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  • PGIM India Short Duration Fund Institutional Plan (Growth)

Formerly PGIM India Sht Mty Instl Pl Gr

PGIM Mutual Funds

PGIM India Short Duration Fund Institutional Plan (Growth)

DebtShort Term

20.5151

NAV (Oct 22)

5.9%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

Short term 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.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

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

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

20.5151

NAV (Oct 22)

Fund Returns

Last 1Y
2.8%
Last 3Y
5.9%
Last 5Y
7%
Last 10Y
NA
Since Inception
7.5%
6 Month CAGR
1.3%

Scheme Information

Investment Objective

The investment objective of the Scheme is to seek to generate returns with low to medium market risk for investors by investing in a portfolio of short -medium term debt and money market securities.

Expense Ratio
0.92
Launched (16y ago)
Dec 19, 2008
AUM in Crores
27.941
ISIN
INF223J01DG1
Lock-in
No Lock-in
Benchmark
CRISIL Short Duration Debt B-II TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
1.4
Standard Deviation (5yr)
1.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.507
Sharpe Ratio (5yr)
-0.244
YTM
7.18
Fund Managers

Puneet Pal

Fund Manager

Bhupesh Kalyani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Short Duration Fund Institutional Plan (Growth)70%8,67,662 1,35,0507%
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 2018-10-22

Top Debt Holdings

5.74% govt stock 2026

30.9%
30.9%

clearing corporation of india ltd.

20.5%
20.5%

5.22% govt stock 2025

13.9%
13.9%

power finance corporation ltd.

7.6%
7.6%

state bank of india

6.9%
6.9%
See all holdings

Comparison with Debt Funds

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

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,696 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
022-61593000
care@pgimindia.co.in
Fund NameScripbox Opinion
Till Date CAGR

20.3%

17.8%

19.8%

17.2%

19.8%

17.2%

15.4%

13.4%

4.6%

10.5%

PGIM India Short Duration Fund Institutional Plan (G) Review

PGIM India Short Duration Fund Institutional Plan (G) is a Short Term Debt fund and has delivered an annualised return of 7.5% over a period of 15 years. The fund was previously known as PGIM India Sht Mty Instl Pl Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Bhupesh Kalyani, Puneet Pal.

Nav of PGIM India Short Duration Fund Institutional Plan (G) as of 10/22/2018 is ₹20.52 with the total AUM as of 3/2/2024 is ₹27.941. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Short Duration Fund Institutional Plan (G) was launched on Dec 19, 2008. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for PGIM India Short Duration Fund Institutional Plan (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 Short Duration Fund Institutional Plan (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 Short Duration Debt B-II TR INR.

PGIM India Short Duration Fund Institutional Plan (G) is rated as a 1 fund in Debt and delivered 2.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Short Duration Fund Institutional Plan (G).

Frequently Asked Questions

What is PGIM India Short Duration Fund Institutional Plan (G)?

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

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

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

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

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

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

The expense ratio of the PGIM India Short Duration Fund Institutional Plan (G) is 0.92% for regular plan.