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  • PGIM India Low Duration Fund (RIDCW-Q)

Formerly PGIM India Low Dur Qt DR

PGIM Mutual Funds

PGIM India Low Duration Fund (RIDCW-Q)

DebtLow Duration

8.6643

NAV (Jul 28)

-0.7%
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.

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 ->

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

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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

8.6643

NAV (Jul 28)

Fund Returns

Last 1Y
-11.3%
Last 3Y
-0.7%
Last 5Y
2.3%
Last 10Y
NA
Since Inception
4.2%
6 Month CAGR
-13.7%

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. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Expense Ratio
1.18
Launched (12y ago)
Dec 16, 2011
AUM in Crores
93.308
ISIN
INF663L01ID0
Lock-in
No Lock-in
Benchmark
CRISIL Low Duration Debt B-I TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
9.6
Standard Deviation (5yr)
7.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.69
Sharpe Ratio (5yr)
-0.578
YTM
7.34
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 (RIDCW-Q)70%7,73,713 41,1012.3%
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

clearing corporation of india ltd.

11.2%
11.2%

364 Days Treasury Bill 26-01-2024

10.5%
10.5%

182 Days Treasury Bill 08-02-2024

10.4%
10.4%

icici securities limited

7.8%
7.8%

7.38% govt stock 2027

5.4%
5.4%
See all holdings

Comparison with Debt Funds

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

₹ 44,468 cr

₹ 18,357 cr

₹ 10,408 cr

₹ 14,357 cr

₹ 9,121 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,775 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

29.1%

17.4%

28.5%

16.7%

28.5%

16.7%

21.9%

12.7%

0.9%

8.7%

PGIM India Low Duration Fund (RIDCW-Q) Review

PGIM India Low Duration Fund (RIDCW-Q) is a Low Duration Debt fund and has delivered an annualised return of 4.2% over a period of 11 years. The fund was previously known as PGIM India Low Dur Qt DR. 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 (RIDCW-Q) as of 7/28/2019 is ₹8.66 with the total AUM as of 10/4/2023 is ₹93.308. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Low Duration Fund (RIDCW-Q) was launched on Dec 16, 2011. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for PGIM India Low Duration Fund (RIDCW-Q) 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 (RIDCW-Q) 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 B-I TR INR.

PGIM India Low Duration Fund (RIDCW-Q) is rated as a 1 fund in Debt and delivered -11.3% 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 (RIDCW-Q).

Frequently Asked Questions

What is PGIM India Low Duration Fund (RIDCW-Q)?

PGIM India Low Duration Fund (RIDCW-Q) 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 (RIDCW-Q)?

You can invest in PGIM India Low Duration Fund (RIDCW-Q) 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 (RIDCW-Q)?

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

Is PGIM India Low Duration Fund (RIDCW-Q) good to invest in?

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

The expense ratio of the PGIM India Low Duration Fund (RIDCW-Q) is 1.18% for regular plan.