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

PGIM India Retirement Fund (Growth)

OtherSolution Oriented

10.72

NAV (Jun 12)

7.3%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?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

10.72

NAV (Jun 12)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
7.2%
6 Month CAGR
NA

Scheme Information

Investment Objective

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

Expense Ratio
2.32
Launched (0y ago)
Apr 19, 2024
AUM in Crores
ISIN
INF663L01Y46
Lock-in
5
Benchmark
BSE 500 India INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Vinay Paharia

Fund Manager

Puneet Pal

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 (Growth)70%NaN NaN%
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 2024-06-12

Top Stock Holdings

clearing corporation of india ltd.

5.8%
5.8%

icici bank ltd

4.4%
4.4%

reliance industries ltd

4.3%
4.3%

hdfc bank ltd

3.5%
3.5%

bharti airtel ltd

3%
3%
See all holdings

Allocation by Sector

financial services

22.2%
22.2%

industrials

19%
19%

consumer cyclical

11.6%
11.6%

technology

9.8%
9.8%

healthcare

7.4%
7.4%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 132 cr

₹ 18 cr

₹ 3,196 cr

₹ 6 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 25,085 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

6.7%

10.6%

6.3%

7.7%

6.3%

7.7%

5.7%

7.1%

12.5%

13.7%

PGIM India Retirement Fund (G) Review

PGIM India Retirement Fund (G) is a Solution Oriented Other fund and has delivered an annualised return of 7.3% over a period of 0 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Puneet Pal, Vinay Paharia.

Nav of PGIM India Retirement Fund (G) as of 6/12/2024 is ₹10.72 with the total AUM as of 6/13/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Retirement Fund (G) was launched on Apr 19, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Retirement Fund (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.

Frequently Asked Questions

What is PGIM India Retirement Fund (G)?

PGIM India Retirement Fund (G) is a Solution Oriented Other scheme predominantly investing across Other 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 ₹0. 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 Not Reviewed Yet 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.