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  • PGIM India Mutual Fund
  • PGIM India Retirement Fund (G)
PGIM Mutual Funds

PGIM India Retirement Fund (G)

OthersRetirement Fund

11.69

NAV (Sep 06)

16.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

11.69

NAV (Sep 6)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
16.9%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities.

Expense Ratio
2.32
Launched (0y ago)
2.32
AUM in Crores
64.1
ISIN
INF663L01Y46
Lock-in
1825
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Anandha Padmanabhan Anjeneyan

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Retirement Fund (G)70%NaN NaNNaN%
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 2024-04-19

Top Stock Holdings

ICICI Bank Ltd.

6.5%
6.47%

Others

4.7%
4.7%

Tata Consultancy Services Ltd.

4%
4.01%

HDFC Bank Ltd.

4%
3.99%

Reliance Industries Ltd.

3.7%
3.71%
See all holdings

Allocation by Sector

Financial

18.84%
18.84%

Services

15.93%
15.93%

Technology

9.02%
9.02%

Healthcare

8.02%
8.02%

Capital Goods

6.99%
6.99%
See all sectors

Comparison with Others Funds

Fund NameFund Size
Kotak Nasdaq 100 FOF (G)
Kotak Nasdaq 100 FOF (G)

₹ 3,138 cr

₹ 1,846 cr

₹ 25,617 cr

₹ 4,457 cr

₹ 2,067 cr

amc-img

About the AMC

PGIM India Mutual Fund

PGIM is the global investment management business of Prudential Financial, Inc. USA. The company manages more than USD 1.4 trillion assets. PGIM offers a broad range of investment capabilities through multi manager model. The team of experienced professionals assist the investors in achieving their financial goals.amc-img
phone-img022-61593000 / 1800-266-2667
Fund NameScripbox Opinion
Till Date CAGR

1.794%

10.332%

15.649%

18.922%

10.911%

14.429%

5.459%

7.682%

15.229%

15.224%

PGIM India Retirement Fund (G) Review

PGIM India Retirement Fund (G) is a Others Others fund and has delivered an annualised return of 16.9% over a period of 0 years. The fund is managed by PGIM India Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object].

Nav of PGIM India Retirement Fund (G) as of 9/6/2024 is ₹11.69 with the total AUM as of 9/7/2024 is ₹64.1038. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Retirement Fund (G) was launched on 2024-04-15. The category risk of the fund is null.

The minimum SIP amount for PGIM India Retirement Fund (G) is ₹1000 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.

Frequently Asked Questions

What is PGIM India Retirement Fund (G)?

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

How to invest in PGIM India Retirement Fund (G)?

You can invest in PGIM India Retirement Fund (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 Retirement Fund (G)?

The minimum sip amount for PGIM India Retirement Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is PGIM India Retirement Fund (G) good to invest in?

As per Scripbox experts, PGIM India Retirement Fund (G) is a fund. You can investPGIM India Retirement Fund (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 Retirement Fund (G)?

The expense ratio of the PGIM India Retirement Fund (G) is 2.32% for regular plan.