• Mutual Funds
  • PGIM Mutual Funds
  • PGIM India Low Duration Fund Institutional (Growth)

Formerly DHFL Pramerica Low Dur Instl Gr

PGIM Mutual Funds

PGIM India Low Duration Fund Institutional (Growth)

DebtLow Duration

21.6022

NAV (Jan 21)

-1.6%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in low duration mutual funds.

Low duration 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

Poor

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

Rolling Returns

Poor

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

Invest in this fund
Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

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

21.6022

NAV (Jan 21)

Fund Returns

Last 1Y

3.3%

Last 3Y

-1.6%

Last 5Y

1.3%

Last 10Y

4.8%

Since Inception

5.6%

6 Month CAGR

1.4%

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. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio

1.17

Launched (15y ago)

Jan 10, 2008

AUM in Crores

102.057

ISIN

INF663L01JN7

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

9.6

Standard Deviation (5yr)

7.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-0.579

Sharpe Ratio (5yr)

-0.487

YTM

7.06

Fund Managers

Puneet Pal

Fund Manager

Bhupesh Kalyani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Low Duration Fund Institutional (Growth)70%755,476 22,8641.3%
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.

Asset allocation and Holdings

Last updated on 2022-01-21

Top Debt Holdings

182 Days Treasury Bill 23-03-2023

9.7%
9.7%

state bank of india

9.3%
9.3%

lic housing finance limited

7.9%
7.9%

clearing corporation of india ltd.

7.4%
7.4%

jm financial credit solutions limited

5%
5%
See all holdings

Compare PGIM India Low Duration Fund Institutional (Growth)

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

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

₹ 13,853 cr

₹ 52,076 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,770 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

  • 022-61593000
  • care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.5%

    8.2%

    19.9%

    12%

    29.5%

    17.1%

    18.1%

    13.2%

    18.1%

    11.1%

    PGIM India Low Duration Fund Institutional (G) Review

    PGIM India Low Duration Fund Institutional (G) is a Low Duration Debt fund and has delivered an annualised return of 5.6% over a period of 15 years. The fund was previously known as DHFL Pramerica Low Dur Instl Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Bhupesh Kalyani, Puneet Pal.

    Nav of PGIM India Low Duration Fund Institutional (G) as of 1/21/2022 is ₹21.60 with the total AUM as of 2/2/2023 is ₹102.057. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Low Duration Fund Institutional (G) was launched on Jan 10, 2008. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for PGIM India Low Duration Fund Institutional (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 ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    PGIM India Low Duration Fund Institutional (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 Low Duration Fund TR INR.

    PGIM India Low Duration Fund Institutional (G) is rated as a 1 fund in Debt and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Low Duration Fund Institutional (G).

    Frequently Asked Questions

    What is PGIM India Low Duration Fund Institutional (G)?

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

    How to invest in PGIM India Low Duration Fund Institutional (G)?

    You can invest in PGIM India Low Duration Fund Institutional (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 Low Duration Fund Institutional (G)?

    The minimum sip amount for PGIM India Low Duration Fund Institutional (G) is ₹0. You can invest in multiples of ₹5000.

    Is PGIM India Low Duration Fund Institutional (G) good to invest in?

    As per Scripbox experts, PGIM India Low Duration Fund Institutional (G) is a Not Recommended fund. You can investPGIM India Low Duration Fund Institutional (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 Low Duration Fund Institutional (G)?

    The expense ratio of the PGIM India Low Duration Fund Institutional (G) is 1.17% for regular plan.