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- PGIM India Short Duration Fund Institutional Plan (Growth)
Formerly PGIM India Sht Mty Instl Pl Gr
PGIM India Short Duration Fund Institutional Plan (Growth)
₹ 20.5151
NAV (Oct 22)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 (15y 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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Short Duration Fund Institutional Plan (Growth) | 8,67,662 | 1,35,050 | 7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
5.74% govt stock 2026
30.9%clearing corporation of india ltd.
20.5%5.22% govt stock 2025
13.9%power finance corporation ltd.
7.6%state bank of india
6.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox 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 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 14 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 10/3/2023 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)?
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.