings

shriram finance limited

6.9%
6.9%

tata capital housing finance limited

6.8%
6.8%

indian bank

6.8%
6.8%

canara bank

6.8%
6.8%

bank of baroda

6.8%
6.8%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,349 cr

₹ 14,455 cr

₹ 13,853 cr

₹ 12,072 cr

₹ 11,011 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,926 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

20.4%

17.7%

18.8%

16.9%

18.8%

16.9%

15.9%

13.3%

8.9%

10.6%

PGIM India Liquid Fund Institutional Plan (G) Review

PGIM India Liquid Fund Institutional Plan (G) is a Liquid Debt fund and has delivered an annualised return of 6.6% over a period of 19 years. The fund was previously known as PGIM India Insta Csh Instl Pl Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Bhupesh Kalyani, Puneet Pal.

Nav of PGIM India Liquid Fund Institutional Plan (G) as of 7/28/2019 is ₹26.27 with the total AUM as of 3/28/2024 is ₹362.179. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Liquid Fund Institutional Plan (G) was launched on Jun 25, 2004. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for PGIM India Liquid Fund Institutional Plan (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹1000. Check your estimated returns on mutual funds by using sip calculator.

PGIM India Liquid Fund Institutional Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Liquid Debt A-I TR INR.

PGIM India Liquid Fund Institutional Plan (G) is rated as a 2 fund in Debt and delivered 6.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Liquid Fund Institutional Plan (G).

Frequently Asked Questions

What is PGIM India Liquid Fund Institutional Plan (G)?

PGIM India Liquid Fund Institutional Plan (G) is a Liquid Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Liquid Fund Institutional Plan (G)?

You can invest in PGIM India Liquid Fund Institutional Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of PGIM India Liquid Fund Institutional Plan (G)?

The minimum sip amount for PGIM India Liquid Fund Institutional Plan (G) is ₹0. You can invest in multiples of ₹1000.

Is PGIM India Liquid Fund Institutional Plan (G) good to invest in?

As per Scripbox experts, PGIM India Liquid Fund Institutional Plan (G) is a Neutral fund. You can investPGIM India Liquid Fund Institutional Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the PGIM India Liquid Fund Institutional Plan (G)?

The expense ratio of the PGIM India Liquid Fund Institutional Plan (G) is 0.29% for regular plan.