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  • PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D)

Formerly PGIM India Low Dur Fr DR

PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D)

PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D)

DebtLow Duration

8.5967

NAV (Jul 28)

-0.8%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in low duration mutual funds.

However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

14 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

58 Cr. Negligible within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

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Short Term Money

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Scheme Information

Investment Objective

The objective of the Scheme is to seek to generate income through investment primarily in low duration debt & money market securities.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
1.19 %
Launched (14y ago)
Jun 22, 2007
AUM in Crores
₹ 58
ISIN
INF663L01HU6
Lock-in
No Lock-in
Benchmark
Crisil Low Duration Debt Index TR INR
SIP Minimum
₹ 0
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Kumaresh Ramakrishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
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    Expert Investing Only, Car, Down Payment
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Debt Funds

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 10,060 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • PGIM India Insta Cash Fund (G)

    PGIM India Insta Cash Fund (G)

    Liquid

    Top Ranked

    ₹ 645 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    PGIM India Global Equity Opportunities Fund (G)

    PGIM India Global Equity Opportunities Fund (G)

    International - Others

    Top Ranked

    ₹ 1,269 Cr

    Fund Size

    21.60%

    5 Year CAGR

    5 Y CAGR

    PGIM India Flexi Cap Fund (G)

    PGIM India Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,370 Cr

    Fund Size

    18.10%

    5 Year CAGR

    5 Y CAGR

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    Liquid

    Top Ranked

    ₹ 645 Cr

    Fund Size

    3.50%

    Till Date CAGR

    Till Date CAGR

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    Corporate Bond

    Top Ranked

    ₹ 81 Cr

    Fund Size

    8.30%

    3 Year CAGR

    3 Y CAGR

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D)

    About PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D)

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) is a low duration debt fund and has delivered an annualised return of 5.0% over a period of 14 years .The fund was previously known as PGIM India Low Dur Fr DR.The fund is managed by PGIM India Asset Management Private Limited.The fund manager’s name is Kumaresh Ramakrishnan.

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) Investment Objective

    The objective of the Scheme is to seek to generate income through investment primarily in low duration debt & money market securities. However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) NAV,AUM,Risk

    The PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) fund was launched on Jun 22, 2007. The NAV (Net Asset Value) of this low duration debt as of 2019-07-28 is ₹ 8.5967. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 57.251. The category risk of the PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) fund is Low to Moderate Risk. The fund charges 1.19 % as expense ratio.

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) Holdings

    The fund’s highest allocation is towards debt and has invested 51.3% in this asset class. The top three holdings of the fund are 5.09% govt stock 2022,oriental nagpur betul highway private limited and l&t finance limited

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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 ₹ 5000.

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) Investment volatility and Horizon

    This fund 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 Low Duration Debt Index TR INR.

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) Review

    PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Low Duration Fund Inc Dist cum Cap Wdrl (RIDCW-15D) has a score of 1 out of 5. The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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